Signals

← Signals

☆WHR

493 in-universe funds with a nonzero position in WHR within the trailing 4 quarters, as of 2025Q2

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#22578
Score / z0.000 / -0.02
Consensus186.04 over 343 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-6% / 6.9d

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 ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 635.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 558.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 466.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 409.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 233.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Newport Trust Company, LLC CIK 0001722329 0.972 63 208.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 197.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 196.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 124.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 124.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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 108.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 89.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 71.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 61.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 61.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 57.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Maple Rock Capital Partners Inc. CIK 0001658363 0.428 51 54.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 50.0 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 44.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 44.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 43.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 35.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 35.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 35.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 33.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RWWM, Inc. CIK 0001507683 0.886 40 33.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 32.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 30.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 29.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Capital World Investors CIK 0001422849 0.974 637 29.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 27.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Appaloosa LP CIK 0001656456 0.883 25 27.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 26.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 23.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 23.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 22.5 0.0% 1 +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 19.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEPRINCE RACE & ZOLLO INC CIK 0001008894 0.338 188 17.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 16.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 16.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FISHMAN JAY A LTD/MI CIK 0001006407 0.858 79 15.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 15.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 14.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 13.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 13.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 13.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 13.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 13.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 12.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 12.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 12.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 12.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 11.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 11.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 11.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Woodline Partners LP CIK 0001784547 0.424 1011 10.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 10.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 10.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆M&G Plc CIK 0001802539 0.820 370 9.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 9.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 9.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 9.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 9.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 8.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 8.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Quinn Opportunity Partners LLC CIK 0001633275 0.161 353 7.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆GREATMARK INVESTMENT PARTNERS, INC. CIK 0001540944 0.537 153 7.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆QSM Asset Management Ltd CIK 0002058325 0.227 24 7.7 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Zimmer Partners, LP CIK 0001565854 0.202 112 6.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IPG Investment Advisors LLC CIK 0001602237 0.229 268 6.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 6.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Aquatic Capital Management LLC CIK 1803916 0.018 1209 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 5.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Xcel Wealth Management, LLC CIK 0001791002 0.304 139 5.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LHM, INC. CIK 0002009224 0.733 24 5.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆KWMG, LLC CIK 0001633024 0.515 153 5.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 5.2 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 5.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantbot Technologies LP CIK 0001512991 0.011 1893 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Seven Six Capital Management, LLC CIK 0002021188 0.286 26 4.5 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Man Group plc CIK 0001637460 0.631 2032 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Planning, Inc. CIK 0001925220 0.299 54 4.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 3.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADVENT CAPITAL MANAGEMENT /DE/ CIK 0001097278 0.171 219 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maxi Investments CY Ltd CIK 0001838222 0.024 72 3.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nebula Research & Development LLC CIK 0001792635 0.000 0 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curat Global, LLC CIK 0002063003 0.123 251 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bollard Group LLC CIK 0001556218 0.801 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pingora Partners LLC CIK 0002011176 0.362 182 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cromwell Holdings LLC CIK 0001894712 0.161 1108 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 0.0 0.0% 0 -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% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 0.0 0.0% 0 -0.1 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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