WP Advisors, LLC
- SEC CIK
- 0001697796
- Latest filing
- Jul 29, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 3, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 104
- +6 vs. Q3 2024
- Portfolio value
- $300.2M
- +$26.5M (+9.7%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr464287788 | U.S. FINLS ETF | 1,908 | $211.0K | 0.1% | +1,908 | New | – |
| DEDeere & Co | Stock | 498 | $210.9K | 0.1% | +2+0.4% | Added | History |
| TTDTrade Desk, Inc. | Stock | 1,755 | $206.3K | 0.1% | +1,755 | New | History |
| GSGoldman Sachs Group Inc | Stock | 359 | $205.5K | 0.1% | +359 | New | History |
Sold out since Q3 2024 (2)
Positions held at the end of Q3 2024 that are gone from this filing.