Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s WPP WPP Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$4.05K Sell
260
-126
-33% -$2.37K ﹤0.01% 5095
2025
Q4 		$9K Buy
386
+126
+48% +$2.71K ﹤0.01% 4612
2025
Q3 		$7K Sell
260
-190
-42% -$5.19K ﹤0.01% 4644
2025
Q2 		$16K Sell
450
-80
-15% -$3K ﹤0.01% 4058
2025
Q1 		$20K Sell
530
-96
-15% -$4.27K ﹤0.01% 3686
2024
Q4 		$32K Sell
626
-26
-4% -$1.37K ﹤0.01% 3134
2024
Q3 		$33K Sell
652
-20
-3% -$952 ﹤0.01% 3039
2024
Q2 		$31K Sell
672
-237
-26% -$11.8K ﹤0.01% 2824
2024
Q1 		$43K Sell
909
-24
-3% -$1.13K ﹤0.01% 2406
2023
Q4 		$44K Buy
933
+69
+8% +$3.09K ﹤0.01% 2260
2023
Q3 		$39K Buy
864
+281
+48% +$14K ﹤0.01% 2232
2023
Q2 		$30K Buy
583
+268
+85% +$15.1K ﹤0.01% 2378
2023
Q1 		$19K Sell
315
-87
-22% -$5.09K ﹤0.01% 2559
2022
Q4 		$20K Buy
402
+211
+110% +$10K ﹤0.01% 2390
2022
Q3 		$8K Buy
191
+25
+15% +$1.17K ﹤0.01% 2862
2022
Q2 		$8K Sell
166
-302
-65% -$17.7K ﹤0.01% 2750
2022
Q1 		$31K Sell
468
-16
-3% -$1.19K ﹤0.01% 1830
2021
Q4 		$37K Buy
+484
New +$34.5K ﹤0.01% 1703
2021
Q2 		$7K Hold
101
– – ﹤0.01% 2263
2021
Q1 		$7K Hold
101
– – ﹤0.01% 2263
2020
Q4 		$7K Hold
101
– – ﹤0.01% 2262
2020
Q3 		$7K Hold
101
– – ﹤0.01% 2260
2020
Q2 		$7K Hold
101
– – ﹤0.01% 2259
2020
Q1 		$7K Hold
101
– – ﹤0.01% 2259
2019
Q4 		$7K Hold
101
– – ﹤0.01% 2259
2019
Q3 		$7K Hold
101
– – ﹤0.01% 2258
2019
Q2 		$7K Hold
101
– – ﹤0.01% 2258
2019
Q1 		$7K Buy
+101
New +$5.63K ﹤0.01% 2257
2018
Q2 		– Sell
-28
Closed -$2K – 1792
2018
Q1 		$2K Sell
28
-12
-30% -$1.07K ﹤0.01% 1214
2017
Q4 		$4K Buy
40
+18
+82% +$1.59K ﹤0.01% 1163
2017
Q3 		$2K Buy
+22
New +$2.16K ﹤0.01% 1316

Other funds holding WPP

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WPP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its WPP (WPP) stake by 33% in Q1 2026, selling an estimated $2.37K and leaving 260 shares worth $4.05K. The position accounts for ﹤0.01% of the portfolio, ranked #5095.

Carson Wealth (CWM LLC) first reported a position in WPP in Q3 2017 and has held it in 31 quarters since. The position peaked at $44K in Q4 2023. 129 funds tracked by Wall St. Rank hold WPP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 260 shares of WPP worth $4.05K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 126 WPP shares in Q1 2026, an estimated $2.37K.
  • WPP made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5095 holding.
  • Carson Wealth (CWM LLC) first reported a position in WPP in Q3 2017 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s WPP position peaked at $44K in Q4 2023.
  • 129 funds tracked by Wall St. Rank held WPP as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.