WPWealth LLP
•CIK: 1950118•Filing: Q4 2025
**WPWealth LLP** manages $639M across a portfolio of 96 positions, exhibiting a concentrated, high-conviction approach. The fund's top holdings are anchored by DFIC ($86.8M), DFCF ($84.6M), and DFAU ($82.6M), representing significant allocation weight. Further notable positions include DFGP ($61.0M) and DFSD ($56.2M). This structure suggests a deep, thematic focus within its investment mandate.
Total AUM
$638.9M
QoQ Performance
+4.4%
Positions
37
Top 10 Concentration
78.9%
Latest Filing
Q4 2025
Top Holdings Allocation
DFIC
DFCF
DFAU
DFGP
DFSD
DFIC13.6%
DFCF13.2%
DFAU12.9%
DFGP9.5%
DFSD8.8%
DFLV4.7%
DFAE4.4%
DFUV4.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other95.7%
Technology2.2%
ETF0.9%
Financial0.4%
Consumer0.4%
Energy0.2%
Industrial0.2%
Healthcare0.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑36 increased
↓35 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023