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Pacific Capital Wealth Advisors’s WPP WPP Stock Holding History

Pacific Capital Wealth 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
2026
Q2 		– Sell
-20,000
Closed -$311K – 96
2026
Q1 		$311K Buy
+20,000
New +$376K 0.05% 69

Other funds holding WPP

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Pacific Capital Wealth Advisors's WPP Position: Q2 2026 in Review

Pacific Capital Wealth Advisors sold out of WPP (WPP) in Q2 2026, closing a stake of 20,000 shares — an estimated $311K sold.

Pacific Capital Wealth Advisors first reported a position in WPP in Q1 2026 and held it in 1 quarter. The position peaked at $311K in Q1 2026. 12 funds tracked by Wall St. Rank hold WPP as of Q2 2026.

  • Pacific Capital Wealth Advisors reported no remaining WPP position as of Q2 2026 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 20,000 WPP shares in Q2 2026, an estimated $311K.
  • Pacific Capital Wealth Advisors first reported a position in WPP in Q1 2026 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's WPP position peaked at $311K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held WPP as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.