WI
| |
WP Income Plus Fund | WPINXMutual Fund | |
WP Trust | |
Last update 2022-10-25 | 7 Stocks (0 new) |
Value $1.00 Mil | Turnover 0 % |
WP Income Plus Fund Top Holdings of 2022-08-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
PNC | PNC Financial Services Group Inc | 1,325 | 209.3 | 0% | 15.690 | 0% | 0.000 | +11.71% | +3.38% | 77,416.4 | Banks | |
MUFG | Mitsubishi UFJ Financial Group Inc | 40,000 | 206.0 | 0% | 15.440 | 0% | 0.000 | +4.31% | +19.97% | 156,315.2 | Banks | |
HYG |
iShares iBoxx USD High Yield Corporate Bond ETF
iShares iBoxx USD High Yield Corporate Bond ETF
| 2,700 | 201.2 | -43.75% | 15.080 | -8.43% | 0.000 | +3.36% | +5.09% | 17,766.5 | ||
WFC | Wells Fargo & Co | 4,400 | 192.3 | 0% | 14.410 | 0% | 0.000 | +14.60% | +18.48% | 268,014.5 | Banks | |
BAC | Bank of America Corp | 5,600 | 188.2 | 0% | 14.100 | 0% | 0.000 | +17.08% | +12.19% | 366,877.7 | Banks | |
JNK | SPDR Bloomberg High Yield Bond ETF | 2,000 | 183.8 | -64.29% | 13.770 | -17.92% | 0.000 | +3.45% | +4.89% | 7,948.7 | ||
JPM | JPMorgan Chase & Co | 1,350 | 153.5 | 0% | 11.510 | 0% | 0.000 | +19.52% | +23.20% | 811,495.6 | Banks |
WP Income Plus Fund's Historical Top Holdings Breakdowns
WP Income Plus Fund Total Holding History ($B)
WP Income Plus Fund's Asset Allocation
WP Income Plus Fund Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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WP Income Plus Fund's Hypothetical Growth since 2022-08-31
WP Income Plus Fund's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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WP Income Plus Fund's Holdings Heat Map
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WP Income Plus Fund's Holdings Bubble Chart
WP Income Plus Fund News
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