Wp Wealth LLP Portfolio Holdings

Wp Wealth LLP

  • $387 Billion
  • Q1 2024

Wp Wealth LLP has filed its 13F form on May 16, 2024 for Q1 2024 where it was disclosed a total value porftolio of $387 Billion distributed in 63 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 $95.2B, Dimensional ETF Tr Dimensional with a value of $53.1B, Dimensional ETF Tr Short Durat with a value of $38B, Dimensional ETF Tr with a value of $37.8B, and Dimensional ETF Trust with a value of $34.3B.

Examining the 13F form we can see an increase of $63.9B in the current position value, from $323B to 387B.

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 $387 Billion
ETFs: $314 Billion
Technology: $7.05 Billion
Energy: $1.75 Billion
Consumer Cyclical: $953 Million
Industrials: $400 Million
Basic Materials: $385 Million
Healthcare: $321 Million
Consumer Defensive: $255 Million
Other: $501 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$95.2 Billion 24.6% of portfolio
2,269,704
Q1 2024 Added 10.12%
$0
$53.1 Billion 13.73% of portfolio
1,986,762
Q1 2024 Added 7.53%
$0
$38 Billion 9.83% of portfolio
808,853
Q1 2024 Added 281.49%
$0
$37.8 Billion 9.76% of portfolio
1,033,337
Q1 2024 Added 8.17%
Dimensional ETF Trust
-
$34.3 Billion 8.87% of portfolio
-
Q1 2024 Added 14.3%
$0
$22.3 Billion 5.76% of portfolio
409,868
Q1 2024 Added 5.45%
$0
$17.7 Billion 4.57% of portfolio
715,039
Q1 2024 Added 10.02%
$0
$12.9 Billion 3.32% of portfolio
314,321
Q1 2024 Reduced 6.32%
Dimensional ETF Trust
-
$12.7 Billion 3.28% of portfolio
-
Q1 2024 Added 14.23%
$0
$6.82 Billion 1.76% of portfolio
181,962
Q1 2024 Reduced 19.37%
$0
$4.74 Billion 1.23% of portfolio
9,066
Q1 2024 Added 1.96%
-
$4.51 Billion 1.16% of portfolio
-
Q1 2024 Reduced 0.02%
$3.38T
$4.25 Billion 1.1% of portfolio
24,772
Q1 2024 Reduced 0.25%
$0
$3.48 Billion 0.9% of portfolio
108,975
Q1 2024 Added 0.21%
$0
$3.39 Billion 0.88% of portfolio
92,090
Q1 2024 Added 14.8%
$0
$2.93 Billion 0.76% of portfolio
11,264
Q1 2024 Added 9.0%
$0
$1.81 Billion 0.47% of portfolio
43,372
Q1 2024 Reduced 1.45%
-
$1.77 Billion 0.46% of portfolio
-
Q1 2024 Reduced 2.54%
$0
$1.6 Billion 0.41% of portfolio
71,694
Q1 2024 Reduced 6.3%
$0
$1.46 Billion 0.38% of portfolio
43,349
Q1 2024 Added 47.75%
-
$1.49 Billion 0.38% of portfolio
-
Q1 2024 Added 5.08%
$3.33T
$1.48 Billion 0.38% of portfolio
3,516
Q1 2024 Added 6.93%
-
$1.35 Billion 0.35% of portfolio
-
Q4 2023 Reduced 12.0%
$0
$1.08 Billion 0.28% of portfolio
39,616
Q1 2024 Reduced 28.97%
$0
$1.03 Billion 0.27% of portfolio
30,285
Q1 2024 New
$480B
$1.01 Billion 0.26% of portfolio
8,701
Q1 2024 Added 1.05%
$1.97T
$953 Million 0.25% of portfolio
5,283
Q1 2024 Added 2.52%
$0
$874 Million 0.23% of portfolio
21,591
Q3 2023 New
$308B
$787 Million 0.2% of portfolio
871
Q1 2024 New
-
$699 Million 0.18% of portfolio
-
Q1 2024 Reduced 23.54%
$0
$684 Million 0.18% of portfolio
7,223
Q1 2024 Added 89.68%
$0
$676 Million 0.17% of portfolio
11,136
Q1 2024 Added 250.41%
Dimensional ETF Trust
-
$677 Million 0.17% of portfolio
-
Q1 2024 Added 3.85%
$74.2B
$642 Million 0.17% of portfolio
3,121
Q4 2023 Reduced 1.27%
$0
$565 Million 0.15% of portfolio
14,100
Q3 2023 Reduced 22.18%
$0
$581 Million 0.15% of portfolio
14,095
Q1 2024 New
$0
$526 Million 0.14% of portfolio
10,934
Q1 2024 Reduced 4.0%
$0
$557 Million 0.14% of portfolio
5,891
Q1 2024 Reduced 24.8%
$0
$490 Million 0.13% of portfolio
12,528
Q4 2023 Added 73.66%
$0
$520 Million 0.13% of portfolio
3,947
Q1 2023 Reduced 1.0%
$0
$512 Million 0.13% of portfolio
1,154
Q1 2024 Reduced 11.77%
$0
$412 Million 0.11% of portfolio
4,610
Q4 2022 New
$2.48B
$437 Million 0.11% of portfolio
16,224
Q1 2024 New
Innovator Etfs Trust
-
$407 Million 0.11% of portfolio
-
Q1 2024 Added 5.65%
$0
$396 Million 0.1% of portfolio
996
Q1 2024 Reduced 30.64%
$144B
$400 Million 0.1% of portfolio
1,950
Q1 2024 Added 1.25%
$33.8B
$385 Million 0.1% of portfolio
627
Q1 2024 Reduced 1.26%
$0
$363 Million 0.09% of portfolio
2,145
Q1 2024 Reduced 17.31%
$0
$344 Million 0.09% of portfolio
1,389
Q1 2024 Reduced 43.35%

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $387 Billion
  • Prior Value $323 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 16, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 6 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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