WI

WP Income Plus Fund | WPINX

Mutual Fund
WP Trust
Last update 2022-10-25 7 Stocks (0 new)
Value $1.00 Mil Turnover 0 %
Countries:
WP Income Plus Fund Top Holdings of 2022-08-31 View Full List
Ticker
PNC
MUFG
HYG
WFC
BAC
JNK
JPM
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
+30.13%
+4.71%
77,426.1
Banks
MUFG
Mitsubishi UFJ Financial Group Inc
40,000
206.0
0%
15.440
0%
0.000
+11.96%
+15.62%
151,401.3
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
+3.19%
+2.03%
17,310.3
 
WFC
Wells Fargo & Co
4,400
192.3
0%
14.410
0%
0.000
+25.30%
+16.01%
259,690.5
Banks
BAC
Bank of America Corp
5,600
188.2
0%
14.100
0%
0.000
+27.24%
+8.99%
351,903.7
Banks
JNK
SPDR Bloomberg High Yield Bond ETF
2,000
183.8
-64.29%
13.770
-17.92%
0.000
+3.18%
+1.29%
8,014.0
 
JPM
JPMorgan Chase & Co
1,350
153.5
0%
11.510
0%
0.000
+26.17%
+23.48%
800,897.6
Banks

WP Income Plus Fund's Historical Top Holdings Breakdowns

WP Income Plus Fund Total Holding History ($B)

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WP Income Plus Fund's Asset Allocation

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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 %

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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