Wp Wealth LLP Portfolio Holdings

Wp Wealth LLP

  • $482 Billion
  • Q3 2024

Wp Wealth LLP has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $482 Billion distributed in 88 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 $115B, Dimensional ETF Tr Dimensional with a value of $64.3B, Dimensional ETF Tr Short Durat with a value of $47.1B, Dimensional ETF Tr with a value of $46.3B, and Dimensional ETF Trust with a value of $44.4B.

Examining the 13F form we can see an increase of $68.2B in the current position value, from $414B to 482B.

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 $482 Billion
ETFs: $378 Billion
Technology: $10 Billion
Financial Services: $4.55 Billion
Energy: $2.45 Billion
Communication Services: $1.38 Billion
Industrials: $1.34 Billion
Consumer Cyclical: $1.13 Billion
Consumer Defensive: $409 Million
Other: $596 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$115 Billion 23.84% of portfolio
2,662,187
Q3 2024 Added 10.25%
$0
$64.3 Billion 13.32% of portfolio
2,283,287
Q3 2024 Added 7.04%
$0
$47.1 Billion 9.77% of portfolio
986,752
Q3 2024 Added 11.35%
$0
$46.3 Billion 9.61% of portfolio
1,167,376
Q3 2024 Added 4.31%
Dimensional ETF Trust
-
$44.4 Billion 9.2% of portfolio
-
Q3 2024 Added 12.18%
$0
$25.9 Billion 5.37% of portfolio
465,986
Q3 2024 Added 5.35%
$0
$22.3 Billion 4.62% of portfolio
812,674
Q3 2024 Added 6.98%
Dimensional ETF Trust
-
$19.3 Billion 4.0% of portfolio
-
Q3 2024 Added 8.91%
$0
$13.1 Billion 2.71% of portfolio
313,336
Q3 2024 Reduced 1.6%
$0
$6.16 Billion 1.28% of portfolio
167,111
Q3 2024 Reduced 2.06%
$3.67T
$6.08 Billion 1.26% of portfolio
26,081
Q3 2024 Added 4.81%
$0
$5.68 Billion 1.18% of portfolio
145,921
Q3 2024 Added 23.33%
$0
$5.28 Billion 1.09% of portfolio
9,204
Q3 2024 Added 1.66%
$614B
$4.32 Billion 0.9% of portfolio
9,385
Q3 2024 New
$0
$3.87 Billion 0.8% of portfolio
112,893
Q3 2024 Added 3.29%
-
$3.59 Billion 0.74% of portfolio
-
Q3 2024 Added 5.95%
$0
$2.84 Billion 0.59% of portfolio
10,045
Q3 2024 Reduced 10.82%
-
$2.35 Billion 0.49% of portfolio
-
Q3 2024 Added 27.31%
$0
$1.73 Billion 0.36% of portfolio
67,372
Q3 2024 Reduced 5.82%
$3.08T
$1.57 Billion 0.33% of portfolio
3,645
Q3 2024 Added 5.81%
$0
$1.53 Billion 0.32% of portfolio
45,094
Q3 2024 Added 389.62%
$0
$1.43 Billion 0.3% of portfolio
39,783
Q3 2024 Reduced 14.76%
-
$1.38 Billion 0.29% of portfolio
-
Q3 2024 Reduced 11.71%
$0
$1.38 Billion 0.29% of portfolio
33,918
Q2 2024 New
$366B
$1.33 Billion 0.28% of portfolio
10,980
Q3 2024 Added 21.69%
$0
$1.21 Billion 0.25% of portfolio
29,948
Q3 2024 Added 7.63%
-
$1.2 Billion 0.25% of portfolio
-
Q3 2024 Added 315.52%
-
$1.22 Billion 0.25% of portfolio
-
Q3 2024 Added 47.24%
$2.02T
$1.13 Billion 0.23% of portfolio
6,053
Q3 2024 Added 16.34%
$508B
$1.07 Billion 0.22% of portfolio
9,105
Q3 2024 Added 3.97%
$0
$1.08 Billion 0.22% of portfolio
22,202
Q3 2024 Reduced 1.5%
Innovator Etfs Trust
-
$987 Million 0.2% of portfolio
-
Q3 2024 New
$0
$931 Million 0.19% of portfolio
32,779
Q3 2024 Added 13.69%
Innovator Etfs Trust
-
$877 Million 0.18% of portfolio
-
Q3 2024 Reduced 41.08%
$0
$797 Million 0.17% of portfolio
31,235
Q3 2024 Added 26.15%
$85.1B
$766 Million 0.16% of portfolio
3,151
Q3 2024 Added 0.96%
$0
$705 Million 0.15% of portfolio
1,445
Q3 2024 Added 27.76%
-
$708 Million 0.15% of portfolio
-
Q3 2024 New
$0
$728 Million 0.15% of portfolio
19,236
Q3 2024 New
$0
$705 Million 0.15% of portfolio
20,137
Q3 2024 New
$0
$681 Million 0.14% of portfolio
10,930
Q3 2024 Reduced 0.15%
Innovator Etfs Trust
-
$605 Million 0.13% of portfolio
-
Q3 2024 New
Dimensional ETF Trust
-
$615 Million 0.13% of portfolio
-
Q3 2024 Reduced 15.96%
-
$508 Million 0.11% of portfolio
-
Q3 2024 New
$0
$543 Million 0.11% of portfolio
12,794
Q3 2024 Added 4.3%
$2.5B
$538 Million 0.11% of portfolio
15,882
Q2 2024 Reduced 2.11%
$142B
$460 Million 0.1% of portfolio
786
Q3 2024 New
$0
$483 Million 0.1% of portfolio
3,947
Q1 2023 Reduced 1.0%
$0
$492 Million 0.1% of portfolio
7,582
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $482 Billion
  • Prior Value $414 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 22 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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