WP Large Cap Income Plus Fund Institutional (WPLCX)
19.64
-0.15
(-0.76%)
USD |
May 19 2026
WPLCX Asset Allocations & Exposures
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 1.26% |
| Stock | 99.61% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.87% |
Market Capitalization
As of February 28, 2026
| Large | 88.37% |
| Mid | 0.73% |
| Small | 10.90% |
Region Exposure
| Americas | 90.76% |
|---|---|
|
North America
|
90.76% |
| United States | 90.76% |
|
Latin America
|
0.00% |
As of February 28, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 4.50% |
|---|---|
| United Kingdom | 0.61% |
|
Europe Developed
|
3.90% |
| Switzerland | 3.90% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 5.61% |
|---|---|
| Japan | 5.61% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | -0.87% |
|---|
Stock Sector Exposure
| Cyclical |
|
48.70% |
| Materials |
|
0.00% |
| Consumer Discretionary |
|
1.29% |
| Financials |
|
47.41% |
| Real Estate |
|
0.00% |
| Sensitive |
|
33.53% |
| Communication Services |
|
0.00% |
| Energy |
|
5.79% |
| Industrials |
|
0.44% |
| Information Technology |
|
27.30% |
| Defensive |
|
17.78% |
| Consumer Staples |
|
0.61% |
| Health Care |
|
17.17% |
| Utilities |
|
0.00% |
| Not Classified |
|
0.00% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.00% |
As of February 28, 2026
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 | -- |