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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.57T
$5.24 Billion 1.27% of portfolio
24,884
Q2 2024 Added 0.45%
-
$3.23 Billion 0.78% of portfolio
-
Q2 2024 Reduced 29.33%
-
$1.81 Billion 0.44% of portfolio
-
Q1 2024 Reduced 2.54%
$3.04T
$1.54 Billion 0.37% of portfolio
3,445
Q2 2024 Reduced 2.02%
-
$1.49 Billion 0.36% of portfolio
-
Q1 2024 Added 5.08%
$339B
$1.11 Billion 0.27% of portfolio
9,023
Q2 2024 Added 935.94%
$494B
$1.01 Billion 0.24% of portfolio
8,757
Q2 2024 Added 0.64%
$1.99T
$1.01 Billion 0.24% of portfolio
5,203
Q2 2024 Reduced 1.51%
-
$773 Million 0.19% of portfolio
-
Q2 2024 Reduced 44.63%
$2.49B
$535 Million 0.13% of portfolio
15,882
Q2 2024 Reduced 2.11%
-
$529 Million 0.13% of portfolio
-
Q2 2024 Reduced 26.18%
$140B
$417 Million 0.1% of portfolio
1,952
Q2 2024 Added 0.1%
$1.04B
$347 Million 0.08% of portfolio
32,397
Q4 2022 New
$36.3B
$340 Million 0.08% of portfolio
628
Q2 2024 Added 0.16%
$224B
$290 Million 0.07% of portfolio
4,287
Q2 2024 Added 1.01%
$1.04T
$303 Million 0.07% of portfolio
1,651
Q2 2024 Added 0.18%
$645B
$239 Million 0.06% of portfolio
1,181
Q2 2024 Reduced 5.6%
$63.4B
$249 Million 0.06% of portfolio
8,605
Q2 2024 Added 0.16%
$118B
$237 Million 0.06% of portfolio
5,701
Q2 2024 Reduced 3.75%
$68.3B
$204 Million 0.05% of portfolio
127
Q2 2024 New
$51B
$201 Million 0.05% of portfolio
12,388
Q2 2024 Added 0.99%
$9.31B
$200 Million 0.05% of portfolio
273
Q2 2024 New
$35.6M
$50.2 Million 0.01% of portfolio
100,000
Q4 2022 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
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