WPWealth LLP

CIK 0001950118 · Q1 2026

13F Equity AUM

$654.2M

+2.4% QoQ

Positions

+1 QoQ

AUM Rank

#3,671

Top 30%

Skill Alpha (FF)

-5.0%/yr^ns

No Clear Edge

Rank #7,405 · Top 90%

vs S&P -12.9%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 58.1%Top 10: 79.2%Top 20: 90.4%

DFIC13.7%

DFCF12.9%

DFAU12.8%

DFGP9.8%

DFSD8.8%

DFAE4.5%

DFLV4.5%

DFUV4.5%

DFGR3.9%

DUHP3.8%

Others (87)20.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services96.6%

Other3.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 97Median: 0.11%Avg: 1.03%

0–0.5%

78(10.1%)

0.5–1%

6(4.1%)

1–3%

3(6.6%)

3–5%

5(21.2%)

5%+

5(58.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 57Unique: 40vs 20 funds

0.8%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

JPMORGAN CHASE & CO

1.2%

BANK OF AMERICA CORP /DE/

1.1%

0.9%

1.5%

0.9%

0.8%

VANGUARD CAPITAL MANAGEMENT LLC

0.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.9%

GEODE CAPITAL MANAGEMENT, LLC

0.7%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New4Increased33Decreased33Exited3

New Positions

DFUS0.1%

+13K

DUSB0.1%

+14K

SGVT0.1%

+6K

COST0.0%

+203

Increased

DFAU12.8%

+97K(+6%)

DUHP3.8%

+64K(+11%)

DFGP9.8%

+60K(+5%)

PAPR0.7%

+55K(+89%)

DFSD8.8%

+39K(+3%)

DFGR3.9%

+32K(+3%)

DFUV4.5%

+20K(+3%)

DFAS2.8%

+18K(+8%)

PMAR0.4%

+13K(+27%)

DFCF12.9%

+10K(+1%)

Decreased

DFLV4.5%

-61,055(-7%)

PSEP0.1%

-15,372(-69%)

PNOV0.2%

-15,287(-36%)

POCT0.7%

-12,977(-12%)

IJAN0.5%

-11,615(-12%)

DFAT2.7%

-10,868(-4%)

PMAY0.6%

-6,716(-7%)

IAPR0.3%

-3,951(-7%)

UJUL0.1%

-3,174(-12%)

EJAN0.1%

-2,455(-8%)

Exited

PJUL

-41,000

IBM

-706

LLY

-203

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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