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Livermore
Livermore
ZHEN

WP Advisors, LLC

SEC CIK
0001697796
Latest filing
Jul 29, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 8, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
116
+7 vs. Q1 2025
Portfolio value
$364.1M
+$63.8M (+21.2%) vs. Q1 2025
Filed
Aug 8, 2025
SEC
Holdings of WP Advisors, LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
GSGoldman Sachs Group IncStock371$262.9K0.1%+371NewHistory
ALLAllstate CorpStock1,305$262.7K0.1%+18+1.4%AddedHistory
DEDeere & CoStock507$257.8K0.1%+8+1.6%AddedHistory
GMGeneral Motors CoCOM5,199$255.8K0.1%+17+0.3%AddedHistory
MSMorgan StanleyStock1,736$244.5K0.1%+1,736NewHistory
DISWalt Disney CoStock1,966$243.8K0.1%−555−22.0%ReducedHistory
BPBP PLCADR8,135$243.5K0.1%+116+1.4%AddedHistory
LPLALPL Financial Holdings Inc.COM642$240.7K0.1%−39−5.7%ReducedHistory
DECKDeckers Outdoor CorpCOM2,288$235.8K0.1%+2,288NewHistory
iShares Tr464287788U.S. FINLS ETF1,920$232.3K0.1%+6+0.3%Added–
PGProcter & Gamble CoStock1,405$223.9K0.1%+66+4.9%AddedHistory
BACBank of America CorpStock4,697$222.3K0.1%+4,697NewHistory
KOCoca Cola CoStock3,014$213.2K0.1%+107+3.7%AddedHistory
MAMastercard IncStock368$206.9K0.1%+368NewHistory
SCHWSchwab Charles CorpStock2,237$204.1K0.1%+2,237NewHistory
MMM3M CoStock1,320$200.9K0.1%+1,320NewHistory

Sold out since Q1 2025 (3)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of WP Advisors, LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
BECNQxo Building Products, Inc.COM2,800$346.4K0.1%History
State Street SPDR S&P Biotech ETF78464A870ETF2,613$211.9K0.1%–
LULUlululemon athletica inc.Stock734$207.8K0.1%History