Signals

WHR

689 in-universe funds with a nonzero position in WHR within the trailing 4 quarters, as of 2026Q1

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

DateTypeWhat happened
2026-08-03 8-K Item(s) 2.02, 9.01
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
2026-04-03 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#991
Score / z0.102 / 0.07
Consensus204.77 over 356 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-14% / 4.3d

Forensics

Issuance as of 2026Q2
Accrual ratio0.012
F-score
M-score
Net issuance2600.0%

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 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 391.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 270.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 202.0 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 142.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Newport Trust Company, LLC CIK 0001722329 0.972 63 139.2 0.3% 4 -0.1 pp -0.0 pp -0.2 pp +0.3 pp
RWWM, Inc. CIK 0001507683 0.886 40 130.6 9.5% 4 +5.4 pp +6.4 pp +6.8 pp +9.5 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 107.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Appaloosa LP CIK 0001656456 0.883 25 105.1 1.8% 4 -2.3 pp -4.1 pp +1.4 pp +1.8 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 100.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 91.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 76.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covalis Capital LLP CIK 0001698819 0.034 100 70.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 64.8 0.8% 4 +0.0 pp +0.2 pp +0.1 pp +0.8 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 62.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 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 58.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 48.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 43.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curi Capital, LLC CIK 0001332905 0.547 888 35.8 0.6% 4 -0.3 pp -0.4 pp -0.5 pp +0.6 pp
Slate Path Capital LP CIK 0001559706 0.201 40 35.7 0.5% 3 +0.1 pp -0.5 pp +0.5 pp +0.5 pp
Maple Rock Capital Partners Inc. CIK 0001658363 0.428 51 32.0 1.0% 4 +0.1 pp +0.5 pp -1.7 pp +1.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 28.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 27.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 24.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 23.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 23.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zimmer Partners, LP CIK 0001565854 0.202 112 23.2 0.6% 1 +0.6 pp +0.6 pp +0.4 pp +0.6 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 22.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 22.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 21.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 21.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 20.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 20.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 20.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 19.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 17.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 17.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 17.2 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
Man Group plc CIK 0001637460 0.631 2032 17.1 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 16.7 0.0% 4 -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 15.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 12.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Alberta Investment Management Corp CIK 0001463559 0.789 663 12.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 12.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 10.1 0.0% 4 -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 9.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 9.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hodges Capital Management Inc. CIK 0001337263 0.208 223 9.5 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 8.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 8.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 8.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 8.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 8.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEVEN GRAND MANAGERS, LLC CIK 0001909126 0.028 176 8.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Clearline Capital LP CIK 0001600136 0.146 101 7.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 7.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 6.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 6.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Swiss National Bank CIK 0001582202 0.961 2301 6.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 6.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LEVIN CAPITAL STRATEGIES, L.P. CIK 0001354821 0.419 256 6.2 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 5.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quinn Opportunity Partners LLC CIK 0001633275 0.161 353 5.5 0.3% 4 -0.0 pp -0.2 pp -0.4 pp +0.3 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 5.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 5.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
M&G Plc CIK 0001802539 0.820 370 5.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GREATMARK INVESTMENT PARTNERS, INC. CIK 0001540944 0.537 153 5.2 0.6% 4 -0.1 pp -0.2 pp -0.4 pp +0.6 pp
Weiss Asset Management LP CIK 0001357550 0.000 613 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 4.6 0.7% 4 -0.2 pp -0.3 pp -0.7 pp +0.7 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 4.4 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4.3 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 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 4.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IPG Investment Advisors LLC CIK 0001602237 0.229 268 3.7 0.6% 4 +0.4 pp +0.3 pp -0.6 pp +0.6 pp
KWMG, LLC CIK 0001633024 0.515 153 3.6 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 3.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 3.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 3.2 0.7% 4 +0.1 pp +0.2 pp -1.7 pp +0.7 pp
LHM, INC. CIK 0002009224 0.733 24 3.2 1.2% 4 -0.1 pp -0.1 pp -0.5 pp +1.2 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
QSM Asset Management Ltd CIK 0002058325 0.227 24 3.0 1.5% 4 -0.2 pp -0.8 pp -5.7 pp +1.5 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Dallas Securities Inc. CIK 0001378559 0.326 125 3.0 1.1% 4 +0.1 pp +1.0 pp +0.6 pp +1.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 2.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TIMUCUAN ASSET MANAGEMENT INC/FL CIK 0001034541 0.882 27 2.8 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 2.8 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Truffle Hound Capital, LLC CIK 0001595862 0.080 46 2.7 1.7% 4 -0.0 pp -0.3 pp +0.3 pp +1.7 pp
BAYPOINTE PARTNERS LLC CIK 0002044734 0.000 15 2.7 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Monaco Asset Management SAM CIK 0001803593 0.097 36 2.7 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 2.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seven Six Capital Management, LLC CIK 0002021188 0.286 26 2.3 2.5% 4 +0.1 pp -0.5 pp -1.6 pp +2.5 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 2.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.0 0.0% 4 -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 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 1.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PEAK6 LLC CIK 0001389958 0.149 850 1.8 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 1.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 1.6 0.0% 3 +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 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Harvest Investment Advisors, LLC CIK 0001967261 0.414 58 1.5 0.8% 4 +0.1 pp +0.0 pp -0.2 pp +0.8 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 1.4 0.0% 4 -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 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 1.3 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 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Unifi Asset Management LP CIK 2048100 0.218 61 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 1.1 0.1% 4 +0.1 pp -0.1 pp -0.1 pp +0.1 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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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
CEERA INVESTMENTS, LLC CIK 0001860698 0.172 101 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 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
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 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 +0.0 pp +0.0 pp -0.1 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
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 0.0 0.0% 0 -0.0 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
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital World Investors CIK 0001422849 0.974 637 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Americana Partners, LLC CIK 0001797678 0.514 596 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Synergy Financial Group, LTD CIK 0001905669 0.242 119 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 0.0 0.0% 0 +0.0 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
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.0 0.0% 0 +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% 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
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
ADVENT CAPITAL MANAGEMENT /DE/ CIK 0001097278 0.171 219 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 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
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Optimist Retirement Group LLC CIK 0002011850 0.432 118 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 0.342 1827 0.0 0.0% 0 +0.0 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 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OPINICUS CAPITAL, INC. CIK 0002009743 0.156 105 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 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
Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
LCNB CORP (LCNB) CIK 0001074902 0.390 184 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 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
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
Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Members Advisory Group LLC CIK 0001908587 0.055 42 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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