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 $50 Millions to $300 Millions

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

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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