# WP Large Cap Income Plus Fund

WP Large Cap Income Plus Fund is a registered fund series of WP Trust (series S000060197). Net assets $26.3M as of 2026-05-31.

## Profile

- Series ID: S000060197
- Registrant: WP Trust
- LEI: 549300DQBKNS7VICBS58
- Net assets: $26.3M
- Total assets: $26.5M
- As of: 2026-05-31

## Advisers

- [WINNING POINTS ADVISORS, LLC (Advisor)](https://search.stillhousedata.com/firm/118077)

## Top holdings (16 reported)

_Showing 15 of 16 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [Apple Inc.](https://search.stillhousedata.com/security/037833100) | — | $5.0M | 1897.00% |
| [JPMorgan Chase & Co.](https://search.stillhousedata.com/security/46625H100) | — | $3.6M | 1353.00% |
| [ImmunityBio, Inc.](https://search.stillhousedata.com/security/45256X103) | — | $3.5M | 1329.00% |
| [Microsoft Corporation](https://search.stillhousedata.com/security/594918104) | — | $3.4M | 1309.00% |
| [Bank of America Corporation](https://search.stillhousedata.com/security/060505104) | — | $3.4M | 1274.00% |
| [Wells Fargo & Company](https://search.stillhousedata.com/security/949746101) | — | $2.1M | 798.00% |
| [Mitsubishi UFJ Financial Group, Inc.](https://search.stillhousedata.com/security/606822104) | — | $1.5M | 569.00% |
| [Exxon Mobil Corporation](https://search.stillhousedata.com/security/30231G102) | — | $1.1M | 419.00% |
| [Berkshire Hathaway Inc.](https://search.stillhousedata.com/security/084670702) | — | $949K | 361.00% |
| [UBS Group AG](https://search.stillhousedata.com/security/H42097107) | — | $942K | 358.00% |
| [Chevron Corporation](https://search.stillhousedata.com/security/166764100) | — | $365K | 139.00% |
| [McDonald's Corporation](https://search.stillhousedata.com/security/580135101) | — | $279K | 106.00% |
| [Money Market Obligations Trust](https://search.stillhousedata.com/security/60934N104) | — | $217K | 82.00% |
| [United Parcel Service, Inc.](https://search.stillhousedata.com/security/911312106) | — | $107K | 41.00% |
| Options Clearing Corp. | — | $2K | 1.00% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-05-31 | $26.3M |
| 2026-02-28 | $26.6M |
| 2025-11-30 | $24.8M |
| 2025-08-31 | $24.0M |
| 2025-05-31 | $22.8M |
| 2025-02-28 | $24.3M |
| 2024-11-30 | $25.0M |
| 2024-08-31 | $23.4M |

## More

- [Registrant: WP Trust](https://search.stillhousedata.com/registrant/1645192)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000060197.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.