RFG
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Range Financial Group’s WPP WPP Stock Holding History

Range Financial Group’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 		$1.54M Buy
99,230
+25,455
+35% +$453K 0.42% 77
2026
Q1 		$1.15M Buy
+73,775
New +$1.39M 0.39% 84
2025
Q3 		– Sell
-44,558
Closed -$1.56M – 218
2025
Q2 		$1.56M Buy
+44,558
New +$1.67M 0.61% 54

Other funds holding WPP

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
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
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
APW
Allied Private Wealth Boca Raton, Florida $156M AUM