WPLCX Mutual Fund

NAV$22.06

AUM$29M

TER2.21%

Holdings17

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WPLCX Mutual Fund

NAV$22.06

WP Large Cap Income Plus Fund Cl I

AUM$29M

TER2.21%

Holdings17

See how much of WPLCX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Showing top 17 of 17 holdings · as of Feb 28, 2026

WPLCX holdings, by weight
#	Ticker	Name	Weight	Cumulative	Shares	Mkt value	Share chg	Sector	Industry
1	IBRX	Immunitybio IncHealth Care · Biotechnology	17.10%	17.1%	465,000	$4.55M	-	Health Care	Biotechnology
2	AAPL	Apple, IncInfo Tech · Tech Hardware	15.90%	33.0%	16,000	$4.23M	-	Info Tech	Tech Hardware
Share changes, sector and industry · Pro
3	JPM	JPMorgan Chase	13.44%	46.4%	11,900	$3.57M
4	BAC	Bank Of America Corp.	12.18%	58.6%	65,000	$3.24M
5	MSFT	Microsoft Corp	11.30%	69.9%	7,650	$3.00M
6	WFC	Wells Fargo & Co.	8.30%	78.2%	27,100	$2.21M
7	—	Mitsubishi Ufj Financial Group Inc Adr	5.61%	83.8%	80,000	$1.49M
8	XOM	Exxon Mobil Corp.	4.36%	88.2%	7,600	$1.16M
9	UBSG	Ubs Group Ag Ordinary Shares	3.90%	92.1%	25,000	$1.04M
10	BRK.B	Berkshire Hathaway, Inc.	3.80%	95.9%	2,000	$1.01M
11	CVX	Chevron Corp	1.40%	97.3%	2,000	$373.5K
12	MCD	Mcdonald'S Corp	1.28%	98.6%	1,000	$341.1K
13	DEO	Diageo Plc ADR	0.61%	99.2%	1,800	$161.1K
14	UPS	United Parcel Service, Inc	0.44%	99.6%	1,000	$116.0K
15	GOIXX	Money Market Fund	0.08%	99.7%	22,477	$22.5K
16	—	S&P 500 Index, March 19, 2026, Put @ $5,000.00	0.02%	99.7%	40	$4.7K
17	—	S&P 500 Index, June 17, 2027, Put @ $4,600.00	-0.89%	98.8%	-26	$-236990

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WPLCX Mutual Fund All Holdings

WPLCX holdings total 17 positions. The top 10 holdings account for 95.9% of the fund, led by Immunitybio Inc at 17.1%, Apple, Inc at 15.9%, Jpmorgan Chase at 13.4%.

WPLCX portfolio concentration is relatively high, with the top 10 representing 95.9% of total assets. The largest sector exposure is Financials at 31.3%.

WPLCX sectors provide a detailed breakdown. WPLCX overlap shows how holdings compare to other funds in your portfolio.