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| Happy Holidays!! thanks for using AUM13F!! |
| WP Advisors LLC
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|---|---|
| CRD # | 118268 |
| SEC # | 801-62924 |
| CIK # | 0001697796 |
| AUM | $505.7 M (2025-02-25) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 415-777-2900 |
| Address | 353 Sacramento Street San Francisco, CA 94111 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 33.6 | ||
| Facebook Inc | 27.2 | ||
| Alphabet Inc | 20.6 | ||
| Nvidia Corp | 17.9 | ||
| Netflix Inc | 14.1 | ||
| Pfizer Inc | 12.8 | ||
| Enterprise Products Partners L P | 11.3 | ||
| VISA Inc | 8.8 | ||
| Paypal Holdings Inc | 8.2 | ||
| Microsoft Corp | 7.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 174 | 65.6 |
| (b) Individuals (high net worth individuals) | 223 | 440.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 877 | 505.7 |
| By Discretionary | ||
| Discretionary | 858 | 495.0 |
| Non-Discretionary | 19 | 10.7 |
| Total | 877 | 505.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 505.7 | |
| Total | 877 | 505.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001697796] |
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