IEQ Capital’s Whirlpool WHR Stock Holding History

IEQ Capital’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	–	Sell	-7,587	Closed	-$869K	–	1750
2024 Q4	$869K	Buy	7,587 +3,488	+85%	+$385K	0.01%	701
2024 Q3	$439K	Buy	+4,099	New	+$412K	0.01%	798

Other funds holding WHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IEQ Capital's WHR Position: Q1 2025 in Review

IEQ Capital sold out of Whirlpool (WHR) in Q1 2025, closing a stake of 7,587 shares — an estimated $869K sold.

IEQ Capital first reported a position in WHR in Q3 2024 and held it in 2 quarters. The position peaked at $869K in Q4 2024. 531 funds tracked by Wall St. Rank hold WHR as of Q1 2025.

IEQ Capital reported no remaining Whirlpool position as of Q1 2025 after selling out during the quarter.
IEQ Capital sold 7,587 Whirlpool shares in Q1 2025, an estimated $869K.
IEQ Capital first reported a position in Whirlpool in Q3 2024 and held it in 2 quarters.
IEQ Capital's Whirlpool position peaked at $869K in Q4 2024.
531 funds tracked by Wall St. Rank held Whirlpool as of Q1 2025.

Based on IEQ Capital's 13F filing for Q1 2025, filed 14 May 2025.