WP Large Cap Income Plus Fund WFC Holdings History
Number of Shares
34,400.00
Current Holdings Value*
$2.57 Mil
% of Portfolio
11.34%
Total Estimate Gain
$1.10 Mil
% of Total Estimate Gain
47.77%
WP Large Cap Income Plus Fund's Wells Fargo & Co Holding Summary
As of 2025-05-31, WP Trust held 34,400.00 shares of Wells Fargo & Co(WFC), totaling $2.57 Mil. This investment constitutes 11.34% of their stock portfolio, and WP Trust now holds 0% of the outstanding Wells Fargo & Co(WFC) stock.
The initial trade took place in 2022Q1. In addition, there have been 3 sales at an average price of $68.73 for 9,200.00 shares. Based on historical transaction data and WFC's current price of $80.64, WP Large Cap Income Plus Fund's estimated gain on his WFC holdings is $1.10 Mil, reflecting a 47.77% gain to date.
WP Large Cap Income Plus Fund WFC ($80.64) Holding Chart
WP Large Cap Income Plus Fund WFC ($80.64) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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