MWM
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Mission Wealth Management’s WPP WPP Stock Holding History

Mission 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
Q3 		– Sell
-6,705
Closed -$235K – 741
2025
Q2 		$235K Sell
6,705
-1,372
-17% -$51.4K 0.01% 623
2025
Q1 		$307K Buy
8,077
+194
+2% +$8.64K 0.01% 551
2024
Q4 		$405K Sell
7,883
-1,034
-12% -$54.6K 0.01% 480
2024
Q3 		$456K Buy
8,917
+387
+5% +$18.4K 0.01% 449
2024
Q2 		$390K Sell
8,530
-50
-0.6% -$2.49K 0.01% 471
2024
Q1 		$407K Sell
8,580
-690
-7% -$32.5K 0.01% 483
2023
Q4 		$441K Buy
9,270
+1,098
+13% +$49.2K 0.01% 397
2023
Q3 		$364K Buy
8,172
+29
+0.4% +$1.45K 0.01% 410
2023
Q2 		$426K Sell
8,143
-42
-0.5% -$2.36K 0.02% 380
2023
Q1 		$487K Sell
8,185
-84
-1% -$4.92K 0.02% 342
2022
Q4 		$407K Buy
8,269
+67
+0.8% +$3.19K 0.02% 364
2022
Q3 		$338K Buy
8,202
+145
+2% +$6.8K 0.02% 372
2022
Q2 		$408K Buy
8,057
+1,898
+31% +$111K 0.02% 341
2022
Q1 		$403K Buy
6,159
+722
+13% +$53.8K 0.02% 355
2021
Q4 		$411K Buy
5,437
+534
+11% +$38.1K 0.02% 362
2021
Q3 		$329K Sell
4,903
-242
-5% -$16.2K 0.02% 390
2021
Q2 		$349K Buy
5,145
+124
+2% +$8.48K 0.02% 361
2021
Q1 		$321K Buy
5,021
+851
+20% +$50K 0.02% 350
2020
Q4 		$225K Buy
+4,170
New +$197K 0.01% 385

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mission Wealth Management's WPP Position: Q3 2025 in Review

Mission Wealth Management sold out of WPP (WPP) in Q3 2025, closing a stake of 6,705 shares — an estimated $235K sold.

Mission Wealth Management first reported a position in WPP in Q4 2020 and held it in 19 quarters. The position peaked at $487K in Q1 2023. 153 funds tracked by Wall St. Rank hold WPP as of Q3 2025.

  • Mission Wealth Management reported no remaining WPP position as of Q3 2025 after selling out during the quarter.
  • Mission Wealth Management sold 6,705 WPP shares in Q3 2025, an estimated $235K.
  • Mission Wealth Management first reported a position in WPP in Q4 2020 and held it in 19 quarters.
  • Mission Wealth Management's WPP position peaked at $487K in Q1 2023.
  • 153 funds tracked by Wall St. Rank held WPP as of Q3 2025.

Based on Mission Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.