SVB Wealth’s WPP WPP Stock Holding History

SVB Wealth’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 Q2	–	Sell	-356	Closed	-$13.5K	–	1633
2025 Q1	$13.5K	Buy	+356	New	+$15.8K	﹤0.01%	823
2021 Q2	–	Sell	-8,801	Closed	-$562K	–	1031
2021 Q1	$562K	Buy	8,801 +597	+7%	+$35.1K	0.01%	488
2020 Q4	$444K	Buy	8,204 +2,217	+37%	+$105K	0.01%	503
2020 Q3	$235K	Buy	+5,987	New	+$237K	﹤0.01%	582

Other funds holding WPP

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SVB Wealth's WPP Position: Q2 2025 in Review

SVB Wealth sold out of WPP (WPP) in Q2 2025, closing a stake of 356 shares — an estimated $13.5K sold.

SVB Wealth first reported a position in WPP in Q3 2020 and held it in 4 quarters. The position peaked at $562K in Q1 2021. 170 funds tracked by Wall St. Rank hold WPP as of Q2 2025.

SVB Wealth reported no remaining WPP position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 356 WPP shares in Q2 2025, an estimated $13.5K.
SVB Wealth first reported a position in WPP in Q3 2020 and held it in 4 quarters.
SVB Wealth's WPP position peaked at $562K in Q1 2021.
170 funds tracked by Wall St. Rank held WPP as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.