WP Trust

WP Trust (CIK 1645192) is an SEC-registered fund company with 5 reporting fund series and $76.8M in net assets as of 2026-05-31.

Registrant

Fund series (5)

SeriesNet assets
IPS Strategic Capital Absolute Return Fund$43.2M
WP Large Cap Income Plus Fund$26.3M
WP Smaller Companies Income Plus Fund$3.3M
WP International Companies Income Plus Fund$2.4M
WP Income Plus Fund$1.5M

Largest reported holdings (across all series)

HoldingValue
Options Clearing Corp.$39.6M
EA Series Trust - Alpha Architect 1-3 Month Box ETF$2.6M
Money Market Obligations Trust$1.3M
SPDR S&P 500 ETF Trust$756

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