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Mount Yale Investment Advisors’s WPP WPP Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-23
Closed -$805 – 1615
2025
Q2 		$805 Buy
+23
New +$862 ﹤0.01% 1397
2021
Q4 		– Sell
-3,328
Closed -$223K – 499
2021
Q3 		$223K Buy
+3,328
New +$223K 0.03% 426
2019
Q3 		– Sell
-3,762
Closed -$210K – 340
2019
Q2 		$210K Buy
+3,762
New +$228K 0.04% 288

Other funds holding WPP

Hotchkis & Wiley Capital Management
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mount Yale Investment Advisors's WPP Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of WPP (WPP) in Q3 2025, closing a stake of 23 shares — an estimated $805 sold.

Mount Yale Investment Advisors first reported a position in WPP in Q2 2019 and held it in 3 quarters. The position peaked at $223K in Q3 2021. 152 funds tracked by Wall St. Rank hold WPP as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining WPP position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 23 WPP shares in Q3 2025, an estimated $805.
  • Mount Yale Investment Advisors first reported a position in WPP in Q2 2019 and held it in 3 quarters.
  • Mount Yale Investment Advisors's WPP position peaked at $223K in Q3 2021.
  • 152 funds tracked by Wall St. Rank held WPP as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.