Your funds, side by side
The lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- WP Large Cap Income Plus Fund WP Trust · 14 lines · as of Feb 28, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | WP Large Cap Income Plus Fund |
|---|---|
| ImmunityBio Inc | 17.10 % |
| Apple Inc | 15.90 % |
| JPMorgan Chase & Co | 13.44 % |
| Bank of America Corp | 12.18 % |
| Microsoft Corp | 11.30 % |
| Wells Fargo & Co | 8.30 % |
| Mitsubishi UFJ Financial Group Inc | 5.61 % |
| Exxon Mobil Corp | 4.36 % |
| UBS Group AG | 3.90 % |
| Berkshire Hathaway Inc | 3.80 % |
| Chevron Corp | 1.40 % |
| McDonald's Corp. | 1.28 % |
| Diageo PLC | 0.61 % |
| United Parcel Service Inc | 0.44 % |
1 funds, 14 lines read.