Position in WHD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,030,334
-$1,297,283 QoQ
Shares Held
117,711
-23.9% QoQ
Ownership
0.147%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#74
of 340 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WHD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Vest Financial, LLC holds $95,982,310 across 5 Oil & Gas Equipment & Services names. WHD ranks #3 (6.3% of the industry book) .
All Filings in WHD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,030,334 | 117,711 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $7,327,617 | 154,689 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $6,147,066 | 134,568 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $4,258,773 | 107,899 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $3,487,107 | 79,760 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $2,621,613 | 57,203 | Shares | Defined | 2025-04-11 | |
| 2024-12-31 | $2,513,098 | 43,062 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $1,414,716 | 23,709 | Shares | Defined | 2024-10-18 | |
| 2024-06-30 | $1,190,394 | 22,571 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $874,922 | 17,467 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $246,068 | 5,420 | Shares | Defined | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||