WP Large Cap Income Plus Fund Institutional Class (WPLCX)

WPLCX Holdings Information

WPLCX is a mutual fund with a total of 18 individual holdings. The top holdings are Apple stock at 18.02%, Microsoft at 15.20%, JPMorgan Chase & Co. at 15.05%, Bank of America at 14.08%, and Wells Fargo & Company at 10.19%.

• Total Holdings: 18
• Top 10 Percentage: 94.15%
• Asset Class: Equity
• Fund Category: Large Value
• Assets: 25.59M
• Forward PE Ratio: 17.41

Top 25 Holdings

As of Nov 30, 2025

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No.	Symbol	Name	% Weight	Shares
1	AAPL	Apple Inc.	18.02%	16,000
2	MSFT	Microsoft Corporation	15.20%	7,650
3	JPM	JPMorgan Chase & Co.	15.05%	11,900
4	BAC	Bank of America Corporation	14.08%	65,000
5	WFC	Wells Fargo & Company	10.19%	29,400
6	MUFG	Mitsubishi UFJ Financial Group, Inc.	5.10%	80,000
7	IBRX	ImmunityBio, Inc.	4.43%	465,000
8	BRK.B	Berkshire Hathaway Inc.	4.15%	2,000
9	XOM	Exxon Mobil Corporation	4.03%	8,600
10	SWX: UBSG	UBS Group AG	3.90%	25,000
11	n/a	Cash & Cash Equivalents	1.44%	356,559
12	MCD	McDonald's Corporation	1.26%	1,000
13	CVX	Chevron Corporation	1.22%	2,000
14	OXY	Occidental Petroleum Corporation	1.19%	7,000
15	LON: DGED	Diageo plc	0.67%	1,800
16	UPS	United Parcel Service, Inc.	0.39%	1,000
17	n/a	Spxw Us 12/19/25 P4500	0.00%	2,000
18	n/a	Option on S&P 500 PR	-0.31%	2,600