Wp Wealth LLP Portfolio Holdings

Wp Wealth LLP

  • $489 Billion
  • Q4 2024

Wp Wealth LLP has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $489 Billion distributed in 90 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 $62.7B, Dimensional ETF Tr with a value of $49.6B, Dimensional ETF Tr Short Durat with a value of $49.2B, and Dimensional ETF Trust with a value of $46.6B.

Examining the 13F form we can see an increase of $7.06B in the current position value, from $482B to 489B.

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 $489 Billion
ETFs: $381 Billion
Technology: $10.1 Billion
Financial Services: $3.66 Billion
Energy: $2.44 Billion
Consumer Cyclical: $1.6 Billion
Industrials: $1.47 Billion
Communication Services: $855 Million
Consumer Defensive: $432 Million
Other: $370 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $489 Billion
  • Prior Value $482 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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