Wp Wealth LLP Portfolio Holdings

Wp Wealth LLP

  • $414 Billion
  • Q2 2024

Wp Wealth LLP has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $414 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Core Fxd In with a value of $100B, Dimensional ETF Tr Dimensional with a value of $56.1B, Dimensional ETF Tr with a value of $42B, Dimensional ETF Tr Short Durat with a value of $41.6B, and Dimensional ETF Trust with a value of $37.1B.

Examining the 13F form we can see an increase of $27.1B in the current position value, from $387B to 414B.

Wp Wealth LLP is based out at Fort Worth, TX

Below you can find more details about Wp Wealth LLP portfolio as well as his latest detailed transactions.

Portfolio value $414 Billion
ETFs: $334 Billion
Technology: $8.68 Billion
Energy: $2.01 Billion
Consumer Cyclical: $1.01 Billion
Industrials: $417 Million
Basic Materials: $340 Million
Communication Services: $303 Million
Consumer Defensive: $290 Million
Other: $476 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$100 Billion 24.22% of portfolio
2,414,612
Q2 2024 Added 6.38%
$0
$56.1 Billion 13.54% of portfolio
2,133,182
Q2 2024 Added 7.37%
$0
$42 Billion 10.13% of portfolio
1,119,185
Q2 2024 Added 8.31%
$0
$41.6 Billion 10.06% of portfolio
886,132
Q2 2024 Added 9.55%
Dimensional ETF Trust
-
$37.1 Billion 8.97% of portfolio
-
Q2 2024 Added 12.27%
$0
$22.9 Billion 5.54% of portfolio
442,309
Q2 2024 Added 7.91%
$0
$19.7 Billion 4.75% of portfolio
759,681
Q2 2024 Added 6.24%
Dimensional ETF Trust
-
$15.3 Billion 3.7% of portfolio
-
Q2 2024 Added 23.48%
$0
$12.5 Billion 3.02% of portfolio
318,415
Q2 2024 Added 1.3%
$0
$6.08 Billion 1.47% of portfolio
170,631
Q2 2024 New
$3.57T
$5.24 Billion 1.27% of portfolio
24,884
Q2 2024 Added 0.45%
$0
$4.93 Billion 1.19% of portfolio
9,054
Q2 2024 Reduced 0.13%
$0
$4.53 Billion 1.09% of portfolio
118,319
Q2 2024 Reduced 34.98%
$0
$3.52 Billion 0.85% of portfolio
109,302
Q2 2024 Added 0.3%
-
$3.23 Billion 0.78% of portfolio
-
Q2 2024 Reduced 29.33%
$0
$3.01 Billion 0.73% of portfolio
11,264
Q1 2024 Added 9.0%
-
$1.81 Billion 0.44% of portfolio
-
Q1 2024 Reduced 2.54%
$0
$1.62 Billion 0.39% of portfolio
46,673
Q2 2024 Added 7.67%
$0
$1.58 Billion 0.38% of portfolio
71,532
Q2 2024 Reduced 0.23%
$3.04T
$1.54 Billion 0.37% of portfolio
3,445
Q2 2024 Reduced 2.02%
-
$1.49 Billion 0.36% of portfolio
-
Q1 2024 Added 5.08%
Innovator Etfs Trust
-
$1.42 Billion 0.34% of portfolio
-
Q2 2024 New
$0
$1.33 Billion 0.32% of portfolio
33,918
Q2 2024 New
$339B
$1.11 Billion 0.27% of portfolio
9,023
Q2 2024 Added 935.94%
$0
$1.06 Billion 0.26% of portfolio
30,285
Q1 2024 New
$0
$1.08 Billion 0.26% of portfolio
22,541
Q2 2024 Added 106.16%
$0
$1.08 Billion 0.26% of portfolio
27,825
Q2 2024 New
$494B
$1.01 Billion 0.24% of portfolio
8,757
Q2 2024 Added 0.64%
$1.99T
$1.01 Billion 0.24% of portfolio
5,203
Q2 2024 Reduced 1.51%
$0
$780 Million 0.19% of portfolio
28,833
Q2 2024 Reduced 27.22%
-
$773 Million 0.19% of portfolio
-
Q2 2024 Reduced 44.63%
Dimensional ETF Trust
-
$688 Million 0.17% of portfolio
-
Q2 2024 Added 0.11%
$87.3B
$671 Million 0.16% of portfolio
3,121
Q4 2023 Reduced 1.27%
$0
$676 Million 0.16% of portfolio
7,223
Q1 2024 Added 89.68%
$0
$607 Million 0.15% of portfolio
24,760
Q2 2024 New
$0
$641 Million 0.15% of portfolio
10,946
Q2 2024 Reduced 1.71%
$0
$542 Million 0.13% of portfolio
1,131
Q2 2024 Reduced 1.99%
$2.49B
$535 Million 0.13% of portfolio
15,882
Q2 2024 Reduced 2.11%
$0
$541 Million 0.13% of portfolio
5,891
Q1 2024 Reduced 24.8%
-
$529 Million 0.13% of portfolio
-
Q2 2024 Reduced 26.18%
$0
$510 Million 0.12% of portfolio
12,267
Q2 2024 Reduced 43.18%
$0
$504 Million 0.12% of portfolio
3,947
Q1 2023 Reduced 1.0%
$0
$504 Million 0.12% of portfolio
12,528
Q4 2023 Added 73.66%
$0
$440 Million 0.11% of portfolio
10,185
Q2 2024 Reduced 76.52%
$0
$445 Million 0.11% of portfolio
4,610
Q4 2022 New
Innovator Etfs Trust
-
$399 Million 0.1% of portfolio
-
Q2 2024 Reduced 4.89%
$140B
$417 Million 0.1% of portfolio
1,952
Q2 2024 Added 0.1%
$0
$390 Million 0.09% of portfolio
996
Q1 2024 Reduced 30.64%
$0
$373 Million 0.09% of portfolio
14,443
Q2 2024 Added 35.34%

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $414 Billion
  • Prior Value $387 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 08, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 9 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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