Signals

← Signals

☆WHR

35 in-universe funds with a nonzero position in WHR within the trailing 4 quarters, as of 2025Q1

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-08-17 Insider Bitzer Marc R (CHAIRMAN AND CEO) disposed via G
2026-08-03 8-K Item(s) 2.02, 9.01
2026-08-01 Insider Warner Roxanne (EVP & Chief Financial Officer) acquired via option exercise
2026-08-01 Insider Warner Roxanne (EVP & Chief Financial Officer) disposed via tax withholding ($72,561)
2026-08-01 Insider Puente Juan Carlos (EP, WHR NA & GL Strat Source) acquired via option exercise
2026-08-01 Insider Puente Juan Carlos (EP, WHR NA & GL Strat Source) disposed via tax withholding ($19,378)
2026-08-01 Insider Martin Carey L (EVP & Chief HR, Corp Rel, BUS) acquired via option exercise
2026-08-01 Insider Martin Carey L (EVP & Chief HR, Corp Rel, BUS) disposed via tax withholding ($54,440)
2026-08-01 Insider De Jong Kyle Peter (EVP & Chief Legal Officer) acquired via option exercise
2026-08-01 Insider De Jong Kyle Peter (EVP & Chief Legal Officer) disposed via tax withholding ($10,888)
2026-07-01 8-K Item(s) 2.05 -- negative
2026-06-18 8-K Item(s) 1.01, 3.03, 8.01, 9.01
2026-06-16 8-K Item(s) 1.01, 2.03, 8.01, 9.01
2026-06-02 8-K Item(s) 8.01, 9.01
2026-06-01 8-K Item(s) 8.01, 9.01
2026-05-06 8-K Item(s) 2.02, 9.01
2026-04-24 8-K Item(s) 5.07
2026-04-21 Insider MORIKIS JOHN G acquired via award
2026-04-03 8-K Item(s) 5.02, 9.01
2026-04-01 8-K Item(s) 5.02, 9.01
2026-02-26 Ownership Dilution filing by WHIRLPOOL CORP /DE/ (424B5)
2026-02-26 Ownership Dilution filing by WHIRLPOOL CORP /DE/ (424B5)
2025-06-10 Ownership Dilution filing by WHIRLPOOL CORP /DE/ (424B5)
2024-02-23 Ownership Dilution filing by WHIRLPOOL CORP /DE/ (424B5)
2023-02-15 Ownership Dilution filing by WHIRLPOOL CORP /DE/ (424B5)
2022-05-03 Ownership Dilution filing by WHIRLPOOL CORP /DE/ (424B5)
2021-04-28 Ownership Dilution filing by WHIRLPOOL CORP /DE/ (424B5)
2020-05-05 Ownership Dilution filing by WHIRLPOOL CORP /DE/ (424B5)
2020-02-19 Ownership Dilution filing by WHIRLPOOL CORP /DE/ (424B5)
2019-02-21 Ownership Dilution filing by WHIRLPOOL CORP /DE/ (424B5)

Flow ranking

Rank#1412
Score / z0.000 / 0.01
Consensus16.40 over 27 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+5% / 7.9d

Forensics

Issuance as of 2026Q2
Accrual ratio0.012
F-score—
M-score—
Net issuance2600.0%
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-08-17 Bitzer Marc R G —
2026-08-01 Warner Roxanne M —
2026-08-01 Warner Roxanne F $72,561
2026-08-01 Puente Juan Carlos M —
2026-08-01 Puente Juan Carlos F $19,378
2026-08-01 Martin Carey L M —
2026-08-01 Martin Carey L F $54,440
2026-08-01 De Jong Kyle Peter M —
2026-08-01 De Jong Kyle Peter F $10,888
2026-04-21 MORIKIS JOHN G A —
Showing the 10 most recent.

8-K events

Negative / total1 / 2
FiledFormItems
2026-08-03 8-K 2.02, 9.01
2026-07-01 8-K 2.05
2026-06-18 8-K 1.01, 3.03, 8.01, 9.01
2026-06-16 8-K 1.01, 2.03, 8.01, 9.01
2026-06-02 8-K 8.01, 9.01
2026-06-01 8-K 8.01, 9.01
2026-05-06 8-K 2.02, 9.01
2026-04-24 8-K 5.07
2026-04-03 8-K 5.02, 9.01
2026-04-01 8-K 5.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2026-02-26 424B5 WHIRLPOOL CORP /DE/
2026-02-26 424B5 WHIRLPOOL CORP /DE/
2025-06-10 424B5 WHIRLPOOL CORP /DE/
2024-02-23 424B5 WHIRLPOOL CORP /DE/
2023-02-15 424B5 WHIRLPOOL CORP /DE/
2022-05-03 424B5 WHIRLPOOL CORP /DE/
2021-04-28 424B5 WHIRLPOOL CORP /DE/
2020-05-05 424B5 WHIRLPOOL CORP /DE/
2020-02-19 424B5 WHIRLPOOL CORP /DE/
2019-02-21 424B5 WHIRLPOOL CORP /DE/
Showing the 10 most recent.

LLM reads

Ticker EvalMixed
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 114.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 38.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 29.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 13.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 11.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 4.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STRS OHIO CIK 0000820478 0.777 2154 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL CIK 0000918504 0.389 90 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just WHR). Qtrs Held counts distinct quarters this fund has actually held WHR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its WHR position size. Δ columns are the percentage-point change in WHR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status