WP Advisors, LLC
All 13F Filings
- Location
- San Francisco, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 413,332
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 119 | 413,332 | 13F-HR | WP Advisors, LLC |
| Q1 2026 | 5/4/2026 | 115 | 386,546 | 13F-HR | WP Advisors, LLC |
| Q4 2025 | 1/28/2026 | 116 | 401,518 | 13F-HR | WP Advisors, LLC |
| Q3 2025 | 10/22/2025 | 121 | 393,401 | 13F-HR | WP Advisors, LLC |
| Q2 2025 | 8/8/2025 | 116 | 364,105 | 13F-HR | WP Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 309.7 K | 74.9% | 19.5 K | 0 | 19.5 K |
| ETFs | 103.7 K | 25.1% | 7.295 K | 0 | 7.295 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
413,332
Holdings
119
QoQ value change ($000)
26,786
(6.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.