WPLCX Mutual Fund

NAV$21.21
Showing 10 of 17 holdings(as of Feb 28, 2026)Top 10 Weight: 95.89%
#TickerNameWeightSharesMkt ValueShare ChgSectorIndustry
1IBRXImmunitybio Inc17.10%465,000$4.55M••••••••••••••••••••••
2AAPLApple, Inc15.90%16,000$4.23M••••••••••••••••••••••
3JPMJpmorgan Chase13.44%11,900$3.57M••••••••••••••••••••••
4BACBank of America Corp.: Financials12.18%65,000$3.24M••••••••••••••••••••••
5MSFTMicrosoft Corp11.30%7,650$3.00M••••••••••••••••••••••
6WFCWells Fargo & Co.8.30%27,100$2.21M••••••••••••••••••••••
7MUFG:JPMitsubishi Ufj Financial Group Inc Adr5.61%80,000$1.49M••••••••••••••••••••••
8XOMExxon Mobil Corp.4.36%7,600$1.16M••••••••••••••••••••••
9UBSG:SMUbs Group Ag3.90%25,000$1.04M••••••••••••••••••••••
10BRK.BBerkshire Hathaway Inc Brk/B Us Equity3.80%2,000$1.01M••••••••••••••••••••••
Want to see all 17 holdings?View All HoldingsPRO

Top Holdings Themes

BiotechnologyOncologyImmunologyPharmaceuticalsArtificial IntelligenceSemiconductorsInternet & DigitalCybersecurityData & AnalyticsGlobal BankingAsset ManagementDigital BankingMarket InfrastructureInvestment Technology5G Infrastructure

WPLCX Mutual Fund Top Holdings

WPLCX holdings top 10 positions. The top 10 holdings account for 95.9% of the fund, led by Immunitybio Inc at 17.1%, Apple, Inc at 15.9%, Jpmorgan Chase at 13.4%.

WPLCX portfolio concentration is relatively high, with the top 10 representing 95.9% of total assets. The largest sector exposure is Financials at 43.4%.

WPLCX sector allocation provides a detailed breakdown. WPLCX overlap tool shows how holdings compare to other funds in your portfolio.