CWA
WPP icon

Carolina Wealth Advisors’s WPP WPP Stock Holding History

Carolina Wealth Advisors’s Portfolio WPP Stock Details WPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$239K Sell
15,447
-15
-0.1% -$267 0.09% 82
2026
Q1 		$240K Buy
+15,462
New +$290K 0.1% 86
2021
Q2 		– Sell
-28
Closed -$2K – 323
2021
Q1 		$2K Buy
+28
New +$1.65K ﹤0.01% 287

Other funds holding WPP

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Carolina Wealth Advisors's WPP Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its WPP (WPP) stake by 0.1% in Q2 2026, selling an estimated $267 and leaving 15,447 shares worth $239K. The position accounts for 0.09% of the portfolio, ranked #82.

Carolina Wealth Advisors first reported a position in WPP in Q1 2021 and has held it in 3 quarters since. The position peaked at $240K in Q1 2026. 139 funds tracked by Wall St. Rank hold WPP as of Q2 2026.

  • Carolina Wealth Advisors held 15,447 shares of WPP worth $239K as of Q2 2026.
  • Carolina Wealth Advisors sold 15 WPP shares in Q2 2026, an estimated $267.
  • WPP made up 0.09% of Carolina Wealth Advisors's portfolio in Q2 2026, its #82 holding.
  • Carolina Wealth Advisors first reported a position in WPP in Q1 2021 and has held it in 3 quarters since.
  • Carolina Wealth Advisors's WPP position peaked at $240K in Q1 2026.
  • 139 funds tracked by Wall St. Rank held WPP as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.