Ownership history in Whitcomb & Hess, Inc. Β· 19 quarters on record
This page tracks every 13F SEC filing in which Whitcomb & Hess, Inc. reported a position in ISHARES INC (EWP). 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. outperformed the S&P 500 by +7.2% annually on this EWP position. Timing score: 39% (7/18 decisions correct). Average cost basis: $24.11. Maximum drawdown during holding period: β28.1%.
π₯ Exceptional β beat the S&P 500 by 7.2% per year on this position.
18 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 18 add/trim decisions correct
Best entry: $17.75 (2022 Q3) Β· Worst: $30.28 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 8 trims. Bought during 8 of 8 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 2.76% 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