The next time you buy an appliance, you may experience sticker shock.
WHR Whirlpool Corp.
XNYS
31.71
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history 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.
WHR
$31.71
—
What changed
Recent filings, trades and movesKey stats
$31.71
- 52-Week Range
- $25.50 – $94.82
- YTD
- -57.44%
- IV Rank (30D)
- 58.04
- Straddle Price
- $5.50
- P/C Vol Ratio
- 1.35
- Market Cap
- $2.0B
- Open
- $30.72
- Day Range
- $30.67 – $31.80
- Volume
- 1,288,702
- Prev Close
- $30.54
Fair Value
+50.0% vs price
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.90% |
| Beta vs SPY | 1.04 |
| Cost of Equity (CAPM) | 10.63% (VRP-adj) |
| WACC | 6.23% |
| Volatility Risk Premium | +22.6pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | -10.0% |
| DCF Horizon | 5 years explicit + fade |
| Free Cash Flow (TTM) | $-0.1B |
| Return on Equity (TTM) | -4.0% |
| Book / Price | 185.7% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 13.1% |
| FCF Margin (TTM) | -0.6% |
| Debt / Equity | 1.84 |
| Quality Score | 0/6 — cyclical/struggling (5y DCF) |
| SMA 50 | $31.76 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $28.83 |
| Bollinger Width / SMA20 | 24.2% (drives anchor stability) |
| Net Debt | $5.7B |
| Market Cap | $2B |
Peers used for multiples: AOS, COOK, SN
(SIC-code peers; ETF co-membership was sector-incoherent)
Blended Fair Value
$92.95
Deviation
+50.0%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | $7.85 | 18% | |
| Peer P/E | n/a | 0% | |
| Peer EV/EBITDA | $36.58 | 7% | median 11.9× · 3 peers |
| Peer P/B | $277.92 | 9% | median 4.9× · 3 peers |
| Peer P/S | $522.56 | 9% | median 2.4× · 3 peers |
| Market Anchor (SMA50) | $31.76 | 34% | stability 75% (BB-width) |
| Options Expected (B-L 30d) | $29.86 | 23% | 24 strikes · skew -0.35 |
As of 2026-11-09 · updated
Related
About
- Industry (SIC)
- HOUSEHOLD APPLIANCES (3630) · industry map
- Exchange
- XNYS
- Market Cap
- $2.0B
- Employees
- 41,000
- List Date
- 1955-09-19
- CIK
- 0000106640
- Last Earnings
- Oct 26 after close · +3.7% vs ±17.1% expected
- Next Earnings
- ~Jan 27, 2027 (estimated)
- Headquarters
- Benton Harbor, MI
- Homepage
- https://www.whirlpoolcorp.com
Whirlpool Corp is a manufacturer and marketer of kitchen and laundry appliances, with its presence in different markets around the world. It offers products like refrigerators, washing machines, cooktops, ovens, freezers, and others, which are marketed through various brands such as KitchenAid, Maytag, Amana, Brastemp, Consul, Whirlpool, Jennair, etc. The company's operating and reportable segments are: Major Domestic Appliances (MDA) North America (its key revenue-generating segment), MDA Europe, MDA Latin America, and Small Domestic Appliances (SDA) Global.
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 | 4.63% | -9.67% | 8.25% | -10.89% | -8.73% | 7.37% | -1.51% |
| Feb | 1.89% | -3.46% | -11.83% | -3.60% | 2.60% | -14.40% | -4.80% |
| Mar | 11.46% | -14.14% | -3.33% | 12.00% | -8.45% | -15.83% | -3.05% |
| Apr | 4.95% | 5.27% | 5.98% | -20.42% | -16.32% | 3.28% | -2.88% |
| May | -1.60% | -0.56% | -7.51% | -1.63% | 3.14% | -23.25% | -5.24% |
| Jun | -8.33% | -14.21% | 13.23% | 10.80% | 29.12% | -7.12% | 3.92% |
| Jul | 0.91% | 9.70% | -3.29% | 1.09% | -21.12% | -6.10% | -3.14% |
| Aug | -0.01% | -10.80% | -2.32% | 1.71% | 12.68% | 4.16% | 0.90% |
| Sep | -8.88% | -13.12% | -5.81% | 8.99% | -13.20% | -19.14% | -8.53% |
| Oct | 2.74% | -1.57% | -20.83% | -3.20% | -9.34% | -1.77% | -5.66% |
| Nov | 1.53% | 6.67% | 4.17% | 7.99% | 9.04% | 0.47%* | 4.98% |
| Dec | 8.45% | -5.07% | 7.12% | 3.37% | -9.24% | -- | 0.93% |
| Total | 17.00% | -43.02% | -19.50% | 1.05% | -33.87% | -55.55% | -22.32% |
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: $28.97
SMA 50: $31.57
SMA 200: $46.90
Current: $31.77
EMA 12: $30.28
EMA 26: $30.19
MACD: 0.0961 | Signal: 0.6420
BEARISH
ADX (14): 30.40
TREND
+DI: 23.81
−DI: 19.04
Momentum Oscillators
RSI (14): 55.31
NEUTRAL
Stoch %K: 75.90
Stoch %D: 79.77
Williams %R: -17.72
Volume & Volatility
BB Upper: $32.69
BB Lower: $25.25
NEUTRAL
OBV: -173,874,660
Vol SMA 20: 4,973,361
Vol ROC: -87.19%
ATR: $1.76
True Range: $1.26
HV 20: 78.1%
HV 30: 64.8%
HV 60: 54.1%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-08T00:00:00 – 2026-11-06T00:00:00
AI Analysis
Written before WHR’s Oct 26 earnings report, so it doesn’t reflect the results.
LLM Stock Analysis Report
Executive Summary
This report is neutral with a confidence level of 6/10. WHR's recent price movement is driven by mixed technical signals, positive news sentiment, and moderate volatility. The stock's beta is above average, indicating it moves in tandem with the market while amplifying its fluctuations. Our analysis highlights key drivers, primary risks, and investment thesis.
Key Drivers
- Positive news headlines: WHR has received favorable attention due to partnerships and product launches.
- Medium-term trend direction: The 20-period SMA is bearish, but the stock's recent price action suggests a possible bounce or consolidation within the range.
Primary Risks
- Bearish MACD signal: The MACD histogram indicates a strong bearish momentum.
- High volatility: WHR's beta and historical volatility suggest increased market fluctuations, which can impact its price movement.
- Negative news sentiment: Recent headlines have been mixed, with some reports highlighting potential risks or challenges.
Investment Thesis
WHR is poised for a possible bounce or consolidation within the current range. The stock's recent price action suggests it may be oversold or due for a correction. However, this scenario is not without risk, as the bearish MACD signal and high volatility suggest potential for further declines.
Recent News Headlines Summary
The last 10 news articles highlight positive sentiment, with reports on product launches, partnerships, and lifestyle trends. The overall tone is optimistic, but one article highlights a potential challenge related to sustainability.
Sentiment Assessment
The aggregate news sentiment is positive (60%), indicating that the majority of recent headlines are favorable.
Catalyst Identification
No immediate catalysts are identified, but upcoming events such as product launches and earnings reports could impact WHR's price movement.
Market Narrative
Recent news headlines align with the technical signals, suggesting a possible correction or consolidation. The market narrative is neutral to positive, emphasizing WHR's resilience and growth potential.
Risk & Volatility Assessment
- Beta: 1.15 (above average)
- Volatility Regime: High
- Options Market Signals: IV rank 31.3%, put/call ratio 0.48 (bullish)
Market Context & Positioning
- Sector Performance: WHR's sector is relatively strong, with the consumer goods industry showing moderate growth.
- Institutional Activity: Volume patterns suggest institutional interest in buying pressure.
Key Levels & Action Items
- Critical Price Levels: $40.72 (current price), $38.95 (SMA 20)
- Breakout/Breakdown Levels: $42.59 (upper Bollinger band), $35.31 (lower Bollinger band)
- Time-Sensitive Catalysts: Upcoming earnings report, product launch
- Risk Management: Monitor the MACD signal and volatility to adjust position sizes.
Conclusion
WHR's recent price movement is driven by mixed technical signals, positive news sentiment, and moderate volatility. The stock's beta is above average, indicating it moves in tandem with the market while amplifying its fluctuations. Our analysis highlights key drivers, primary risks, and investment thesis.
Generated
News
All WHR news →
Structural cost cuts of $290 million and pricing actions set the stage for margin recovery when housing demand returns.
See why shoppers are delaying appliance purchases and what the company's 2027 plan means for investors.
Margin recovery gains traction despite macroeconomic headwinds and volume pressures.
Whirlpool Corp. slashed its full-year outlook for the third time this year and forecast its first annual loss in decades, citing a sluggish consumer environment and high commodity prices.
The appliance maker said higher raw material and fuel costs are compounding its problems.
Showing 1–10 of 18
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Earnings History
15 of 24 under expected move
Avg Expected Move
8.26%
Avg Actual Move
6.36%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-01-27 | After-Close | 7.44% | 8.38% | 1.13x | Exceeded |
| 2021-04-21 | After-Close | 5.45% | 0.64% | 0.12x | Within |
| 2021-07-21 | After-Close | 5.00% | 1.18% | 0.24x | Within |
| 2021-10-21 | After-Close | 5.33% | 2.66% | 0.50x | Within |
| 2022-01-26 | After-Close | 6.39% | 3.77% | 0.59x | Within |
| 2022-04-25 | After-Close | 6.84% | 4.63% | 0.68x | Within |
| 2022-07-25 | After-Close | 6.72% | 2.25% | 0.33x | Within |
| 2022-10-20 | After-Close | 5.30% | 0.08% | 0.02x | Within |
| 2023-01-17 | After-Close | 2.61% | 2.93% | 1.12x | Exceeded |
| 2023-04-24 | After-Close | 4.35% | 5.79% | 1.33x | Exceeded |
| 2023-07-24 | After-Close | 6.93% | 2.95% | 0.43x | Within |
| 2023-10-25 | After-Close | 4.60% | 15.83% | 3.44x | Exceeded |
| 2024-01-29 | After-Close | 7.90% | 6.60% | 0.84x | Within |
| 2024-04-24 | After-Close | 6.20% | 10.13% | 1.63x | Exceeded |
| 2024-07-24 | After-Close | 7.44% | 2.86% | 0.38x | Within |
| 2024-10-23 | After-Close | 6.98% | 11.17% | 1.60x | Exceeded |
| 2025-01-29 | After-Close | 12.77% | 16.48% | 1.29x | Exceeded |
| 2025-04-23 | After-Close | 12.41% | 1.58% | 0.13x | Within |
| 2025-07-28 | After-Close | 11.46% | 13.43% | 1.17x | Exceeded |
| 2025-10-27 | After-Close | 12.67% | 5.15% | 0.41x | Within |
| 2026-01-28 | After-Close | 10.70% | 4.83% | 0.45x | Within |
| 2026-05-06 | After-Close | 11.10% | 11.91% | 1.07x | Exceeded |
| 2026-08-03 | After-Close | 14.60% | 13.80% | 0.95x | Within |
| 2026-10-26 | After-Close | 17.11% | 3.67% | 0.21x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
WHR Options Activity & IV Rank
WHR IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 65.0%
7-DTE IV: 67.9%
Expected Move: $5.50
7-DTE Move: $3.08
Days to Exp: 39 (2026-12-18)
Options Flow · All expiries
Call Volume: 4,122
Put Volume: 5,568
P/C Volume: 1.351
BEARISH
Call OI: 150,491
Put OI: 108,189
P/C OI: 0.719
Total OI: 258,680
ATM Options Pricing
ATM Call: $2.40
ATM Put: $3.10
Call %: 7.6%
Put %: 9.8%
Chain Summary
Chain Volume: 9,690
Chain OI: 258,680
Last Updated: 11/9/2026
Spread Scanner
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score
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.
Calendars: the long leg is valued at the short leg’s expiration (Black-Scholes at its current IV) across the range of prices the short leg’s IV implies, giving the best-case profit (R/R = that over the debit) and P(profit).
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 →
Scanning bull put, bear call, iron condor and calendar spreads…
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 52nd percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
52%
vs own history
GEX tilt
-0.04
OI-weighted, today
Vanna tilt
+0.41
δ-sensitivity to IV
Charm tilt
-0.51
δ-decay vs time
Vanna tilt +0.41: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.51: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 24 ATM contracts, 53k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
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
No data
30 DTE / 10d
—
—
pts
EXTREME
No data
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
Loading the implied volatility surface…
Volatility Smile
Loading the implied volatility smile…
IV Rank (7 DTE)46.2MediumNov 9
IV Rank (30 DTE)58.0MediumNov 9
Straddle Price (30 DTE)$5.50Nov 9
Beta Analysis
Risk Metrics
Beta: 1.0642
Alpha: -75.27%
Correlation: 0.2784
R-Squared: 7.8%
Stock Volatility: 52.7%
Market Volatility: 13.8%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Above average volatility - stock moves with market amplification
Above average volatility - stock moves with market amplification
Beta & Alpha Over Time
Notable investors who own WHR
4 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Millennium Management Hedge fund Izzy Englander | $56.3M | #560 of 3716 | +76.8% | 13F | |
| Citadel Hedge fund Ken Griffin | $33.6M | #875 of 6285 | +160.6% | 13F | |
| Appaloosa Hedge fund David Tepper | $28.2M | #24 of 25 | -63.3% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $30K | #3587 of 4729 | -41.9% | 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
WHR Institutional Ownership (13F)
Filings for 2026-06-30 · 185 already for 2026-09-30
? 13F Guide
Diluted shares outstanding: 61,675,000 (as of 2026-09-30)
Institutional 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.
21 filers$413.55M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $156.32M | 37.80% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $69.15M | 16.72% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $51.80M | 12.53% | 2026-06-30 |
| 4 | IMC-Chicago, LLC Custodian | $29.54M | 7.14% | 2026-09-30 |
| 5 | Point72 Asset Management, L.P. | $25.21M | 6.09% | 2026-06-30 |
| 6 | D. E. Shaw & Co., Inc. Custodian | $20.10M | 4.86% | 2026-06-30 |
| 7 | Citigroup Inc. Custodian | $14.70M | 3.56% | 2026-09-30 |
| 8 | TUDOR INVESTMENT CORP ET AL | $10.54M | 2.55% | 2026-06-30 |
| 9 | Caption Management, LLC | $7.10M | 1.72% | 2026-06-30 |
| 10 | CAPITAL FUND MANAGEMENT S.A. | $5.49M | 1.33% | 2026-06-30 |
| 11 | GROUP ONE TRADING LLC Custodian | $4.75M | 1.15% | 2026-06-30 |
| 12 | Two Sigma Investments, LP Custodian | $3.87M | 0.94% | 2026-06-30 |
| 13 | Squarepoint Ops LLC | $3.86M | 0.93% | 2026-06-30 |
| 14 | Simplex Trading, LLC Custodian | $3.77M | 0.91% | 2026-09-30 |
| 15 | Walleye Capital LLC | $3.05M | 0.74% | 2026-06-30 |
| 16 | Qube Research & Technologies Ltd | $1.75M | 0.42% | 2026-06-30 |
| 17 | CMT Capital Markets Trading GmbH | $1.26M | 0.30% | 2026-06-30 |
| 18 | Millennium Management LLC Custodian | $1.09M | 0.26% | 2026-06-30 |
| 19 | Walleye Trading LLC | $165.56K | 0.04% | 2026-06-30 |
| 20 | Advisory Services Network, LLC Custodian | $15.77K | <0.01% | 2026-06-30 |
| 21 | Chicago Partners Investment Group LLC | $5.62K | <0.01% | 2026-09-30 |
25 filers$509.22M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Point72 Asset Management, L.P. | $175.23M | 34.41% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $115.73M | 22.73% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $45.34M | 8.90% | 2026-06-30 |
| 4 | Citadel Advisors LLC Custodian | $41.72M | 8.19% | 2026-06-30 |
| 5 | IMC-Chicago, LLC Custodian | $23.26M | 4.57% | 2026-09-30 |
| 6 | Parallax Volatility Advisers, L.P. | $16.16M | 3.17% | 2026-06-30 |
| 7 | WOLVERINE ASSET MANAGEMENT LLC | $12.95M | 2.54% | 2026-09-30 |
| 8 | Citigroup Inc. Custodian | $11.04M | 2.17% | 2026-09-30 |
| 9 | PEAK6 LLC | $10.97M | 2.16% | 2026-06-30 |
| 10 | D. E. Shaw & Co., Inc. Custodian | $8.94M | 1.76% | 2026-06-30 |
| 11 | CREDIT AGRICOLE S A | $7.88M | 1.55% | 2026-06-30 |
| 12 | GROUP ONE TRADING LLC Custodian | $6.54M | 1.28% | 2026-06-30 |
| 13 | Two Sigma Investments, LP Custodian | $5.19M | 1.02% | 2026-06-30 |
| 14 | Walleye Capital LLC | $5.16M | 1.01% | 2026-06-30 |
| 15 | CAPITAL FUND MANAGEMENT S.A. | $5.12M | 1.01% | 2026-06-30 |
| 16 | TUDOR INVESTMENT CORP ET AL | $3.90M | 0.77% | 2026-06-30 |
| 17 | BNP Paribas Financial Markets Custodian | $3.39M | 0.67% | 2026-06-30 |
| 18 | Walleye Trading LLC | $2.89M | 0.57% | 2026-06-30 |
| 19 | Simplex Trading, LLC Custodian | $2.66M | 0.52% | 2026-09-30 |
| 20 | Squarepoint Ops LLC | $1.51M | 0.30% | 2026-06-30 |
| 21 | Skaana Management L.P. | $1.34M | 0.26% | 2026-06-30 |
| 22 | Goldman Sachs Group Inc Custodian | $1.18M | 0.23% | 2026-06-30 |
| 23 | Qube Research & Technologies Ltd | $875.12K | 0.17% | 2026-06-30 |
| 24 | Tidal Investments LLC | $244.40K | 0.05% | 2026-06-30 |
| 25 | SUMMIT SECURITIES GROUP LLC | $3.07K | <0.01% | 2026-09-30 |
WHR Insider Trading (Form 4)
Latest: 2026-08-19Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-08-19 | Marc R Bitzer | CHAIRMAN AND CEO | Gift (G) | — | — | EDGAR | |
| 2026-08-04 | Kyle Peter De Jong | EVP & Chief Legal Officer | Mixed Tax −286 · Exer +1,000 |
+713 | $38.07 | -$10.9K | EDGAR |
| 2026-08-04 | Roxanne Warner | EVP & Chief Financial Officer | Mixed Tax −1,906 · Exer +6,667 |
+4,760 | $38.07 | -$72.6K | EDGAR |
| 2026-08-04 | Juan Carlos Puente | EP, WHR NA & GL Strat Source | Mixed Exer +1,750 · Tax −509 |
+1,240 | $38.07 | -$19.4K | EDGAR |
| 2026-08-04 | Carey L Martin | EVP & Chief HR, Corp Rel, BUS | Mixed Tax −1,430 · Exer +5,000 |
+3,569 | $38.07 | -$54.4K | EDGAR |
| 2026-05-15 | Judith K. Buckner | Director | Grant (A) | +2,811 RSU | — | EDGAR | |
| 2026-04-23 | Mary Ellen Adcock | Director | Award (A) | +2,811 | — | EDGAR | |
| 2026-04-23 | Judith K. Buckner | Director | Award (A) | +2,811 | — | EDGAR | |
| 2026-04-23 | Diane M. Dietz | Director | Award (A) | +2,811 | — | EDGAR | |
| 2026-04-23 | Geraldine Elliott | Director | Award (A) | +2,811 | — | EDGAR | |
| 2026-04-23 | Greg Creed | Director | Grant (A) | +2,811 RSU | — | EDGAR | |
| 2026-04-23 | Richard J Kramer | Director | Grant (A) | +2,811 RSU | — | EDGAR | |
| 2026-04-23 | Jennifer A. LaClair | Director | Award (A) | +2,811 | — | EDGAR | |
| 2026-04-23 | John D Liu | Director | Award (A) | +2,811 | — | EDGAR | |
| 2026-04-23 | James M Loree | Director | Award (A) | +2,811 | — | 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.
WHR Insider Holdings
22 insiders · @ $31.77
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 | James W Peters | EVP, Chief Fin & Admin Officer | 46,477 | $1.48M | -$13.80M | 31 | 2025-02-19 |
| 2 | Carey L Martin | EVP & Chief HR, Corp Rel, BUS | 32,908 | $1.05M | $0 | 9 | 2026-08-04 |
| 3 | Juan Carlos Puente | EP, WHR NA & GL Strat Source | 28,654 | $910.3K | -$382.9K | 11 | 2026-08-04 |
| 4 | Samuel R Allen | Director | 22,156 | $703.9K | $257.8K | 16 | 2025-04-16 |
| 5 | Harish Manwani | Director | 22,009 | $699.2K | $0 | 14 | 2025-04-16 |
| 6 | Diane M. Dietz | Director | 19,673 | $625.0K | $338.4K | 16 | 2026-04-23 |
| 7 | Ludovic Beaufils | EP, KASA, WHR LAR, & Global IT | 17,870 | $567.7K | $0 | 7 | 2026-03-03 |
| 8 | Roxanne Warner | EVP & Chief Financial Officer | 17,470 | $555.0K | $0 | 8 | 2026-08-04 |
| 9 | Geraldine Elliott | Director | 16,046 | $509.8K | $0 | 13 | 2026-04-23 |
| 10 | Marc R Bitzer | CHAIRMAN AND CEO | 13,227 | $420.2K | -$78.32M | 83 | 2026-08-19 |
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.
WHR Board & Officers
As of SEC filings through Oct 26, 2026Directors 13
- John D Liu · since Jun 16, 2010
- Diane M. Dietz · since Feb 19, 2013
- Geraldine Elliott · since Feb 18, 2014
- Marc R Bitzer · listed since Feb 2016
- Greg Creed · since Feb 20, 2017
- James M Loree · since Dec 18, 2017
- Jennifer A. LaClair · since Apr 21, 2020
- Rudolph Wilson · since Aug 14, 2023
- Richard J Kramer · since Feb 19, 2024
- John G Morikis · since Feb 17, 2025
- Judith K. Buckner · since Jun 16, 2025
- Mary Ellen Adcock · since Aug 18, 2025
- Karin A. Risi · since Oct 19, 2026
Officers 8
- Marc R Bitzer · Chairman and CEO · listed since Feb 2019
- Todd N Tomczak · Vice President and Controller · since Jan 1, 2026
- Roxanne Warner · EVP & Chief Financial Officer · listed since Feb 2026
- Carey L Martin · EVP & Chief HR, Corp Rel, BUS · listed since Nov 2025
- Kyle Peter De Jong · EVP & Chief Legal Officer · listed since Feb 2026
- Alessandro Perucchetti · EVP, Whirlpool North America · since Jan 1, 2024
- Juan Carlos Puente · EP, WHR NA & GL Strat Source · listed since Feb 2026
- Ludovic Beaufils · EP, KASA, WHR LAR, & Global IT · listed since Feb 2026
Changes in the last 10 years (47)
| Oct 19, 2026 | Karin A. Risi became a director |
| Mar 11, 2026 | The company announced the departure of James W Peters as Exec Vice President and CFO in an SEC filing |
| Feb 18, 2026 | Roxanne Warner listed as EVP & Chief Financial Officer (previously SVP & Corporate Controller) in SEC filings |
| Feb 18, 2026 | Ludovic Beaufils listed as EP, KASA, WHR LAR, & Global IT (previously EVP, Kasa) in SEC filings |
| Feb 18, 2026 | Kyle Peter De Jong listed as EVP & Chief Legal Officer (previously Executive Vice President) in SEC filings |
| Feb 18, 2026 | Juan Carlos Puente listed as EP, WHR NA & GL Strat Source (previously EVP & Pres. Whirlpool Lar) in SEC filings |
| Jan 1, 2026 | Todd N Tomczak became Vice President and Controller |
| Nov 7, 2025 | Carey L Martin listed as EVP & Chief HR, Corp Rel, BUS (previously EVP & Chief HR Officer) in SEC filings |
| Nov 5, 2025 | Kyle Peter De Jong became Executive Vice President |
| Aug 18, 2025 | Mary Ellen Adcock became a director |
| Jun 16, 2025 | Judith K. Buckner became a director |
| Feb 17, 2025 | The company announced the departure of Larry O Spencer from the board in an SEC filing |
| Feb 17, 2025 | John G Morikis became a director |
| May 1, 2024 | Roxanne Warner became SVP & Corporate Controller |
| Mar 7, 2024 | The company announced the departure of Ava Harter as EVP & Chief Legal Officer in an SEC filing |
| Feb 19, 2024 | The company announced the departure of Patricia K Poppe from the board in an SEC filing |
| Feb 19, 2024 | The company announced the departure of Michael D White from the board in an SEC filing |
| Feb 19, 2024 | Richard J Kramer became a director |
| Jan 1, 2024 | Ludovic Beaufils became EVP, Kasa |
| Jan 1, 2024 | Alessandro Perucchetti became EVP, Whirlpool North America |
| Aug 14, 2023 | Rudolph Wilson became a director |
| Apr 18, 2023 | Carey L Martin became EVP & Chief HR Officer |
| Apr 18, 2023 | Ava Harter became EVP & Chief Legal Officer |
| Apr 1, 2023 | Juan Carlos Puente became EVP & Pres. Whirlpool Lar |
| Mar 24, 2023 | The company announced the departure of Joao Carlos Brega as EVP and President, Lar in an SEC filing |
| Feb 21, 2023 | Joao Carlos Brega listed as EVP and President, Lar (previously Executive Vice President, Lar) in SEC filings |
| Feb 10, 2023 | Joseph T. Liotine reported in an SEC filing no longer being President & COO |
| Feb 16, 2022 | Joao Carlos Brega listed as Executive Vice President, Lar (previously Executive Vice President) in SEC filings |
| Feb 8, 2022 | Joseph T. Liotine listed as President & COO (previously Exec Vice President & Pres Na) in SEC filings |
| Sep 1, 2021 | Carl E. Winn Everhart became EVP & President, Na |
| Apr 21, 2020 | Jennifer A. LaClair became a director |
| Dec 16, 2019 | Patricia K Poppe became a director |
| Sep 16, 2019 | Christopher S Conley became Vice President and Controller |
| Apr 1, 2019 | Gilles Morel became EVP and President, Emea |
| Feb 20, 2019 | Shengpo Wu listed as EVP and President, Asia (previously President, Asia) in SEC filings |
| Feb 20, 2019 | Marc R Bitzer listed as Chairman and CEO (previously Chief Executive Officer) in SEC filings |
| Feb 20, 2019 | Joseph T. Liotine listed as Exec Vice President & Pres Na (previously Exec Vice President & Pres Nar) in SEC filings |
| Feb 11, 2019 | Jeff M Fettig reported in an SEC filing no longer being a director |
| Feb 11, 2019 | Jeff M Fettig reported in an SEC filing no longer being Chairman of the Board |
| Jan 1, 2019 | Shengpo Wu became President, Asia |
| Aug 1, 2018 | Matthew Nochowitz became Vice President and Controller |
| Feb 16, 2018 | Joseph T. Liotine listed as Exec Vice President & Pres Nar (previously Exec Vice President & Pres Na) in SEC filings |
| Feb 9, 2018 | Marc R Bitzer listed as Chief Executive Officer (previously Pres & Chief Operating Officer) in SEC filings |
| Feb 9, 2018 | Jeff M Fettig listed as Chairman of the Board (previously Chairman and CEO) in SEC filings |
| Feb 9, 2018 | David T Szczupak reported in an SEC filing no longer being Executive Vice President |
| Dec 18, 2017 | James M Loree became a director |
| Feb 20, 2017 | Greg Creed became a director |
Not reported recently (12)
- Samuel R Allen · Last reported as a director in an SEC filing dated Apr 16, 2025
- Harish Manwani · Last reported as a director in an SEC filing dated Apr 16, 2025
- Gilles Morel · Last reported as EVP and President, Emea in an SEC filing dated Mar 5, 2024
- Christopher S Conley · Last reported as Vice President and Controller in an SEC filing dated Mar 5, 2024
- Gary T Dicamillo · Last reported as a director in an SEC filing dated Feb 16, 2023
- Shengpo Wu · Last reported as EVP and President, Asia in an SEC filing dated Mar 3, 2022
- Carl E. Winn Everhart · Last reported as EVP & President, Na in an SEC filing dated Feb 16, 2022
- William D Perez · Last reported as a director in an SEC filing dated Feb 20, 2020
- Michael F Johnston · Last reported as a director in an SEC filing dated Jan 31, 2020
- Matthew Nochowitz · Last reported as Vice President and Controller in an SEC filing dated Apr 3, 2019
- Esther F Berrozpe · Last reported as Executive Vice President in an SEC filing dated Feb 22, 2018
- Joseph A Lovechio · Last reported as Vice President and Controller in an SEC filing dated Feb 22, 2018
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.
WHR Proposed Insider Sales (Form 144)
Latest: 2024-11-19
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
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.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2024-11-19 | Bitzer Marc R | Officer | 10,000 | $1.10M | 2024-11-19 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2024-10-28 | Peters James W | Officer | 6,000 | $629.4K | 2024-10-28 | FIDELITY BROKERAGE SERVICES LLC | — | EDGAR |
| 2024-09-03 | Puente Juan Carlos | Officer | 3,266 | $326.6K | 2024-09-03 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2024-05-31 | Michael D White | Other: Former Board Member | 22,878 | $1.94M | 2024-05-31 | Goldman Sachs & Co. LLC | — | EDGAR |
| 2024-03-27 | Harter Ava | Former Officer | 1,000 | $117.8K | 2024-03-27 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2023-07-28 | Bitzer Marc R | Officer | 20,000 | $2.84M | 2023-07-28 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2023-07-28 | Peters James W | Officer | 6,000 | $864.1K | 2023-07-28 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2023-06-08 | JOAO CARLOS COSTA BREGA | Former Sec16 Officer | 5,000 | $727.5K | 2023-06-08 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2023-05-26 | JUAN CARLOS PUENTE RODRIGUEZ | Officer | 420 | $56.3K | 2023-05-26 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2023-04-13 | Liotine Joseph T. | Former Section 16 Officer selling under Rule 144 | 46,783 | $6.28M | 2023-04-13 | Morgan Stanley Smith Barney LLC | — | 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).
Recent SEC Filings
Latest: 2026-10-27
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Event | Link |
|---|---|---|
| 2026-10-26 | Earnings results | EDGAR |
| 2026-10-20 | Director or officer change | EDGAR |
| 2026-08-03 | Earnings results | EDGAR |
| 2026-07-01 | Restructuring costs | EDGAR |
| 2026-06-18 | Material agreement · Shareholder rights change · Other events | EDGAR |
| 2026-06-16 | Material agreement · New debt obligation · Other events | EDGAR |
| 2026-06-02 | Other events | EDGAR |
| 2026-06-01 | Other events | EDGAR |
| 2026-05-06 | Earnings results | EDGAR |
| 2026-04-24 | Shareholder vote results | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-11 | 0000106640-26-000009 | EDGAR |
| 2025-02-13 | 0000106640-25-000011 | EDGAR |
| 2024-02-14 | 0000106640-24-000020 | EDGAR |
| 2023-02-10 | 0000106640-23-000015 | EDGAR |
| 2022-02-10 | 0000106640-22-000015 | EDGAR |
| 2021-02-11 | 0000106640-21-000022 | EDGAR |
| 2020-02-11 | 0000106640-20-000017 | EDGAR |
| 2019-02-12 | 0000106640-19-000016 | EDGAR |
| 2018-02-13 | 0000106640-18-000019 | EDGAR |
| 2017-02-13 | 0000106640-17-000013 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-10-27 | 0000106640-26-000077 | EDGAR |
| 2026-08-04 | 0000106640-26-000061 | EDGAR |
| 2026-05-07 | 0000106640-26-000036 | EDGAR |
| 2025-10-28 | 0000106640-25-000140 | EDGAR |
| 2025-07-29 | 0000106640-25-000117 | EDGAR |
| 2025-04-24 | 0000106640-25-000075 | EDGAR |
| 2024-10-24 | 0000106640-24-000151 | EDGAR |
| 2024-07-25 | 0000106640-24-000125 | EDGAR |
| 2024-04-25 | 0000106640-24-000100 | EDGAR |
| 2023-10-26 | 0000106640-23-000131 | EDGAR |
ETF Holders
114 ETFs hold WHR
25 shown · $375.10M total exposure · 0.05% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJH iShares Core S&P Mid-Cap ETF | iShares (BlackRock) | 0.06% | $72.1M | $121.4B | 2026-11-06 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $63.3M | — | 2026-09-30 |
| 3 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.03% | $45.0M | — | 2026-09-30 |
| 4 | VBR Vanguard Morningstar Small-Cap Value ETF | Vanguard | 0.05% | $29.3M | — | 2026-09-30 |
| 5 | VXF Vanguard Extended Market ETF | Vanguard | 0.02% | $22.5M | — | 2026-09-30 |
| 6 | PFF iShares Preferred and Income Securities ETF | iShares (BlackRock) | 0.16% | $18.6M | $11.5B | 2026-11-06 |
| 7 | MDY State Street® SPDR® S&P MIDCAP 400® ETF Trust | SPDR (State Street) | 0.06% | $15.7M | $25.6B | 2026-11-05 |
| 8 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.06% | $12.6M | — | 2026-08-31 |
| 9 | SPMD State Street® SPDR® Portfolio S&P 400™ Mid Cap ETF | SPDR (State Street) | 0.06% | $11.2M | $18.3B | 2026-11-05 |
| 10 | IJJ iShares S&P Mid-Cap 400 Value ETF | iShares (BlackRock) | 0.12% | $10.2M | $8.6B | 2026-11-06 |
| 11 | FNDX Schwab Fundamental U.S. Large Company ETF | Nport | 0.03% | $9.0M | — | 2026-08-31 |
| 12 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.01% | $8.2M | $56.9B | 2026-11-06 |
| 13 | SCHM Schwab U.S. Mid-Cap ETF | Nport | 0.05% | $7.4M | — | 2026-08-31 |
| 14 | RWK Invesco S&P MidCap 400 Revenue ETF | Invesco | 0.51% | $6.8M | — | 2026-11-05 |
| 15 | VCR Vanguard Consumer Discretionary ETF | Vanguard | 0.08% | $4.9M | — | 2026-09-30 |
| 16 | IFLN Invesco Bloomberg Enhanced Fallen Angels ETF | Invesco | 1.63% | $4.7M | — | 2026-11-05 |
| 17 | PFFD Global X U.S. Preferred ETF | Global X | 0.24% | $4.5M | — | 2026-11-06 |
| 18 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.01% | $4.2M | $82.9B | 2026-11-06 |
| 19 | FYX First Trust Small Cap Core AlphaDEX® Fund | First Trust | 0.31% | $4.2M | $1.4B | 2026-11-06 |
| 20 | PHB Invesco Fundamental High Yield Corporate Bond ETF | Invesco | 1.32% | $3.7M | — | 2026-04-30 |
| 21 | HWMV Hotchkis and Wiley Mid-Cap Value Fund | Nport | 0.95% | $3.7M | — | 2026-06-30 |
| 22 | FXD First Trust Consumer Discretionary AlphaDEX® Fund | First Trust | 1.37% | $3.7M | $267.4M | 2026-11-06 |
| 23 | MDYV State Street® SPDR® S&P 400™ Mid Cap Value ETF | SPDR (State Street) | 0.12% | $3.4M | $2.8B | 2026-11-05 |
| 24 | IVOO Vanguard S&P Mid-Cap 400 ETF | Vanguard | 0.06% | $3.3M | — | 2026-09-30 |
| 25 | PRF Invesco RAFI US 1000 ETF | Invesco | 0.03% | $2.8M | — | 2026-11-05 |
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.
Trailing P/E
—
TTM Diluted EPS
$-2.17
TTM Revenue
$14.56B
TTM Net Income
$-151.00M
TTM Op. Cash Flow
$314.00M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q3 '26 | 2026-09-30 | $3.68B | $-249.00M | $-3.80 | $121.00M |
| Q2 '26 | 2026-06-30 | $3.52B | $75.00M | $1.15 | $-120.00M |
| Q1 '26 | 2026-03-31 | $3.27B | $-85.00M | $-1.43 | $-827.00M |
| Q4 '25 | 2025-12-31 | $4.10B | $108.00M | $1.92 | $1.14B |
| Q3 '25 | 2025-09-30 | $4.03B | $73.00M | $1.29 | $33.00M |
| Q2 '25 | 2025-06-30 | $3.77B | $65.00M | $1.17 | $19.00M |
| Q1 '25 | 2025-03-31 | $3.62B | $71.00M | $1.28 | $-721.00M |
| Q4 '24 | 2024-12-31 | $4.14B | $-392.00M | $-7.13 | $1.11B |
| Q3 '24 | 2024-09-30 | $3.99B | $109.00M | $2.00 | $214.00M |
| Q2 '24 | 2024-06-30 | $3.99B | $219.00M | $3.96 | $388.00M |
| Q1 '24 | 2024-03-31 | $4.49B | $-259.00M | $-4.72 | $-873.00M |
| Q4 '23 | 2023-12-31 | $5.09B | $491.00M | $8.90 | $1.24B |
Q3 2026 • period ending 2026-09-30 • filed 2026-10-27
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
10.84
P/B
0.48
P/S
0.13
EV/EBITDA
9.34
EV/Sales
0.50
ROE
4.4%
ROA
1.0%
Div Yield
6.41%
FCF Yield
11.98%
Debt/Equity
1.74
Current Ratio
—
Market Cap
$1.89B
as of 2026-11-09
WHR vs Peers
Related companies, largest first| Company | Market cap | P/E | Revenue growth | YTD | IV rank |
|---|---|---|---|---|---|
| AMZN Amazon.Com Inc | $2.80T | 21.7 | +15.4% | +18.5% | 29 |
| TSM Taiwan Semiconductor Manufacturing Compa | $1.95T | — | — | +22.3% | 43 |
| AMD Advanced Micro Devices | $736.5B | 110.7 | +41.9% | +127.8% | 43 |
| BABA Alibaba Group Holding Limited American D | $272.3B | — | — | −32.3% | 82 |
| QCOM Qualcomm Inc | $177.0B | 19.9 | +1.9% | +0.7% | 28 |
| GLW Corning Incorporated | $91.4B | 46.9 | +18.8% | +27.2% | 27 |
| AAL American Airlines Group Inc. | $8.7B | — | +12.3% | −7.5% | 39 |
| FLR Fluor Corporation | $6.2B | 23.5 | −8.3% | +21.1% | 25 |
| WHR Whirlpool Corp. | $2.0B | — | −6.4% | −57.4% | 58 |
| Peer median | $224.6B | 23.5 | +13.9% | +19.8% | 34 |
P/E uses the latest reported trailing-12-month diluted EPS; "—" means no positive earnings or no data.
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
17.95M
SI % of Float
27.75%
Days to Cover
5.67
Short Vol Ratio
45.8%
Free Float
64.67M
Float %
99.2%
Short interest 2026-10-15 • Short volume 2026-11-06 • Float 2026-08-24