WP Advisors LLC

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Assets, Funds, Holdings

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WP Advisors LLC
CRD #118268
SEC #801-62924
CIK #1697796
AUM $230.1 MM (95% Disc, 100% US)
Employees4 (50% Investors, 0% Brokers)
Phone415-777-2900
Address353 Sacramento Street
San Francisco, CA 94111
Source IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
AAPL 843,560.0 10.8
SHYG 9.7
VEU 6.5
FB 491,090.0 6.4
MINT 5.1
GWX 4.0
VWO 4.0
XLE 3.7
ABBV 115,170.0 3.7
EEM 3.6
View All
Holdings by Sector ($BB)
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