Current Market Value 364,105,489
Current Holdings 116
Most Recent File Date 2025-08-08
Total Filings on Record 35
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by WP Advisors, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-08 2025-06-30 13F-HR 116 364,105
2025-05-12 2025-03-31 13F-HR 109 300,348
2025-02-03 2024-12-31 13F-HR 104 300,156
2024-11-07 2024-09-30 13F-HR 98 273,674
2024-07-30 2024-06-30 13F-HR 106 313,169
2024-05-08 2024-03-31 13F-HR 105 304,825
2024-01-31 2023-12-31 13F-HR 104 270,138
2023-10-30 2023-09-30 13F-HR 100 241,853
2023-07-26 2023-06-30 13F-HR 99 249,923
2023-04-14 2023-03-31 13F-HR 99 242,432
2023-01-20 2022-12-31 13F-HR 102 223,677
2022-10-24 2022-09-30 13F-HR 104 220,845
2022-07-12 2022-06-30 13F-HR 106 230,042
2022-04-25 2022-03-31 13F-HR 113 242,811
2022-02-02 2021-12-31 13F-HR 108 240,026
2021-10-20 2021-09-30 13F-HR 104 243,863
2021-07-22 2021-06-30 13F-HR 103 239,859
2021-05-06 2021-03-31 13F-HR 95 231,473
2021-01-27 2020-12-31 13F-HR 88 207,079
2020-10-16 2020-09-30 13F-HR 78 165,941
2020-08-07 2020-06-30 13F-HR 69 142,213
2020-04-29 2020-03-31 13F-HR 49 102,950
2020-01-22 2019-12-31 13F-HR 63 96,868
2019-10-22 2019-09-30 13F-HR 58 87,246
2019-07-23 2019-06-30 13F-HR 61 89,687
2019-04-15 2019-03-31 13F-HR 175 918,584
2019-01-17 2018-12-31 13F-HR 60 101,434
2018-10-31 2018-09-30 13F-HR 267 107,425
2018-07-26 2018-06-30 13F-HR 275 105,986
2018-05-04 2018-03-31 13F-HR 55 92,617
2018-02-05 2017-12-31 13F-HR 63 103,294
2017-11-02 2017-09-30 13F-HR 68 132,402
2017-08-08 2017-06-30 13F-HR 69 137,984
2017-04-17 2017-03-31 13F-HR 68 159,236
2017-02-10 2016-12-31 13F-HR 61 143,237