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Wealthspire Advisors (New York)’s Whirlpool WHR Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-51
Closed -$4.01K – 2895
2025
Q3 		$4.01K Buy
+51
New +$4.68K ﹤0.01% 2406
2020
Q2 		– Sell
-2,465
Closed -$212K – 534
2020
Q1 		$212K Buy
+2,465
New +$324K 0.01% 478
2019
Q1 		– Sell
-15
Closed -$2K – 797
2018
Q4 		$2K Buy
+15
New +$1.7K ﹤0.01% 772

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s WHR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Whirlpool (WHR) in Q4 2025, closing a stake of 51 shares — an estimated $4.01K sold.

Wealthspire Advisors (New York) first reported a position in WHR in Q4 2018 and held it in 3 quarters. The position peaked at $212K in Q1 2020. 512 funds tracked by Wall St. Rank hold WHR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Whirlpool position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 51 Whirlpool shares in Q4 2025, an estimated $4.01K.
  • Wealthspire Advisors (New York) first reported a position in Whirlpool in Q4 2018 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s Whirlpool position peaked at $212K in Q1 2020.
  • 512 funds tracked by Wall St. Rank held Whirlpool as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.