Atria Investments, Inc WPP — WPP PLC NEW ADR

Ownership history in Atria Investments, Inc  ·  16 quarters on record

AI Ownership Summary

Atria Investments, Inc reported WPP PLC NEW ADR (WPP) in 16 quarterly 13F filings from 2026 Q1 through 2026 Q3. The latest visible filing shows WPP at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WPP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atria Investments, Inc's position in WPP PLC NEW ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

WPP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WPP stock page Atria Investments, Inc fund profile Atria Investments, Inc full holdings
How Atria Investments, Inc held WPP — position size vs. price
% of Fund (quarterly)    WPP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 13,847 +2,532 +22.4% 0.00% $342K 2026-10-15 $27.16
2026 Q2 ADDED — — — 11,315 +112 +1.0% 0.00% $175K 2026-07-28 $20.88
2026 Q1 ADDED — — — 11,203 +8,690 +345.8% 0.00% $174K 2026-05-05 $17.76
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WPP

As of 2026 Q3 — sorted by position size

Legacy Wealth Asset Management, LLC 3Y 0.11% Investors Research Corp 3Y 7Y 0.04% Cape Investment Advisory, Inc. 0.0% GAMMA Investing LLC 0.0% Farther Finance Advisors, LLC 3Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About Atria Investments, Inc and WPP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atria Investments, Inc reported owning WPP?

Atria Investments, Inc reported WPP across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported WPP position in Atria Investments, Inc's portfolio?

The largest reported portfolio weight for WPP was 0.00% in 2026 Q3.

What is the latest reported WPP position on this page?

The most recent filing on this page is 2026 Q3, when Atria Investments, Inc reported 13,847 shares, equal to 0.00% of portfolio, with an estimated market value of $342K.

What does the chart on this WPP ownership page compare?

The chart compares Atria Investments, Inc's quarterly WPP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Atria Investments, Inc time their WPP position?

Based on 13F filing dates vs. subsequent WPP price moves, Atria Investments, Inc correctly timed 12 out of 15 reported position changes (80%). The annualised alpha on WPP relative to SPY over the holding period was +198.8%.

← Back to Atria Investments, Inc Holdings