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Essential Partners’s Whirlpool WHR Stock Holding History

Essential Partners’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
2026
Q3 		$4.23K Sell
138
-471
-77% -$17.9K ﹤0.01% 1594
2026
Q2 		$24K Buy
609
+554
+1,007% +$26K 0.01% 843
2026
Q1 		$2.97K Buy
+55
New +$4.04K ﹤0.01% 1830

Other funds holding WHR

KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

Essential Partners's WHR Position: Q3 2026 in Review

Essential Partners reduced its Whirlpool (WHR) stake by 77% in Q3 2026, selling an estimated $17.9K and leaving 138 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Essential Partners first reported a position in WHR in Q1 2026 and has held it in 3 quarters since. The position peaked at $24K in Q2 2026. 23 funds tracked by Wall St. Rank hold WHR as of Q3 2026.

  • Essential Partners held 138 shares of Whirlpool worth $4.23K as of Q3 2026.
  • Essential Partners sold 471 Whirlpool shares in Q3 2026, an estimated $17.9K.
  • Whirlpool made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1594 holding.
  • Essential Partners first reported a position in Whirlpool in Q1 2026 and has held it in 3 quarters since.
  • Essential Partners's Whirlpool position peaked at $24K in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Whirlpool as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.