WP Large Cap Income Plus FundWPLCX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$26.6M
Expense ratio
2.21%
1-year return
+22.7%
3 years, a year
+22.9%
5 years, a year
+7.6%
Holdings
17
What it aims to do.
Investment Objective. The investment objective of the Fund is total return.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| IBRX ImmunityBio, Inc. | 17.10% |
| AAPL Apple Inc. | 15.90% |
| JPM JPMorgan Chase & Co. | 13.44% |
| BAC Bank of America Corporation | 12.18% |
| MSFT Microsoft Corporation | 11.30% |
| WFC Wells Fargo & Company | 8.30% |
| MUFG Mitsubishi UFJ Financial Group, Inc. | 5.61% |
| XOM Exxon Mobil Corporation | 4.36% |
| UBS UBS Group AG | 3.90% |
| BRK-B Berkshire Hathaway Inc. | 3.80% |
More on WPLCX.
- WPLCX overview
- WPLCX holdings
- WPLCX risk
- WPLCX costs
- WPLCX money in and out
- WPLCX share classes
- Compare WPLCX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.