WPLCX holdings — WP Large Cap Income Plus Fund
WP Large Cap Income Plus Fund (WPLCX) held 16 positions with net assets of $26.3M as of May 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 96.7% of the fund, led by AAPL, JPM, IBRX.
WPLCX top holdings
- AAPL Apple Inc. — 18.97% ($4.99M)
- JPM JPMorgan Chase & Co. — 13.53% ($3.56M)
- IBRX ImmunityBio, Inc. — 13.29% ($3.50M)
- MSFT Microsoft Corporation — 13.09% ($3.44M)
- BAC Bank of America Corporation — 12.74% ($3.35M)
- WFC Wells Fargo & Company — 7.98% ($2.10M)
- MUFG Mitsubishi UFJ Financial Group, Inc. — 5.69% ($1.50M)
- XOM Exxon Mobil Corporation — 4.19% ($1.10M)
- BRK.B Berkshire Hathaway Inc. — 3.61% ($949K)
- UBS UBS Group AG — 3.58% ($942K)
- CVX Chevron Corporation — 1.39% ($365K)
- MCD McDonald's Corporation — 1.06% ($279K)
- Money Market Obligations Trust — 0.82% ($217K)
- UPS United Parcel Service, Inc. — 0.41% ($107K)
- Options Clearing Corp. — 0.01% ($1.82K)
- Options Clearing Corp. — -0.49% (−$128K)
What are WPLCX's top 10 holdings?
AAPL (19.0%), JPM (13.5%), IBRX (13.3%), MSFT (13.1%), BAC (12.7%), WFC (8.0%), MUFG (5.7%), XOM (4.2%), BRK.B (3.6%), UBS (3.6%).
How many stocks are in WPLCX?
WP Large Cap Income Plus Fund reported 16 holdings as of May 31, 2026.