Long-term investor
Wpwealth LLP @wpwealthllp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001950118).
Record
- Tracked since 2025-06-30 (434 days), 20 trades recorded
- Returns: week n/a · month n/a · 90 days +7.4% · 6 months +9.4% · 1 year +14.6% · all +14.6%
- Max drawdown 0.0% · Sharpe 1.30 · win rate 42% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFAU · 14.0% · long · since 2025-06-30
- DFIC · 13.1% · long · since 2025-06-30
- DFCF · 12.9% · long · since 2025-06-30
- DFGP · 8.7% · long · since 2025-06-30
- DFSD · 8.4% · long · since 2025-06-30
- DFAE · 4.9% · long · since 2025-06-30
- DFUV · 4.5% · long · since 2025-06-30
- DFLV · 4.4% · long · since 2025-06-30
- DUHP · 4.3% · long · since 2025-06-30
- DFGR · 4.0% · long · since 2025-06-30
- DFAS · 3.1% · long · since 2025-06-30
- DFAT · 2.6% · long · since 2025-06-30