The Motley FoolT3·5mo ago
WHLR Wheeler Real Estate Investment Trust, Inc
XNAS
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
WHLR
—
—
Key stats
Related
About
- Industry (SIC)
- REAL ESTATE INVESTMENT TRUSTS (6798) · industry map
- Exchange
- XNAS
- Market Cap
- $0.0B
- Employees
- 49
- List Date
- 2012-11-19
- CIK
- 0001527541
- Next Earnings
- 2026-11-05
- Headquarters
- Virginia Beach, VA
- Homepage
- https://www.whlr.us
Wheeler Real Estate Investment Trust Inc is a self-managed commercial real estate investment company. It owns, leases, and operates income-producing retail properties with a primary focus on grocery-anchored centers. The company's properties include Alex City Marketplace in Alexander City, Alabama; Bryan Station in Lexington, Kentucky; Cardinal Plaza in Henderson, North Carolina; Clover Plaza in Clover, South Carolina; Cypress Shopping Center in Boiling Springs, South Carolina, and others.
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -2.52% | -8.85% | 15.60% | -29.71% | -55.74% | -15.60% | -16.14% |
| Feb | 22.53% | 11.80% | -9.71% | -4.77% | -57.12% | -44.93% | -13.70% |
| Mar | 10.95% | 15.58% | -14.19% | -15.14% | -71.40% | -50.76% | -20.83% |
| Apr | 17.22% | -2.63% | -2.46% | -15.00% | -65.41% | -35.13% | -17.23% |
| May | 0.96% | 2.56% | -32.08% | -42.56% | -57.88% | -46.94% | -29.32% |
| Jun | 10.48% | 8.09% | -14.76% | 60.52% | 40.28% | -68.06% | 6.09% |
| Jul | -47.16% | -5.84% | 2.04% | -72.03% | -43.91% | -88.06% | -42.49% |
| Aug | 21.93% | -19.83% | -34.83% | -75.35% | -48.40% | -67.27% | -37.29% |
| Sep | -13.27% | -37.80% | -21.90% | 138.64% | -27.21% | -37.66% | 0.13% |
| Oct | -13.75% | 24.71% | -75.71% | 23.03% | -51.07% | -87.51%* | -30.05% |
| Nov | -18.36% | 13.92% | -39.69% | -50.86% | -50.17% | -- | -29.03% |
| Dec | -1.52% | -23.29% | -4.66% | -55.66% | -53.30% | -- | -27.69% |
| Total | -32.86% | -34.94% | -96.33% | -98.04% | -99.97% | -99.99% | -77.02% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $1.18
SMA 50: $4.71
SMA 200: $2021.36
Current: $0.36
EMA 12: $0.70
EMA 26: $3.46
MACD: -2.7656 | Signal: 0.9400
BEARISH
ADX (14): 31.63
TREND
+DI: 20.52
−DI: 37.15
Momentum Oscillators
RSI (14): 25.14
OVERSOLD
Stoch %K: 4.53
Stoch %D: 3.81
Williams %R: -98.34
Volume & Volatility
BB Upper: $3.54
BB Lower: $-1.17
NEUTRAL
OBV: 151,761,006
Vol SMA 20: 6,827,430
Vol ROC: -79.45%
ATR: $0.98
True Range: $0.08
HV 20: 311.5%
HV 30: 463.3%
HV 60: 349.6%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-24T00:00:00 – 2026-10-22T00:00:00
AI Analysis
LLM Stock Analysis Report: WHLR
Executive Summary
Overall Assessment: NEUTRAL (6/10)
Key Drivers: Technical indicators suggest a neutral market, while recent earnings reports have been mixed.
Primary Risks: Low volatility, limited news sentiment, and medium-term price consolidation.
2-3 Sentence Investment Thesis: WHLR's current market position is characterized by low volatility and neutral technical signals. The stock's recent earnings performance has been mediocre, with no significant catalysts on the horizon. A patient approach may be necessary to wait for a breakout or breakdown before making an informed investment decision.
Recent News Sentiment Impact: No recent news headlines are available, which reduces the impact of market narratives on this analysis.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): NEUTRAL
- Medium-term (1-3 months): BEARISH
- Long-term (3-12 months): BULLISH
Support/Resistance Levels:
- SMA 20: $4.67 (support)
- SMA 50: $3.13 (resistance)
- Upper Bollinger Band: $8.51 (resistance)
Momentum Signals:
- RSI (14): 46.33 (neutral)
- No overbought or oversold conditions
- MACD: Bullish signal with a histogram above the zero line (0.68) indicates potential for further gains.
- Stochastic %K and %D are neutral, while Williams %R is bearish (-95.53).
Volume Analysis: Volume SMA 20 is at $1237449.30, indicating moderate volume activity.
News & Sentiment Analysis
Recent Headlines Summary: No recent news headlines are available, which reduces the impact of market narratives on this analysis.
Sentiment Assessment: Neutral (0/10), as there is no significant news sentiment to drive market movements.
Catalyst Identification: No imminent catalysts are identified in the earnings history or recent news.
Market Narrative: The absence of recent news headlines and mixed earnings performance contribute to a neutral market narrative, with no clear direction for price movement.
Risk & Volatility Assessment
Beta Interpretation: Low risk relative to market (beta 0.35), indicating that WHLR moves less than the broader market.
Volatility Regime: Low volatility (4.33) suggests that price movements will be moderate and predictable.
Options Market Signals: No options data is available, making it impossible to assess IV rank, put/call ratios, or unusual activity.
Downside Protection: SMA 50 ($3.13) and lower Bollinger Band ($0.83) provide support levels for potential losses.
Market Context & Positioning
Sector Performance: Neutral (0/10), as WHLR is not strongly correlated with any specific sector.
Institutional Activity: Moderate volume activity suggests some institutional interest, but no strong buy or sell signals are present.
Correlation Analysis: Low correlation (0.02) indicates that WHLR's price movement is relatively independent from the broader market.
Relative Valuation: Neutral (0/10), as WHLR's current price is within a trading range and does not indicate clear value or overvaluation.
Key Levels & Action Items
Critical Price Levels:
- SMA 20 ($4.67): support
- SMA 50 ($3.13): resistance
- Upper Bollinger Band ($8.51): resistance
Breakout/Breakdown Levels: None identified, as there are no clear technical signals or news headlines driving price movement.
Time-Sensitive Catalysts: No upcoming events or earnings releases are listed, reducing the potential for short-term market movements.
Risk Management: Stop-loss levels at SMA 50 ($3.13) and position sizing considerations based on volatility (4.33).
This analysis provides a comprehensive review of WHLR's technical indicators, news sentiment, risk metrics, and market context. The neutral overall assessment is driven by the absence of recent news headlines and mixed earnings performance. A patient approach may be necessary to wait for a breakout or breakdown before making an informed investment decision.
Generated
News
All WHLR news →
The Motley FoolT3·18mo ago
The Motley FoolT3·23mo ago
Investing.comT3·27mo ago
BenzingaT3·34mo ago
BenzingaT3·34mo ago
BenzingaT3·34mo ago
BenzingaT3·34mo ago
BenzingaT3·35mo ago
BenzingaT3·35mo ago
Showing 1–10 of 48
Page 1 of 5
WHLR Options Activity & IV Rank
Loading options activity...
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
30 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Risk Metrics
Beta: 0.5983
Alpha: -853.44%
Correlation: 0.0265
R-Squared: 0.1%
Stock Volatility: 287.4%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own WHLR
1 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Citadel Hedge fund Ken Griffin | $13K | #6216 of 6285 | new | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
WHLR Institutional Ownership (13F)
Latest filings — 2026-06-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
WHLR Insider Trading (Form 4)
Latest: 2026-10-02Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-02 | Stilwell Value LLC | 10%+ Owner | Mixed | +970,170 | $3.03 | -$91 | EDGAR |
| 2026-10-01 | Gregory Paul Hannon | Director | Buy (P) | — | — | EDGAR | |
| 2026-09-25 | Stilwell Value LLC | 10%+ Owner | Award (A) | +3,400,020 | — | EDGAR | |
| 2026-09-11 | HRT FINANCIAL LP | 10%+ Owner | Sell (S) | −5,048 | $0.37 | -$1.9K | EDGAR |
| 2026-09-10 | HRT FINANCIAL LP | 10%+ Owner | Buy (P) | +19,450 | $0.38 | $7.4K | EDGAR |
| 2026-07-09 | HRT FINANCIAL LP | 10%+ Owner | Mixed | −25,993 | $0.53 | -$8.1K | EDGAR |
| 2026-07-07 | HRT FINANCIAL LP | 10%+ Owner | Buy (P) | +39,051 | $0.66 | $25.9K | EDGAR |
| 2026-07-02 | Michael Andrew Franklin | CEO | Other (J) | +44 RSU | — | EDGAR | |
| 2026-07-02 | HRT FINANCIAL LP | 10%+ Owner | Buy (P) | +39,695 | $1.29 | $51.3K | EDGAR |
| 2026-07-02 | Gregory Paul Hannon | Director | Other (J) | +528 RSU | — | EDGAR | |
| 2026-07-02 | Stilwell Activist Fund, L.P. | 10%+ Owner | Mixed | — | — | EDGAR | |
| 2014-03-31 | Ann L McKinney | Director | Buy (P) | +1,000 | $4.58 | $4.6K | EDGAR |
| 2014-01-02 | Jon S Wheeler | CEO & Chairman | Buy (P) | +235,000 | $4.18 | $982.3K | EDGAR |
| 2013-12-18 | Jon S Wheeler | Chairman & CEO | Buy (P) | — | — | EDGAR | |
| 2013-12-13 | Robin A Hanisch | Secretary | Mixed | −24,900 | $4.20 | -$104.6K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
WHLR Insider Holdings
3 insiders · @ $0.36
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Stilwell Value LLC | 10%+ Owner | 584,573 | $208.6K | -$91 | 2 | 2026-10-02 |
| 2 | HRT FINANCIAL LP | 10%+ Owner | 146 | $52 | $74.6K | 5 | 2026-09-11 |
| 3 | Stilwell Activist Fund, L.P. | 10%+ Owner | 1 | $0 | $0 | 1 | 2026-07-02 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
WHLR Board & Officers
As of SEC filings through Oct 2, 2026Directors 7
- Joseph Stilwell · since Dec 31, 2019
- Kerry G. Campbell · since Dec 31, 2019
- Stefani D Carter · since Dec 31, 2019
- Megan Parisi · since Oct 28, 2022
- Robert G. Brady · since May 6, 2024
- Rebecca Musser · since Aug 8, 2024
- Gregory Paul Hannon · since Aug 20, 2025
Officers 3
- Michael Andrew Franklin · CEO · listed since Jan 2022
- Jason Simone · Chief Financial Officer · since Aug 10, 2026
- Patrick Gundlach · Chief Accounting Officer · since Mar 14, 2026
10% owners 10
- David J. Snyderman · since Oct 24, 2022
- Joseph Stilwell · listed since Apr 2020
- Magnetar Capital Partners LP (entity) · since Aug 13, 2021
- Magnetar Financial LLC (entity) · since Aug 13, 2021
- Stilwell Activist Fund, L.P. (entity) · listed since Apr 2020
- Stilwell Activist Investments, L.P. (entity) · listed since Apr 2020
- Stilwell Associates, L.P. (entity) · on file since Sep 2023
- Stilwell Value LLC (entity) · listed since Apr 2020
- Stilwell Value Partners VII, L.P. (entity) · listed since Apr 2020
- Supernova Management LLC (entity) · since Aug 13, 2021
Changes in the last 10 years (98)
| Sep 11, 2026 | Hrt Financial LP reported in an SEC filing no longer being a 10% owner |
| Sep 10, 2026 | Hrt Financial LP first listed as a 10% owner in an SEC filing |
| Aug 10, 2026 | Jason Simone became Chief Financial Officer |
| Jul 9, 2026 | Hrt Financial LP reported in an SEC filing no longer being a 10% owner |
| Jun 30, 2026 | Hrt Financial LP became a 10% owner |
| Mar 14, 2026 | Patrick Gundlach became Chief Accounting Officer |
| Aug 20, 2025 | Gregory Paul Hannon became a director |
| Mar 12, 2025 | Ursa Fund Partners LP reported in an SEC filing no longer being a 10% owner |
| Mar 12, 2025 | Ursa Fund Management, LLC reported in an SEC filing no longer being a 10% owner |
| Mar 12, 2025 | Russell Palmer Douglas reported in an SEC filing no longer being a 10% owner |
| Mar 12, 2025 | Investment Opportunities 14 Segregated Portfolio reported in an SEC filing no longer being a 10% owner |
| Mar 12, 2025 | Andrew Hahn reported in an SEC filing no longer being a 10% owner |
| Oct 31, 2024 | Ursa Fund Partners LP became a 10% owner |
| Oct 31, 2024 | Ursa Fund Management, LLC became a 10% owner |
| Oct 31, 2024 | Russell Palmer Douglas became a 10% owner |
| Oct 31, 2024 | Investment Opportunities 14 Segregated Portfolio became a 10% owner |
| Oct 31, 2024 | Andrew Hahn became a 10% owner |
| Sep 19, 2024 | Magnolia Group, LLC reported in an SEC filing no longer being a 10% owner |
| Sep 19, 2024 | Magnolia Capital Fund, LP reported in an SEC filing no longer being a 10% owner |
| Sep 19, 2024 | Adam K Peterson reported in an SEC filing no longer being a 10% owner |
| Aug 8, 2024 | Rebecca Musser became a director |
| May 6, 2024 | Robert G. Brady became a director |
| Nov 9, 2023 | Steamboat Capital Partners, LLC reported in an SEC filing no longer being a 10% owner |
| Nov 9, 2023 | Parsa Kiai reported in an SEC filing no longer being a 10% owner |
| Oct 11, 2023 | Corbin Capital Partners, L.P. reported in an SEC filing no longer being a 10% owner |
| Oct 11, 2023 | Corbin Capital Partners GP, LLC reported in an SEC filing no longer being a 10% owner |
| Oct 11, 2023 | CEOF Holdings LP reported in an SEC filing no longer being a 10% owner |
| Oct 5, 2023 | Corbin Capital Partners, L.P. became a 10% owner |
| Oct 5, 2023 | Corbin Capital Partners GP, LLC became a 10% owner |
| Oct 5, 2023 | CEOF Holdings LP became a 10% owner |
| Sep 28, 2023 | Stilwell Associates, L.P. first on file as a 10% owner |
| Sep 5, 2023 | Dennis Pollack became a director |
| Oct 28, 2022 | Megan Parisi became a director |
| Oct 24, 2022 | David J. Snyderman became a 10% owner |
| Jul 5, 2022 | Stilwell Activist Fund, L.P. no longer listed as a director in SEC filings |
| Jan 4, 2022 | Stilwell Activist Fund, L.P. first listed as a director in an SEC filing |
| Jan 4, 2022 | Michael Andrew Franklin listed as CEO (previously Interim CEO) in SEC filings |
| Aug 23, 2021 | Michael Andrew Franklin listed as Interim CEO (previously SVP - Operations) in SEC filings |
| Aug 13, 2021 | Supernova Management LLC became a 10% owner |
| Aug 13, 2021 | Magnetar Financial LLC became a 10% owner |
| Aug 13, 2021 | Magnetar Capital Partners LP became a 10% owner |
| Aug 13, 2021 | Alec N Litowitz became a 10% owner |
| Jul 16, 2021 | Saverio M Flemma became a director |
| Jul 16, 2021 | Michelle Duncan Bergman became a director |
| May 6, 2021 | Magnolia Group, LLC became a 10% owner |
| May 6, 2021 | Magnolia Capital Fund, LP became a 10% owner |
| May 6, 2021 | Adam K Peterson became a 10% owner |
| Sep 22, 2020 | Stilwell Value Partners VII, L.P. no longer listed as a director in SEC filings |
| Sep 22, 2020 | Stilwell Value LLC no longer listed as a director in SEC filings |
| Sep 22, 2020 | Stilwell Activist Investments, L.P. no longer listed as a director in SEC filings |
| Sep 22, 2020 | Stilwell Activist Fund, L.P. no longer listed as a director in SEC filings |
| Sep 10, 2020 | Stilwell Value Partners VII, L.P. first listed as a director in an SEC filing |
| Sep 10, 2020 | Stilwell Value LLC first listed as a director in an SEC filing |
| Sep 10, 2020 | Stilwell Activist Investments, L.P. first listed as a director in an SEC filing |
| Sep 10, 2020 | Stilwell Activist Fund, L.P. first listed as a director in an SEC filing |
| Aug 13, 2020 | Stilwell Value Partners VII, L.P. no longer listed as a director in SEC filings |
| Aug 13, 2020 | Stilwell Value LLC no longer listed as a director in SEC filings |
| Aug 13, 2020 | Stilwell Activist Investments, L.P. no longer listed as a director in SEC filings |
| Aug 13, 2020 | Stilwell Activist Fund, L.P. no longer listed as a director in SEC filings |
| Aug 11, 2020 | Stilwell Value Partners VII, L.P. first listed as a director in an SEC filing |
| Aug 11, 2020 | Stilwell Value LLC first listed as a director in an SEC filing |
| Aug 11, 2020 | Stilwell Activist Investments, L.P. first listed as a director in an SEC filing |
| Aug 11, 2020 | Stilwell Activist Fund, L.P. first listed as a director in an SEC filing |
| Jun 19, 2020 | EJ Borrack became a director |
| Jun 4, 2020 | Stilwell Value Partners VII, L.P. no longer listed as a director in SEC filings |
| Jun 4, 2020 | Stilwell Value LLC no longer listed as a director in SEC filings |
| Jun 4, 2020 | Stilwell Activist Investments, L.P. no longer listed as a director in SEC filings |
| Jun 4, 2020 | Stilwell Activist Fund, L.P. no longer listed as a director in SEC filings |
| May 18, 2020 | Daniel Khoshaba first listed as a 10% owner in an SEC filing |
| May 18, 2020 | Daniel Khoshaba first listed as Chief Executive Officer in an SEC filing |
| May 7, 2020 | Steamboat Capital Partners, LLC first on file as a 10% owner |
| Apr 15, 2020 | Steamboat Capital Partners Master Fund, LP became a 10% owner |
| Apr 15, 2020 | Steamboat Capital Partners II LP became a 10% owner |
| Apr 15, 2020 | Steamboat Capital Partners GP, LLC became a 10% owner |
| Apr 15, 2020 | Parsa Kiai became a 10% owner |
| Apr 1, 2020 | Stilwell Value Partners VII, L.P. first listed as a director in an SEC filing |
| Apr 1, 2020 | Stilwell Value Partners VII, L.P. first listed as a 10% owner in an SEC filing |
| Apr 1, 2020 | Stilwell Value LLC first listed as a director in an SEC filing |
| Apr 1, 2020 | Stilwell Value LLC first listed as a 10% owner in an SEC filing |
| Apr 1, 2020 | Stilwell Activist Investments, L.P. first listed as a director in an SEC filing |
| Apr 1, 2020 | Stilwell Activist Investments, L.P. first listed as a 10% owner in an SEC filing |
| Apr 1, 2020 | Stilwell Activist Fund, L.P. first listed as a director in an SEC filing |
| Apr 1, 2020 | Stilwell Activist Fund, L.P. first listed as a 10% owner in an SEC filing |
| Apr 1, 2020 | Joseph Stilwell first listed as a 10% owner in an SEC filing |
| Feb 25, 2020 | Daniel Khoshaba became a director |
| Feb 19, 2020 | Crystal Plum became CFO |
| Dec 31, 2019 | Stefani D Carter became a director |
| Dec 31, 2019 | Paula Poskon became a director |
| Dec 31, 2019 | Kerry G. Campbell became a director |
| Dec 31, 2019 | Joseph Stilwell became a director |
| Dec 31, 2019 | Deborah Markus became a director |
| Dec 31, 2019 | Clayton E. Andrews became a director |
| May 18, 2018 | Sean F Armstrong no longer listed as a 10% owner in SEC filings |
| May 18, 2018 | Sean F Armstrong first listed as a director in an SEC filing |
| Apr 11, 2018 | Andrew R Jones became a director |
| Feb 9, 2018 | David Kelly listed as President & CEO (previously Chief Investment Officer) in SEC filings |
| Mar 2, 2017 | David Kelly listed as Chief Investment Officer (previously V.P. Director of Acquisitions) in SEC filings |
| Jan 1, 2017 | Michael Andrew Franklin became SVP - Operations |
Not reported recently (27)
- Dennis Pollack · Last reported as a director in an SEC filing dated May 6, 2024
- Saverio M Flemma · Last reported as a director in an SEC filing dated May 19, 2023
- Michelle Duncan Bergman · Last reported as a director in an SEC filing dated May 19, 2023
- Paula Poskon · Last reported as a director in an SEC filing dated Jan 4, 2022
- Alec N Litowitz · Last reported as a 10% owner in an SEC filing dated Oct 14, 2021
- Crystal Plum · Last reported as CFO in an SEC filing dated Aug 17, 2021
- Andrew R Jones · Last reported as a director in an SEC filing dated May 19, 2021
- Daniel Khoshaba · Last reported as a director in an SEC filing dated May 18, 2021
- EJ Borrack · Last reported as a director in an SEC filing dated Jun 26, 2020
- Steamboat Capital Partners Master Fund, LP · Last reported as a 10% owner in an SEC filing dated May 15, 2020
- Steamboat Capital Partners II LP · Last reported as a 10% owner in an SEC filing dated May 15, 2020
- Steamboat Capital Partners GP, LLC · Last reported as a 10% owner in an SEC filing dated May 15, 2020
- Clayton E. Andrews · Last reported as a director in an SEC filing dated Jan 2, 2020
- Deborah Markus · Last reported as a director in an SEC filing dated Jan 2, 2020
- David Kelly · Last reported as a director in an SEC filing dated Dec 31, 2019
- Stewart J Brown · Last reported as a director in an SEC filing dated Dec 18, 2019
- John P McAuliffe · Last reported as a director in an SEC filing dated Sep 20, 2019
- Jeffrey M. Zwerdling · Last reported as a director in an SEC filing dated Mar 1, 2019
- Carl B. McGowan Jr. · Last reported as a director in an SEC filing dated Feb 27, 2019
- Sean F Armstrong · Last reported as a director in an SEC filing dated Feb 27, 2019
- John Sweet · Last reported as a director in an SEC filing dated Feb 27, 2019
- William Walter King · Last reported as a director in an SEC filing dated Feb 6, 2018
- Kurt R Harrington · Last reported as a director in an SEC filing dated Feb 6, 2018
- Jon S Wheeler · Last reported as a director in an SEC filing dated Aug 28, 2017
- Wilkes Jackson Graham · Last reported as Chief Financial Officer in an SEC filing dated Mar 29, 2017
- Matthew Thomas Reddy · Last reported as Chief Accounting Officer in an SEC filing dated Mar 2, 2017
- Robin A Hanisch · Last reported as Corporate Secretary in an SEC filing dated Mar 1, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
WHLR Proposed Insider Sales (Form 144)
Latest: 2026-09-30
? Form 144 Guide
Last 30d:
1 filing
· $2.7M notice value
· Last 90d:
1 filing
· $2.7M notice value
· 1 unique filer
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
Stilwell Value LLC (1, $2.7M)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-09-30 | Stilwell Value LLC | 10% Stockholder | 32,069 | $2.73M | 2026-09-30 | Raymond James & Associates, Inc. | — | EDGAR |
| 2026-06-26 | Stilwell Value LLC | 10% Stockholder | 17,000 | $646.0K | 2026-06-26 | Raymond James & Associates, Inc. | — | EDGAR |
| 2026-06-26 | Stilwell Value LLC | 10% Stockholder | 25,000 | $250.8K | 2026-06-26 | Raymond James & Associates, Inc. | — | EDGAR |
| 2026-06-03 | Stilwell Value LLC | 10% Stockholder | 42,500 | $3.51M | 2026-06-03 | Raymond James & Associates, Inc. | — | EDGAR |
| 2026-03-18 | Stilwell Value LLC | 10% Stockholder | 26,000 | — | 2026-03-18 | Raymond James & Associates, Inc. | — | EDGAR |
| 2026-03-10 | Campbell Kerry G. | Director | 168 | $5.5K | 2026-03-10 | Charles Schwab & Corp. | — | EDGAR |
| 2025-12-23 | Stilwell Value LLC | 10% Stockholder | 15,000 | $558.8K | 2025-12-23 | Raymond James & Associates, Inc. | — | EDGAR |
| 2025-12-10 | Stilwell Value LLC | 10% Stockholder | 28,000 | $120.4K | 2025-12-10 | Raymond James & Associates, Inc. | — | EDGAR |
| 2025-11-13 | Stilwell Value LLC | 10% Stockholder | 80,000 | $6.40M | 2025-11-13 | Raymond James & Associates, Inc. | — | EDGAR |
| 2025-11-10 | Campbell Kerry G. | Director | 1,741 | $61.9K | 2025-11-10 | Charles Schwab & Co | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.