WP Smaller Companies Income Plus Fund
WP Trust

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

May 31, 2022 → Aug 31, 2022

Expand a category to see the positions behind it, ranked by weight.

No positions in this category.

Security Shares May 2022 Shares Aug 2022 Δ shares End % Δ value
WOLFSPEED INC 39 0 -39 0.00% $794.14K
Security Shares May 2022 Shares Aug 2022 Δ shares End % Δ value
MONEY MARKET FUND 48,607 267,273 218,666 8.14% $218.67K
Security Shares May 2022 Shares Aug 2022 Δ shares End % Δ value
Russell 2000 ETF 17,300 10,100 -7,200 56.43% -$1.35M
Security Shares May 2022 Shares Aug 2022 Δ shares End % Δ value
ALPHATEC HOLDINGS INC 44,000 44,000 0 10.17% -$3.96K
Mitsubishi UFJ Financial Group Inc. SPON ADS EACH REP 1 ORD SHS 60,000 60,000 0 9.41% -$31.20K
CRONOS GROUP INC 60,000 60,000 0 5.57% $2.40K
IMMUNITYBIO INC 40,000 40,000 0 4.87% $9.60K
OLAPLEX HOLDINGS INC 10,000 10,000 0 4.06% -$28.00K
CYTOSORBENTS CORP 20,000 20,000 0 1.16% -$600
ONTRAK INC 10,000 10,000 0 0.20% -$12.50K

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