Signals

← Signals

☆WHR

550 in-universe funds with a nonzero position in WHR within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#23055
Score / z0.000 / -0.00
Consensus164.10 over 289 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

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 Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
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 496.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Appaloosa LP CIK 0001656456 0.883 25 432.3 5.9% 2 +5.4 pp +5.9 pp +5.9 pp +5.9 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 432.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 338.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 251.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 184.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Newport Trust Company, LLC CIK 0001722329 0.972 63 170.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 151.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 137.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 98.5 0.0% 2 -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 97.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 94.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Slate Path Capital LP CIK 0001559706 0.201 40 65.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 56.5 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 48.5 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 46.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RWWM, Inc. CIK 0001507683 0.886 40 43.7 3.1% 2 +0.4 pp +3.1 pp +3.1 pp +3.1 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 37.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 37.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 37.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 35.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 34.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 33.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 31.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 31.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 31.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 26.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 23.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 23.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital World Investors CIK 0001422849 0.974 637 22.9 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 22.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 21.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 19.9 0.0% 2 -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 15.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 14.5 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Maple Rock Capital Partners Inc. CIK 0001658363 0.428 51 14.5 0.6% 2 -2.1 pp +0.6 pp +0.6 pp +0.6 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 13.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 13.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 12.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 11.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FISHMAN JAY A LTD/MI CIK 0001006407 0.858 79 10.8 0.9% 2 -0.6 pp +0.9 pp +0.9 pp +0.9 pp
☆DEPRINCE RACE & ZOLLO INC CIK 0001008894 0.338 188 10.3 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 10.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 10.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 9.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 9.6 0.0% 3 -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% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Quantbot Technologies LP CIK 0001512991 0.012 1893 9.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 9.0 0.0% 2 -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 9.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 8.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 7.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 7.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 7.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&G Plc CIK 0001802539 0.820 370 7.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 6.4 1.0% 2 -0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆GREATMARK INVESTMENT PARTNERS, INC. CIK 0001540944 0.537 153 6.3 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 6.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quinn Opportunity Partners LLC CIK 0001633275 0.161 353 6.1 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Access Investment Management LLC CIK 0002010477 0.311 144 6.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 6.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 5.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Woodline Partners LP CIK 0001784547 0.424 1011 5.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 4.9 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWMG, LLC CIK 0001633024 0.515 153 4.3 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Xcel Wealth Management, LLC CIK 0001791002 0.303 139 4.3 1.1% 2 -0.5 pp +1.1 pp +1.1 pp +1.1 pp
☆HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 4.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LHM, INC. CIK 0002009224 0.733 24 4.1 1.4% 2 -0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 3.6 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 3.5 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.2 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truffle Hound Capital, LLC CIK 0001595862 0.080 46 3.1 2.0% 2 +0.6 pp +2.0 pp +2.0 pp +2.0 pp
☆QSM Asset Management Ltd CIK 0002058325 0.227 24 3.1 2.2% 2 -4.9 pp +2.2 pp +2.2 pp +2.2 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seven Six Capital Management, LLC CIK 0002021188 0.286 26 3.0 3.0% 2 -1.1 pp +3.0 pp +3.0 pp +3.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.614 2019 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 2.8 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 2.7 0.5% 2 -1.9 pp +0.5 pp +0.5 pp +0.5 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 2.6 0.5% 2 -0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 2.5 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SummitTX Capital, L.P. CIK 0002052310 0.070 756 2.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 2.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 2.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IPG Investment Advisors LLC CIK 0001602237 0.229 268 1.8 0.3% 2 -0.9 pp +0.3 pp +0.3 pp +0.3 pp
☆CenterBook Partners LP CIK 0001872738 0.028 693 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EDMP, INC. CIK 0001016021 0.245 70 1.7 1.4% 2 -0.7 pp +1.4 pp +1.4 pp +1.4 pp
☆YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROMETHIUM ADVISORS,LLC CIK 0002034073 0.230 122 1.6 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PEAK6 LLC CIK 0001389958 0.149 850 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 2 -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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Planning, Inc. CIK 0001925220 0.299 54 0.0 0.0% 0 -2.5 pp +0.0 pp +0.0 pp +0.0 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bollard Group LLC CIK 0001556218 0.801 308 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CEERA INVESTMENTS, LLC CIK 0001860698 0.172 101 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Hodges Capital Management Inc. CIK 0001337263 0.208 223 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maxi Investments CY Ltd CIK 0001838222 0.024 72 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wynn Capital, LLC CIK 0002009900 0.350 116 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 0.0 0.0% 0 -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% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Wealth Planning & Management, Inc. CIK 0002058383 0.058 189 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Pingora Partners LLC CIK 0002011176 0.362 182 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆MADDEN SECURITIES Corp CIK 0001803566 0.326 118 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First City Capital Management, Inc. CIK 0001427350 0.257 164 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHERBROOKE PARK ADVISERS LLC CIK 0001965377 0.000 182 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 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
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 0 -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% 0 -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% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Capital Partners, LLC CIK 0001731216 0.226 72 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capula Management Ltd CIK 0001557017 0.915 303 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRAXIS INVESTMENT MANAGEMENT INC CIK 0001056825 0.490 853 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestate Advisors LLC CIK 0001660328 0.717 42 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zimmer Partners, LP CIK 0001565854 0.202 112 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Optimist Retirement Group LLC CIK 0002011850 0.432 118 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LMR Partners LLP CIK 0001578621 0.225 1167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆ADVENT CAPITAL MANAGEMENT /DE/ CIK 0001097278 0.171 219 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manatuck Hill Partners, LLC CIK 0001467902 0.027 129 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestcor Inc CIK 0001536925 0.400 1189 0.0 0.0% 0 -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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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