WPWealth LLP Portfolio Holdings
Q3 2025•91 long positions•$610.6M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding93 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $83.9M 13.75% | +$3.2M Bought | — 2.0M shares | 1.9M → 2.0M +$3.2M | +4.01% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $83.1M 13.6% | +$3.0M Bought | — 2.5M shares | 2.4M → 2.5M +$3.0M | +3.72% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $75.1M 12.29% | +$7.4M Bought | — 1.6M shares | 1.5M → 1.6M +$7.4M | +10.95% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $52.7M 8.62% | +$5.7M Bought | — 947.6K shares | 845.7K → 947.6K +$5.7M | +12.06% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $52.3M 8.57% | +$2.9M Bought | — 1.1M shares | 1.0M → 1.1M +$2.9M | +5.97% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $34.5M 5.65% | -$2.9M Sold | — 1.0M shares | 1.1M → 1.0M −$2.9M | -7.68% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $27.4M 4.49% | +$887.3K Bought | — 868.6K shares | 840.5K → 868.6K +$887.3K | +3.35% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $24.0M 3.93% | +$2.3M Bought | — 536.3K shares | 484.2K → 536.3K +$2.3M | +10.77% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $23.7M 3.89% | +$1.6M Bought | — 868.9K shares | 811.8K → 868.9K +$1.6M | +7.04% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $19.7M 3.22% | -$1.4M Sold | — 337.8K shares | 361.7K → 337.8K −$1.4M | -6.6% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $19.5M 3.2% | +$4.1M Bought | — 516.7K shares | 407.8K → 516.7K +$4.1M | +26.71% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $14.4M 2.35% | +$2.7M Bought | — 210.0K shares | 170.5K → 210.0K +$2.7M | +23.14% | — — | Q3 2024 Held for 1y 2m | |
Consumer Electronics Technology | $6.6M 1.07% | -$44.8K Sold | 0.0% 25.7K shares | 25.9K → 25.7K −$44.8K | -0.68% | $3.78T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.0M 0.983% | -$40.0K Sold | — 9.0K shares | 9.1K → 9.0K −$40.0K | -0.66% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.6M 0.913% | +$725.5K Bought | — 129.3K shares | 112.5K → 129.3K +$725.5K | +14.96% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.4M 0.883% | -$5.2K Sold | — 139.9K shares | 140.0K → 139.9K −$5.2K | -0.1% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.8M 0.793% | -$1.1M Sold | — 124.4K shares | 153.9K → 124.4K −$1.1M | -19.13% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.8M 0.616% | -$64.6K Sold | — 106.9K shares | 108.7K → 106.9K −$64.6K | -1.69% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.5M 0.567% | +$61.5K Bought | — 110.4K shares | 108.4K → 110.4K +$61.5K | +1.81% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.3M 0.544% | -$168.6K Sold | — 86.7K shares | 91.1K → 86.7K −$168.6K | -4.83% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $3.0M 0.494% | — | — 102.8K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $3.0M 0.486% | +$2.3K Bought | — 9.0K shares | 9.0K → 9.0K +$2.3K | +0.08% | — — | Q4 2022 Held for 2y 11m | |
Insurance - Diversified Financial Services | $2.9M 0.471% | +$20.6K Bought | 0.0% 5.7K shares | 5.7K → 5.7K +$20.6K | +0.72% | $1.08T Mega Cap | Q3 2024 Held for 1y 2m | |
Semiconductors Technology | $2.4M 0.393% | +$86.0K Bought | 0.0% 12.9K shares | 12.4K → 12.9K +$86.0K | +3.72% | $4.54T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.3M 0.373% | — | — 66.7K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.2M 0.359% | -$139.6K Sold | — 49.9K shares | 53.1K → 49.9K −$139.6K | -5.99% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.9M 0.306% | -$228.0 Sold | — 41.0K shares | 41.0K → 41.0K −$228.0 | -0.01% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.7M 0.28% | — | — 57.0K shares | — | — | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.5M 0.248% | -$10.3K Sold | — 39.7K shares | 40.0K → 39.7K −$10.3K | -0.68% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.4M 0.235% | -$14.5K Sold | — 19.9K shares | 20.1K → 19.9K −$14.5K | -1.0% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $1.4M 0.235% | +$379.0 Bought | — 49.2K shares | 49.2K → 49.2K +$379.0 | +0.03% | — — | Q1 2023 Held for 2y 8m | |
Software - Infrastructure Technology | $1.4M 0.231% | +$9.3K Bought | 0.0% 2.7K shares | 2.7K → 2.7K +$9.3K | +0.67% | $3.85T Mega Cap | Q4 2022 Held for 2y 11m | |
Specialty Retail Consumer Cyclical | $1.4M 0.226% | -$70.5K Sold | 0.0% 6.3K shares | 6.6K → 6.3K −$70.5K | -4.86% | $2.34T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.3M 0.213% | +$76.0K Bought | — 30.7K shares | 28.9K → 30.7K +$76.0K | +6.2% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.3M 0.212% | +$2.2K Bought | — 40.9K shares | 40.9K → 40.9K +$2.2K | +0.17% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.2M 0.203% | — | — 30.2K shares | — | — | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.2M 0.198% | — | — 16.6K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.195% | +$13.9K Bought | — 49.9K shares | 49.3K → 49.9K +$13.9K | +1.18% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.2M 0.191% | +$157.9K Bought | — 24.3K shares | 21.0K → 24.3K +$157.9K | +15.64% | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $1.2M 0.191% | +$35.5K Bought | — 3.3K shares | 3.2K → 3.3K +$35.5K | +3.15% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.1M 0.186% | +$24.4K Bought | — 34.1K shares | 33.4K → 34.1K +$24.4K | +2.2% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.1M 0.178% | +$1.2K Bought | — 37.4K shares | 37.3K → 37.4K +$1.2K | +0.11% | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $995.0K 0.163% | +$101.7K Bought | — 30.3K shares | 27.2K → 30.3K +$101.7K | +11.39% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $981.8K 0.161% | +$660.2K Bought | — 22.9K shares | 7.5K → 22.9K +$660.2K | +205.32% | — — | Q3 2023 Held for 2y 2m | |
Oil & Gas Integrated Energy | $975.6K 0.16% | +$9.4K Bought | 0.0% 8.7K shares | 8.6K → 8.7K +$9.4K | +0.97% | $480.68B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $968.4K 0.159% | — | — 34.1K shares | — | — | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $956.4K 0.157% | — | — 23.3K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $907.0K 0.149% | -$269.5K Sold | — 20.7K shares | 26.8K → 20.7K −$269.5K | -22.91% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $801.1K 0.131% | +$47.4K Bought | — 25.8K shares | 24.2K → 25.8K +$47.4K | +6.29% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $725.9K 0.119% | — | — 18.5K shares | — | — | — — | Q3 2024 Held for 1y 2m |
