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WPWealth LLP

SEC CIK
0001950118
Latest filing
Aug 10, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by WPWealth LLP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIA overviewAll 13F holders of DIAFull Q2 2026 holdings

Shares (Q2 2026)
414
Value
$216.3K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2023
Holdings of DIA by WPWealth LLP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026414$216.3K<0.1%+414NewHolders
Q2 20250$00.0%−601−100.0%Sold outHolders
Q1 2025601$252.3K<0.1%00.0%UnchangedHolders
Q4 2024601$255.7K0.1%−395−39.7%ReducedHolders
Q3 2024996$421.4K0.1%00.0%UnchangedHolders
Q2 2024996$389.6K0.1%00.0%UnchangedHolders
Q1 2024996$396.3K0.1%−440−30.6%ReducedHolders
Q4 20231,436$541.4K0.2%00.0%UnchangedHolders
Q3 20231,436$481.1K0.2%00.0%UnchangedHolders
Q2 20231,436$493.9K0.2%+1,436NewHolders