Wealth Enhancement Advisory Services
WHR icon

Wealth Enhancement Advisory Services’s Whirlpool WHR Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.29M Buy
44,201
+8,650
+24% +$328K ﹤0.01% 1998
2026
Q2 		$1.45M Buy
35,551
+16,660
+88% +$780K ﹤0.01% 1809
2026
Q1 		$1.05M Buy
18,891
+3,890
+26% +$286K ﹤0.01% 1764
2025
Q4 		$1.2M Buy
15,001
+1,526
+11% +$113K ﹤0.01% 1825
2025
Q3 		$1.03M Sell
13,475
-2,472
-16% -$227K ﹤0.01% 1843
2025
Q2 		$1.75M Buy
15,947
+8,219
+106% +$684K ﹤0.01% 1429
2025
Q1 		$697K Sell
7,728
-4,928
-39% -$523K ﹤0.01% 1827
2024
Q4 		$1.45M Buy
12,656
+2,326
+23% +$257K ﹤0.01% 1342
2024
Q3 		$1.11M Buy
10,330
+2,037
+25% +$205K ﹤0.01% 1338
2024
Q2 		$847K Sell
8,293
-2,985
-26% -$291K ﹤0.01% 1359
2024
Q1 		$1.35M Sell
11,278
-3,897
-26% -$434K ﹤0.01% 1105
2023
Q4 		$1.85M Sell
15,175
-2,191
-13% -$255K 0.01% 928
2023
Q3 		$2.32M Buy
+17,366
New +$2.45M 0.01% 814

Other funds holding WHR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Greatmark Investment Partners
Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $704M AUM 30.39% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Wealth Enhancement Advisory Services's WHR Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Whirlpool (WHR) stake by 24% in Q3 2026, buying an estimated $328K and bringing the position to 44,201 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1998.

Wealth Enhancement Advisory Services first reported a position in WHR in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.32M in Q3 2023. 132 funds tracked by Wall St. Rank hold WHR as of Q3 2026.

  • Wealth Enhancement Advisory Services held 44,201 shares of Whirlpool worth $1.29M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 8,650 Whirlpool shares in Q3 2026, an estimated $328K.
  • Whirlpool made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1998 holding.
  • Wealth Enhancement Advisory Services first reported a position in Whirlpool in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Whirlpool position peaked at $2.32M in Q3 2023.
  • 132 funds tracked by Wall St. Rank held Whirlpool as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.