WPLCX Mutual Fund

WPLCX Mutual Fund

NAV$22.15
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Showing the top 10 of 17 holdings · as of Feb 28, 2026
Top 10 weight
95.89%
WPLCX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
IBRX
Immunitybio IncHealth Care · Biotechnology
17.10%		17.1%465,000$4.55MHealth CareBiotechnology
2
AAPL
Apple, IncInfo Tech · Tech Hardware
15.90%		33.0%16,000$4.23MInfo TechTech 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
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Themes in the top 10
BiotechnologyOncologyImmunologyPharmaceuticalsArtificial IntelligenceSemiconductorsInternet & DigitalCybersecurityData & AnalyticsGlobal BankingAsset ManagementDigital BankingMarket InfrastructureInvestment TechnologyCloud Computing

WPLCX Mutual Fund Top Holdings

WPLCX holdings top 10 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.