WPLCX
WP Large Cap Income Plus Fund Institutional Class
1W: -0.8%
1M: -1.5%
3M: +4.0%
YTD: +21.1%
1Y: +25.2%
3Y: +95.6%
5Y: +48.5%
$22.49
+0.45 (+2.04%)
Weekly Expected Move ±1.9%
$21
$22
$22
$22
$23
Total Changes (90d)
0
New Holdings
0
Removed Holdings
0
15 changes · Page 1 of 1
| Date | Holding Name | Ticker | Change Type | Old Value | New Value |
|---|---|---|---|---|---|
| 2026-02-28 | BAC | BAC | New | — | 65000 shares |
| 2026-02-28 | JPM | JPM | New | — | 11900 shares |
| 2026-02-28 | MSFT | MSFT | New | — | 7650 shares |
| 2026-02-28 | WFC | WFC | New | — | 29400 shares |
| 2026-02-28 | UPS | UPS | New | — | 1000 shares |
| 2026-02-28 | UBS | UBS | New | — | 25000 shares |
| 2026-02-28 | BRK-B | BRK-B | New | — | 2000 shares |
| 2026-02-28 | MUFG | MUFG | New | — | 80000 shares |
| 2026-02-28 | IBRX | IBRX | New | — | 440000 shares |
| 2026-02-28 | CVX | CVX | New | — | 2000 shares |
| 2026-02-28 | OXY | OXY | New | — | 7000 shares |
| 2026-02-28 | DEO | DEO | New | — | 1800 shares |
| 2026-02-28 | XOM | XOM | New | — | 8600 shares |
| 2026-02-28 | MCD | MCD | New | — | 1000 shares |
| 2026-02-28 | AAPL.NE | AAPL.NE | New | — | 16000 shares |