Laird Norton Wetherby Wealth Management’s WPP WPP Stock Holding History

Laird Norton Wetherby 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
2024 Q4	$500K	Sell	9,733 -319	-3%	-$16.8K	0.02%	529
2024 Q3	$514K	Sell	10,052 -1,144	-10%	-$54.4K	0.02%	552
2024 Q2	$513K	Sell	11,196 -777	-6%	-$38.6K	0.02%	530
2024 Q1	$568K	Sell	11,973 -839	-7%	-$39.5K	0.03%	524
2023 Q4	$609K	Sell	12,812 -128	-1%	-$5.73K	0.03%	481
2023 Q3	$577K	Sell	12,940 -237	-2%	-$11.8K	0.03%	472
2023 Q2	$689K	Buy	13,177 +177	+1%	+$9.95K	0.04%	440
2023 Q1	$774K	Buy	13,000 +101	+0.8%	+$5.91K	0.05%	395
2022 Q4	$634K	Sell	12,899 -2,553	-17%	-$121K	0.04%	440
2022 Q3	$636K	Buy	15,452 +1,187	+8%	+$55.7K	0.04%	411
2022 Q2	$722K	Sell	14,265 -2,022	-12%	-$119K	0.05%	373
2022 Q1	$1.07M	Sell	16,287 -1,157	-7%	-$86.2K	0.06%	294
2021 Q4	$1.32M	Buy	17,444 +2,640	+18%	+$188K	0.07%	247
2021 Q3	$992K	Buy	14,804 +1,361	+10%	+$91.2K	0.06%	306
2021 Q2	$911K	Buy	13,443 +1,661	+14%	+$114K	0.06%	331
2021 Q1	$753K	Sell	11,782 -7	-0.1%	-$411	0.06%	332
2020 Q4	$638K	Buy	11,789 +359	+3%	+$17K	0.04%	391
2020 Q3	$449K	Buy	11,430 +1,050	+10%	+$41.5K	0.04%	408
2020 Q2	$407K	Buy	+10,380	New	+$386K	0.04%	410
2020 Q1	–	Sell	-7,265	Closed	-$511K	–	753
2019 Q4	$511K	Sell	7,265 -243	-3%	-$15.4K	0.05%	402
2019 Q3	$470K	Sell	7,508 -420	-5%	-$25.1K	0.05%	420
2019 Q2	$499K	Buy	7,928 +2,313	+41%	+$140K	0.05%	395
2019 Q1	$297K	Buy	5,615 +1,542	+38%	+$85.9K	0.04%	520
2018 Q4	$223K	Sell	4,073 -2,670	-40%	-$159K	0.03%	553
2018 Q3	$494K	Buy	6,743 +267	+4%	+$20.8K	0.06%	367
2018 Q2	$508K	Sell	6,476 -899	-12%	-$74.6K	0.07%	333
2018 Q1	$587K	Buy	7,375 +234	+3%	+$20.8K	0.08%	295
2017 Q4	$647K	Sell	7,141 -191	-3%	-$16.9K	0.09%	273
2017 Q3	$681K	Sell	7,332 -809	-10%	-$79.3K	0.1%	250
2017 Q2	$858K	Sell	8,141 -2	-0%	-$217	0.15%	177
2017 Q1	$891K	Sell	8,143 -64	-0.8%	-$7.18K	0.16%	146
2016 Q4	$908K	Buy	8,207 +339	+4%	+$36.7K	0.18%	130
2016 Q3	$926K	Buy	7,868 +1,936	+33%	+$221K	0.19%	128
2016 Q2	$620K	Sell	5,932 -232	-4%	-$26.5K	0.14%	181
2016 Q1	$718K	Sell	6,164 -25	-0.4%	-$2.7K	0.17%	135
2015 Q4	$710K	Buy	6,189 +191	+3%	+$21.5K	0.17%	132
2015 Q3	$624K	Buy	5,998 +515	+9%	+$56.3K	0.16%	144
2015 Q2	$618K	Buy	5,483 +6	+0.1%	+$705	0.15%	170
2015 Q1	$623K	Buy	5,477 +264	+5%	+$29.6K	0.15%	158
2014 Q4	$542K	Sell	5,213 -161	-3%	-$16.1K	0.14%	173
2014 Q3	$539K	Sell	5,374 -81	-1%	-$8.39K	0.15%	170
2014 Q2	$594K	Sell	5,455 -93	-2%	-$9.9K	0.17%	150
2014 Q1	$572K	Sell	5,548 -47	-0.8%	-$5.04K	0.16%	158
2013 Q4	$642K	Sell	5,595 -27	-0.5%	-$2.89K	0.18%	137
2013 Q3	$579K	Buy	5,622 +333	+6%	+$31.3K	0.18%	139
2013 Q2	$452K	Buy	+5,289	New	+$446K	0.16%	150

Other funds holding WPP

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's WPP Position: Q4 2024 in Review

Laird Norton Wetherby Wealth Management reduced its WPP (WPP) stake by 3.2% in Q4 2024, selling an estimated $16.8K and leaving 9,733 shares worth $500K. The position accounts for 0.02% of the portfolio, ranked #529.

Laird Norton Wetherby Wealth Management first reported a position in WPP in Q2 2013 and has held it in 46 quarters since. The position peaked at $1.32M in Q4 2021. 191 funds tracked by Wall St. Rank hold WPP as of Q4 2024.

Laird Norton Wetherby Wealth Management held 9,733 shares of WPP worth $500K as of Q4 2024.
Laird Norton Wetherby Wealth Management sold 319 WPP shares in Q4 2024, an estimated $16.8K.
WPP made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q4 2024, its #529 holding.
Laird Norton Wetherby Wealth Management first reported a position in WPP in Q2 2013 and has held it in 46 quarters since.
Laird Norton Wetherby Wealth Management's WPP position peaked at $1.32M in Q4 2021.
191 funds tracked by Wall St. Rank held WPP as of Q4 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.