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Institute for Wealth Management’s WPP WPP Stock Holding History

Institute for Wealth Management’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
2025
Q4 		– Sell
-8,821
Closed -$221K – 590
2025
Q3 		$221K Buy
+8,821
New +$241K 0.02% 528

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Institute for Wealth Management's WPP Position: Q4 2025 in Review

Institute for Wealth Management sold out of WPP (WPP) in Q4 2025, closing a stake of 8,821 shares — an estimated $221K sold.

Institute for Wealth Management first reported a position in WPP in Q3 2025 and held it in 1 quarter. The position peaked at $221K in Q3 2025. 144 funds tracked by Wall St. Rank hold WPP as of Q4 2025.

  • Institute for Wealth Management reported no remaining WPP position as of Q4 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 8,821 WPP shares in Q4 2025, an estimated $221K.
  • Institute for Wealth Management first reported a position in WPP in Q3 2025 and held it in 1 quarter.
  • Institute for Wealth Management's WPP position peaked at $221K in Q3 2025.
  • 144 funds tracked by Wall St. Rank held WPP as of Q4 2025.

Based on Institute for Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.