WP Large Cap Income Plus Institutional (WPLCX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
21.94
-0.07 (-0.32%)
Sep 29, 2026, 4:00 PM EST
WPLCX Holdings Information
WPLCX is a mutual fund with a total of 16 individual holdings. The top holdings are Apple stock at 18.97%, JPMorgan Chase & Co. at 13.53%, ImmunityBio at 13.29%, Microsoft at 13.09%, and Bank of America at 12.74%.
Total Holdings
16
Top 10 Percentage
96.67%
Asset Class
Equity
Fund Category
Large Value
Assets
28.58M
Forward PE Ratio
16.35
Breakdown by Sector
Top 25 Holdings
| No. | Symbol | Name | % Weight |
|---|---|---|---|
| 1 | AAPL | Apple Inc. | 18.97% |
| 2 | JPM | JPMorgan Chase & Co. | 13.53% |
| 3 | IBRX | ImmunityBio, Inc. | 13.29% |
| 4 | MSFT | Microsoft Corporation | 13.09% |
| 5 | BAC | Bank of America Corporation | 12.74% |
| 6 | WFC | Wells Fargo & Company | 7.98% |
| 7 | MUFG | Mitsubishi UFJ Financial Group, Inc. | 5.69% |
| 8 | XOM | ExxonMobil Holdings Corporation | 4.19% |
| 9 | BRK.B | Berkshire Hathaway Inc. | 3.61% |
| 10 | SWX: UBSG | UBS Group AG | 3.58% |
| 11 | CVX | Chevron Corporation | 1.39% |
| 12 | MCD | McDonald's Corporation | 1.06% |
| 13 | GOIXX | Federated Hermes Govt Obl IS | 0.82% |
| 14 | UPS | United Parcel Service, Inc. | 0.41% |
| 15 | n/a | Options Clearing Corp. - Spx Us 06/18/26 P5000 | 0.01% |
| 16 | n/a | Options Clearing Corp. - Spx Us 06/17/27 P4600 | -0.49% |
As of May 31, 2026