WP Large Cap Income Plus Fund Institutional (WPLCX)
20.14
-0.47
(-2.28%)
USD |
Feb 25 2026
WPLCX Asset Allocations & Exposures
Asset Allocation
As of November 30, 2025.
| Type | % Net |
|---|---|
| Cash | 1.44% |
| Stock | 98.87% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.31% |
Market Capitalization
As of November 30, 2025
| Large | 92.52% |
| Mid | 1.35% |
| Small | 6.13% |
Region Exposure
| Americas | 90.65% |
|---|---|
|
North America
|
90.65% |
| United States | 90.65% |
|
Latin America
|
0.00% |
As of November 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 4.56% |
|---|---|
| United Kingdom | 0.67% |
|
Europe Developed
|
3.90% |
| Switzerland | 3.90% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 5.10% |
|---|---|
| Japan | 5.10% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | -0.31% |
|---|
Stock Sector Exposure
| Cyclical |
|
54.34% |
| Materials |
|
0.00% |
| Consumer Discretionary |
|
1.27% |
| Financials |
|
53.07% |
| Real Estate |
|
0.00% |
| Sensitive |
|
40.50% |
| Communication Services |
|
0.00% |
| Energy |
|
6.51% |
| Industrials |
|
0.39% |
| Information Technology |
|
33.60% |
| Defensive |
|
5.16% |
| Consumer Staples |
|
0.67% |
| Health Care |
|
4.48% |
| Utilities |
|
0.00% |
| Not Classified |
|
0.00% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.00% |
As of November 30, 2025
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |