Jefferies Financial Group’s Whirlpool WHR Stock Holding History

Jefferies 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
2026 Q1	$366K	Buy	+6,792	New	+$499K	﹤0.01%	1329
2025 Q1	–	Sell	-3,810	Closed	-$436K	–	2042
2024 Q4	$436K	Buy	+3,810	New	+$420K	﹤0.01%	1147
2023 Q3	–	Sell	-32,824	Closed	-$4.88M	–	2030
2023 Q2	$4.88M	Buy	32,824 +30,308	+1,205%	+$4.16M	0.04%	369
2023 Q1	$332K	Sell	2,516 -21,152	-89%	-$3.01M	﹤0.01%	1205
2022 Q4	$3.35M	Buy	+23,668	New	+$3.37M	0.02%	487

Other funds holding WHR

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

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

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Jefferies Financial Group's WHR Position: Q1 2026 in Review

Jefferies Financial Group opened a new position in Whirlpool (WHR) in Q1 2026: 6,792 shares worth $366K. The stake represents ﹤0.01% of the portfolio and ranks #1329 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in WHR as recently as Q4 2024.

Jefferies Financial Group first reported a position in WHR in Q4 2022 and has held it in 5 quarters since. The position peaked at $4.88M in Q2 2023. 485 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

Jefferies Financial Group held 6,792 shares of Whirlpool worth $366K as of Q1 2026.
Whirlpool was a new Jefferies Financial Group position in Q1 2026.
Whirlpool made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1329 holding.
Jefferies Financial Group first reported a position in Whirlpool in Q4 2022 and has held it in 5 quarters since.
Jefferies Financial Group's Whirlpool position peaked at $4.88M in Q2 2023.
485 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.