WP Large Cap Income Plus Institutional (WPLCX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
18.01
+0.03 (0.17%)
Oct 29, 2025, 8:07 AM EDT
WPLCX Holdings List
| No. | Symbol | Name | % Weight |
|---|---|---|---|
| 1 | MSFT | Microsoft Corporation | 16.17% |
| 2 | AAPL | Apple Inc. | 15.50% |
| 3 | JPM | JPMorgan Chase & Co. | 14.97% |
| 4 | BAC | Bank of America Corporation | 13.76% |
| 5 | WFC | Wells Fargo & Company | 10.08% |
| 6 | MUFG | Mitsubishi UFJ Financial Group, Inc. | 5.10% |
| 7 | IBRX | ImmunityBio, Inc. | 4.30% |
| 8 | SWX: UBSG | UBS Group AG | 4.23% |
| 9 | BRK.B | Berkshire Hathaway Inc. | 4.20% |
| 10 | XOM | Exxon Mobil Corporation | 4.10% |
| 11 | n/a | Money Market Obligations Trust - Federated Hermes Money Market Obligations Fund - Institutional Class | 2.75% |
| 12 | OXY | Occidental Petroleum Corporation | 1.39% |
| 13 | CVX | Chevron Corporation | 1.34% |
| 14 | MCD | McDonald's Corporation | 1.31% |
| 15 | LON: DGED | Diageo plc | 0.84% |
| 16 | UPS | United Parcel Service, Inc. | 0.36% |
| 17 | n/a | Options Clearing Corp. - SPXW Us 11/21/25 P4350 | 0.06% |
| 18 | n/a | Options Clearing Corp. - SPX Us 10/17/25 P4350 | 0.02% |
| 19 | n/a | Options Clearing Corp. - SPXW Us 09/19/25 P4350 | 0.00% |
| 20 | n/a | Options Clearing Corp. - SPX Us 06/18/26 P4600 | -0.40% |
As of Aug 31, 2025