JWCA
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J.W. Cole Advisors’s Whirlpool WHR Stock Holding History

J.W. Cole Advisors’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
Q2 		$290K Buy
+7,367
New +$345K 0.01% 1293
2026
Q1 		– Sell
-9,846
Closed -$707K – 1489
2025
Q4 		$707K Sell
9,846
-2,772
-22% -$205K 0.02% 767
2025
Q3 		$992K Sell
12,618
-6,004
-32% -$551K 0.02% 720
2025
Q2 		$1.89M Buy
18,622
+936
+5% +$77.9K 0.04% 433
2025
Q1 		$1.59M Buy
+17,686
New +$1.88M 0.05% 379
2024
Q3 		– Sell
-2,132
Closed -$218K – 971
2024
Q2 		$218K Sell
2,132
-695
-25% -$67.7K 0.01% 823
2024
Q1 		$337K Sell
2,827
-350
-11% -$39K 0.02% 653
2023
Q4 		$387K Buy
+3,177
New +$370K 0.02% 560

Other funds holding WHR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
QAM
QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

J.W. Cole Advisors's WHR Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Whirlpool (WHR) in Q2 2026: 7,367 shares worth $290K. The stake represents 0.01% of the portfolio and ranks #1293 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in WHR as recently as Q4 2025.

J.W. Cole Advisors first reported a position in WHR in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.89M in Q2 2025. 140 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • J.W. Cole Advisors held 7,367 shares of Whirlpool worth $290K as of Q2 2026.
  • Whirlpool was a new J.W. Cole Advisors position in Q2 2026.
  • Whirlpool made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1293 holding.
  • J.W. Cole Advisors first reported a position in Whirlpool in Q4 2023 and has held it in 8 quarters since.
  • J.W. Cole Advisors's Whirlpool position peaked at $1.89M in Q2 2025.
  • 140 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.