PWPS
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Pinnacle Wealth Planning Services’s WPP WPP Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		– Sell
-94
Closed -$2.11K – 2866
2025
Q4 		$2.11K Buy
+94
New +$2.02K ﹤0.01% 2468
2021
Q1 		– Sell
-564
Closed -$31K – 1959
2020
Q4 		$31K Buy
+564
New +$26.7K 0.01% 994

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
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Pinnacle Wealth Planning Services's WPP Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of WPP (WPP) in Q1 2026, closing a stake of 94 shares — an estimated $2.11K sold.

Pinnacle Wealth Planning Services first reported a position in WPP in Q4 2020 and held it in 2 quarters. The position peaked at $31K in Q4 2020. 129 funds tracked by Wall St. Rank hold WPP as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining WPP position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 94 WPP shares in Q1 2026, an estimated $2.11K.
  • Pinnacle Wealth Planning Services first reported a position in WPP in Q4 2020 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's WPP position peaked at $31K in Q4 2020.
  • 129 funds tracked by Wall St. Rank held WPP as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.