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 Market Cap. of $2 Billions to $10 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
HCP Hashi Corp, Inc. Technology	$2.5B	$538 Million 0.11% of portfolio	15,882	Q2 2024 Reduced 2.11%

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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