WP Large Cap Income Plus Institutional (WPLCX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
17.49
+0.03 (0.17%)
Sep 17, 2025, 8:07 AM EDT
WPLCX Holdings List
| No. | Symbol | Name | % Weight |
|---|---|---|---|
| 1 | AAPL | Apple Inc. | 18.03% |
| 2 | MSFT | Microsoft Corporation | 17.43% |
| 3 | JPM | JPMorgan Chase & Co. | 13.75% |
| 4 | BAC | Bank of America Corporation | 13.04% |
| 5 | WFC | Wells Fargo & Company | 11.26% |
| 6 | BRK.B | Berkshire Hathaway Inc. | 5.30% |
| 7 | MUFG | Mitsubishi UFJ Financial Group, Inc. | 4.95% |
| 8 | IBRX | ImmunityBio, Inc. | 4.19% |
| 9 | XOM | Exxon Mobil Corporation | 3.85% |
| 10 | SWX: UBSG | UBS Group AG | 3.49% |
| 11 | MCD | McDonald's Corporation | 1.37% |
| 12 | OXY | Occidental Petroleum Corporation | 1.25% |
| 13 | CVX | Chevron Corporation | 1.20% |
| 14 | LON: DGED | Diageo plc | 0.86% |
| 15 | GOIXX | Federated Government Obligations Fund | 0.52% |
| 16 | n/a | Options Clearing Corp. - Spxw Us 06/20/25 P3550 | 0.00% |
| 17 | n/a | Options Clearing Corp. - Spx Us 03/20/26 P4600 | -0.66% |
As of May 31, 2025