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| WP Advisors LLC
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| |
|---|---|
| CRD # | 118268 |
| SEC # | 801-62924 |
| CIK # | 0001697796 |
| AUM | $431.2 MM (2024-02-14) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 415-777-2900 |
| Address | 353 Sacramento Street San Francisco, CA 94111 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 37.8 | |
| META | 434,852.0 | 18.8 | |
| GOOG | 1,482,566.4 | 16.2 | |
| EPD | 54,009.8 | 9.5 | |
| NFLX | 79,791.6 | 8.7 | |
| OKE | 25,448.2 | 7.7 | |
| MSFT | 1,918,222.4 | 7.3 | |
| NVDA | 399,550.0 | 6.9 | |
| PYPL | 83,170.4 | 6.9 | |
| V | 419,260.5 | 6.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 192 | 72.2 |
| (b) Individuals (high net worth individuals) | 197 | 359.0 |
| (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 | 898 | 431.2 |
| By Discretionary | ||
| Discretionary | 878 | 422.1 |
| Non-Discretionary | 20 | 9.1 |
| Total | 898 | 431.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 431.2 | |
| Total | 898 | 431.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001697796] |
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