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Ethic Inc’s Whirlpool WHR Stock Holding History

Ethic Inc’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
Q2 		– Sell
-2,362
Closed -$215K – 1305
2025
Q1 		$215K Sell
2,362
-1,176
-33% -$125K ﹤0.01% 1052
2024
Q4 		$405K Sell
3,538
-2,657
-43% -$293K 0.01% 865
2024
Q3 		$741K Buy
6,195
+2,860
+86% +$287K 0.02% 659
2024
Q2 		$341K Sell
3,335
-2,860
-46% -$279K 0.01% 873
2024
Q1 		$741K Sell
6,195
-1,497
-19% -$167K 0.02% 659
2023
Q4 		$937K Buy
7,692
+2,269
+42% +$264K 0.03% 554
2023
Q3 		$725K Buy
5,423
+912
+20% +$129K 0.03% 562
2023
Q2 		$671K Buy
4,511
+1,473
+48% +$202K 0.02% 560
2023
Q1 		$401K Buy
3,038
+1,153
+61% +$164K 0.02% 715
2022
Q4 		$267K Buy
1,885
+15
+0.8% +$2.13K 0.01% 754
2022
Q3 		$252K Sell
1,870
-329
-15% -$52.4K 0.02% 688
2022
Q2 		$341K Buy
2,199
+803
+58% +$140K 0.02% 591
2022
Q1 		$241K Buy
1,396
+225
+19% +$45.6K 0.02% 660
2021
Q4 		$275K Buy
+1,171
New +$257K 0.02% 551

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ethic Inc's WHR Position: Q2 2025 in Review

Ethic Inc sold out of Whirlpool (WHR) in Q2 2025, closing a stake of 2,362 shares — an estimated $215K sold.

Ethic Inc first reported a position in WHR in Q4 2021 and held it in 14 quarters. The position peaked at $937K in Q4 2023. 537 funds tracked by Wall St. Rank hold WHR as of Q2 2025.

  • Ethic Inc reported no remaining Whirlpool position as of Q2 2025 after selling out during the quarter.
  • Ethic Inc sold 2,362 Whirlpool shares in Q2 2025, an estimated $215K.
  • Ethic Inc first reported a position in Whirlpool in Q4 2021 and held it in 14 quarters.
  • Ethic Inc's Whirlpool position peaked at $937K in Q4 2023.
  • 537 funds tracked by Wall St. Rank held Whirlpool as of Q2 2025.

Based on Ethic Inc's 13F filing for Q2 2025, filed 30 Jul 2025.