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WP Advisors, LLC

SEC CIK
0001697796
Latest filing
Jul 29, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Jan 20, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
102
−2 vs. Q3 2022
Portfolio value
$223.7M
+$2.83M (+1.3%) vs. Q3 2022
Filed
Jan 20, 2023
SEC
Holdings of WP Advisors, LLC in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
BACBank of America CorpStock6,069$201.0K0.1%+6,069NewHistory
BBDBank BradescoSP ADR PFD NEW16,610$47.8K<0.1%00.0%UnchangedHistory

Sold out since Q3 2022 (9)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of WP Advisors, LLC sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
SNOWSnowflake Inc.Stock2,839$483.0K0.2%History
iShares Tr464287234MSCI EMG MKT ETF10,991$383.0K0.2%–
TSMTaiwan Semiconductor Manufacturing Co LtdADR5,538$380.0K0.2%History
ADSKAutodesk, Inc.COM1,452$271.0K0.1%History
ABNBAirbnb, Inc.Stock2,555$268.0K0.1%History
VZVerizon Communications IncStock6,869$261.0K0.1%History
INTCIntel CorpStock8,707$224.0K0.1%History
TWTRTwitter, Inc.COM4,640$203.0K0.1%History
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS10,306$46.0K<0.1%History