TAFW
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Tred Avon Family Wealth’s WPP WPP Stock Holding History

Tred Avon Family 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
Q4 		– Sell
-11,470
Closed -$287K – 266
2025
Q3 		$287K Buy
+11,470
New +$313K 0.1% 213

Other funds holding WPP

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tred Avon Family Wealth's WPP Position: Q4 2025 in Review

Tred Avon Family Wealth sold out of WPP (WPP) in Q4 2025, closing a stake of 11,470 shares — an estimated $287K sold.

Tred Avon Family Wealth first reported a position in WPP in Q3 2025 and held it in 1 quarter. The position peaked at $287K in Q3 2025. 144 funds tracked by Wall St. Rank hold WPP as of Q4 2025.

  • Tred Avon Family Wealth reported no remaining WPP position as of Q4 2025 after selling out during the quarter.
  • Tred Avon Family Wealth sold 11,470 WPP shares in Q4 2025, an estimated $287K.
  • Tred Avon Family Wealth first reported a position in WPP in Q3 2025 and held it in 1 quarter.
  • Tred Avon Family Wealth's WPP position peaked at $287K in Q3 2025.
  • 144 funds tracked by Wall St. Rank held WPP as of Q4 2025.

Based on Tred Avon Family Wealth's 13F filing for Q4 2025, filed 27 Jan 2026.