SOA Wealth Advisors’s WPP WPP Stock Holding History

SOA 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	$5.17K	Hold	334	–	–	﹤0.01%	695
2026 Q1	$5.19K	Hold	334	–	–	﹤0.01%	651
2025 Q4	$7.5K	Hold	334	–	–	﹤0.01%	629
2025 Q3	$8.37K	Hold	334	–	–	﹤0.01%	627
2025 Q2	$11.7K	Hold	334	–	–	﹤0.01%	581
2025 Q1	$12.7K	Hold	334	–	–	﹤0.01%	536
2024 Q4	$17.2K	Hold	334	–	–	﹤0.01%	478
2024 Q3	$17.1K	Hold	334	–	–	﹤0.01%	470
2024 Q2	$15.3K	Hold	334	–	–	﹤0.01%	478
2024 Q1	$15.8K	Hold	334	–	–	﹤0.01%	471
2023 Q4	$15.9K	Hold	334	–	–	﹤0.01%	458
2023 Q3	$14.9K	Hold	334	–	–	﹤0.01%	470
2023 Q2	$17.5K	Sell	334 -908	-73%	-$51K	﹤0.01%	453
2023 Q1	$73.9K	Hold	1,242	–	–	0.02%	249
2022 Q4	$61.1K	Hold	1,242	–	–	0.02%	259
2022 Q3	$51K	Hold	1,242	–	–	0.02%	264
2022 Q2	$62K	Hold	1,242	–	–	0.02%	243
2022 Q1	$81K	Hold	1,242	–	–	0.02%	256
2021 Q4	$94K	Hold	1,242	–	–	0.02%	225
2021 Q3	$83K	Hold	1,242	–	–	0.02%	248
2021 Q2	$84K	Hold	1,242	–	–	0.02%	243
2021 Q1	$79K	Hold	1,242	–	–	0.02%	221
2020 Q4	$69K	Buy	+1,242	New	+$58.8K	0.02%	229

Other funds holding WPP

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SOA Wealth Advisors's WPP Position: Q2 2026 in Review

SOA Wealth Advisors held its WPP (WPP) position steady in Q2 2026 at 334 shares worth $5.17K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

SOA Wealth Advisors first reported a position in WPP in Q4 2020 and has held it in 23 quarters since. The position peaked at $94K in Q4 2021. 139 funds tracked by Wall St. Rank hold WPP as of Q2 2026.

SOA Wealth Advisors held 334 shares of WPP worth $5.17K as of Q2 2026.
SOA Wealth Advisors left its WPP share count unchanged in Q2 2026.
WPP made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #695 holding.
SOA Wealth Advisors first reported a position in WPP in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's WPP position peaked at $94K in Q4 2021.
139 funds tracked by Wall St. Rank held WPP as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.