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
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

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
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Wealth Enhancement Advisory Services's WHR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Whirlpool (WHR) stake by 88% in Q2 2026, buying an estimated $780K and bringing the position to 35,551 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1809.

Wealth Enhancement Advisory Services first reported a position in WHR in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.32M in Q3 2023. 65 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 35,551 shares of Whirlpool worth $1.45M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 16,660 Whirlpool shares in Q2 2026, an estimated $780K.
  • Whirlpool made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1809 holding.
  • Wealth Enhancement Advisory Services first reported a position in Whirlpool in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Whirlpool position peaked at $2.32M in Q3 2023.
  • 65 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.