Ownership history in Whitcomb & Hess, Inc. Β· 15 quarters on record
This page tracks every 13F SEC filing in which Whitcomb & Hess, Inc. reported a position in ISHARES INC (EWZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Whitcomb & Hess, Inc. underperformed the S&P 500 by β4.7% annually on this EWZ position. Timing score: 64% (9/14 decisions correct). Average cost basis: $22.73. Maximum drawdown during holding period: β30.4%.
β οΈ Trailed SPY by 4.7% ann. on this position.
14 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
9 of 14 add/trim decisions correct
Best entry: $21.08 (2022 Q2) Β· Worst: $29.95 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
10 adds Β· 5 trims. Bought during 4 of 5 down-price quarters. π More buys than sells across the holding period.
π Whitcomb & Hess, Inc. has been actively increasing its EWZ allocation β a bullish signal from insiders.
Currently 2.18% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size