Position in WHD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$224,797
+$17,838 QoQ
Shares Held
4,388
+0.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#222
of 340 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in WHD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026HOHIMER WEALTH MANAGEMENT, LLC holds $929,134 across 4 Oil & Gas Equipment & Services names. WHD ranks #4 (24.2% of the industry book) .
All Filings in WHD
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,797 | 4,388 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $206,959 | 4,369 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||