ESL Trust Services, LLC WHR — WHIRLPOOL CORP

Ownership history in ESL Trust Services, LLC  ·  7 quarters on record

AI Ownership Summary

ESL Trust Services, LLC reported WHIRLPOOL CORP (WHR) in 7 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.13% in 2024 Q4. The latest visible filing shows WHR at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WHR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ESL Trust Services, LLC's position in WHIRLPOOL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WHR was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WHR stock page ESL Trust Services, LLC fund profile ESL Trust Services, LLC full holdings
How ESL Trust Services, LLC held WHR — position size vs. price
% of Fund (quarterly)    WHR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 4,900 — 0% 0.05% $264K 2026-05-07 $48.21
2025 Q4 REDUCED — — — 4,900 -5 -0.1% 0.07% $353K 2026-02-10 $89.96
2025 Q3 ADDED — — — 4,905 +5 +0.1% 0.08% $386K 2025-11-04 $68.69
2025 Q2 UNCHANGED — — — 4,900 — 0% 0.10% $497K 2025-08-13 $87.06
2025 Q1 UNCHANGED — — — 4,900 — 0% 0.10% $442K 2025-05-12 $78.96
2024 Q4 ADDED — — — 4,900 +4,874 +18746.2% 0.13% $561K 2025-02-14 $96.49
2024 Q2 INITIATED — — — 26 — — 0.00% $3K 2024-08-12 $82.86

🏢 Other funds also holding WHR

As of 2026 Q2 — sorted by position size

RWWM, Inc. 3Y 7Y 9.15% QSM Asset Management Ltd 1.84% Seven Six Capital Management, LLC 1.17% Unifi Asset Management LP 0.81% LHM, INC. 0.79% LECAP ASSET MANAGEMENT LTD 0.61% IPG Investment Advisors LLC 3Y 7Y 0.56% GREATMARK INVESTMENT PARTNERS, INC. 3Y 7Y 0.54% Curi Capital, LLC 3Y 7Y 0.52% Financial Sense Advisors, Inc. 3Y 7Y 0.45%

FAQ About ESL Trust Services, LLC and WHR

These are the practical questions this page is built to answer before you even open the full history table.

How long has ESL Trust Services, LLC reported owning WHR?

ESL Trust Services, LLC reported WHR across 7 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported WHR position in ESL Trust Services, LLC's portfolio?

The largest reported portfolio weight for WHR was 0.13% in 2024 Q4.

What is the latest reported WHR position on this page?

The most recent filing on this page is 2026 Q1, when ESL Trust Services, LLC reported 4,900 shares, equal to 0.05% of portfolio, with an estimated market value of $264K.

What does the chart on this WHR ownership page compare?

The chart compares ESL Trust Services, LLC's quarterly WHR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ESL Trust Services, LLC time their WHR position?

Based on 13F filing dates vs. subsequent WHR price moves, ESL Trust Services, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on WHR relative to SPY over the holding period was -39.8%.

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