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Delta Financial Group’s Whirlpool WHR Stock Holding History

Delta Financial Group’s Portfolio WHR Stock Details WHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$287K Hold
3,000
– – 0.07% 201
2024
Q4 		$343K Buy
+3,000
New +$331K 0.08% 176

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Delta Financial Group's WHR Position: Q1 2025 in Review

Delta Financial Group held its Whirlpool (WHR) position steady in Q1 2025 at 3,000 shares worth $287K. The position accounts for 0.07% of the portfolio, ranked #201.

Delta Financial Group first reported a position in WHR in Q4 2024 and has held it in 2 quarters since. The position peaked at $343K in Q4 2024. 531 funds tracked by Wall St. Rank hold WHR as of Q1 2025.

  • Delta Financial Group held 3,000 shares of Whirlpool worth $287K as of Q1 2025.
  • Delta Financial Group left its Whirlpool share count unchanged in Q1 2025.
  • Whirlpool made up 0.07% of Delta Financial Group's portfolio in Q1 2025, its #201 holding.
  • Delta Financial Group first reported a position in Whirlpool in Q4 2024 and has held it in 2 quarters since.
  • Delta Financial Group's Whirlpool position peaked at $343K in Q4 2024.
  • 531 funds tracked by Wall St. Rank held Whirlpool as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.