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 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	$2.49B	$535 Million 0.13% of portfolio	15,882	Q2 2024 Reduced 2.11%
TPL Texas Pacific Land Corp Energy	$9.31B	$200 Million 0.05% of portfolio	273	Q2 2024 New

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wp Wealth LLP, based on Form 13F filings with the SEC.

News

Stay updated on Wp Wealth LLP with notifications on news.

Account