Westhampton Capital’s Whirlpool WHR Stock Holding History

Westhampton Capital’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	$251K	Sell	8,165 -25	-0.3%	-$949	0.11%	110
2026 Q2	$323K	Hold	8,190	–	–	0.13%	103
2026 Q1	$442K	Hold	8,190	–	–	0.21%	88
2025 Q4	$591K	Sell	8,190 -3,000	-27%	-$221K	0.28%	80
2025 Q3	$880K	Hold	11,190	–	–	0.43%	67
2025 Q2	$1.13M	Buy	11,190 +400	+4%	+$33.3K	0.59%	53
2025 Q1	$973K	Hold	10,790	–	–	0.53%	61
2024 Q4	$1.24M	Buy	10,790 +375	+4%	+$41.4K	0.63%	53
2024 Q3	$1.11M	Hold	10,415	–	–	0.57%	57
2024 Q2	$1.06M	Buy	10,415 +1,015	+11%	+$98.9K	0.58%	55
2024 Q1	$1.12M	Buy	9,400 +4,125	+78%	+$460K	0.61%	52
2023 Q4	$642K	Buy	5,275 +3,660	+227%	+$426K	0.38%	77
2023 Q3	$216K	Hold	1,615	–	–	0.14%	112
2023 Q2	$240K	Buy	+1,615	New	+$222K	0.16%	103

Other funds holding WHR

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

QAM

QSM Asset Management London, United Kingdom $243M AUM 42.04% 1-Year Est. Return

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

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Westhampton Capital's WHR Position: Q3 2026 in Review

Westhampton Capital reduced its Whirlpool (WHR) stake by 0.31% in Q3 2026, selling an estimated $949 and leaving 8,165 shares worth $251K. The position accounts for 0.11% of the portfolio, ranked #110.

Westhampton Capital first reported a position in WHR in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.24M in Q4 2024. 151 funds tracked by Wall St. Rank hold WHR as of Q3 2026.

Westhampton Capital held 8,165 shares of Whirlpool worth $251K as of Q3 2026.
Westhampton Capital sold 25 Whirlpool shares in Q3 2026, an estimated $949.
Whirlpool made up 0.11% of Westhampton Capital's portfolio in Q3 2026, its #110 holding.
Westhampton Capital first reported a position in Whirlpool in Q2 2023 and has held it in 14 quarters since.
Westhampton Capital's Whirlpool position peaked at $1.24M in Q4 2024.
151 funds tracked by Wall St. Rank held Whirlpool as of Q3 2026.

Based on Westhampton Capital's 13F filing for Q3 2026, filed 30 Oct 2026.