Morningstar

WP Large Cap Income Plus Fund Institutional Class WPLCX

Morningstar Medalist Rating
Medalist Rating as of | See WP Trust Investment Hub
  • NAV / 1-Day Return 21.27  /  −0.28 %
  • Total Assets 27.9M
  • Adj. Expense Ratio
    2.140%
  • Expense Ratio 2.210%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 4%

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 12:11 AM GMT+0

Morningstar’s Analysis WPLCX

Will WPLCX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WPLCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WPLCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WPLCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WP Large Cap Income Plus Institutional holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings WPLCX

More WPLCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 95.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ImmunityBio Inc Ordinary Shares

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Healthcare

Apple Inc

15.90 4M
Technology

JPMorgan Chase & Co

13.44 4M
Financial Services

Bank of America Corp

12.18 3M
Financial Services

Microsoft Corp

11.30 3M
Technology

Wells Fargo & Co

8.30 2M
Financial Services

Mitsubishi UFJ Financial Group Inc ADR

5.61 1M
Financial Services

Exxon Mobil Corp

4.36 1M
Energy

UBS Group AG Registered Shares

3.90 1M
Financial Services

Berkshire Hathaway Inc Class B

3.80 1M
Financial Services

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