WPP β€” WPP PLC NEW

Ownership history in Inlet Private Wealth, LLC  Β·  9 quarters on record

AI Ownership Summary

Inlet Private Wealth, LLC reported WPP PLC NEW (WPP) in 9 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.29% in 2024 Q4. The latest visible filing shows WPP at 0.12% 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 Inlet Private Wealth, LLC's position in WPP PLC NEW, 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
2025 Q3

WPP was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2024 Q4

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

Time in book
Holding Window
2024 Q1 to 2025 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.

How Inlet Private Wealth, LLC held WPP β€” position size vs. price
% of Fund (quarterly)    WPP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 22,000 -400 -1.8% 0.12% $551K 2025-10-31 $18.97
2025 Q2 REDUCED 22,400 -5,500 -19.7% 0.19% $784K 2025-08-05 $26.37
2025 Q1 ADDED 27,900 +6,600 +31.0% 0.28% $1.1M 2025-05-07 $36.45
2024 Q4 ADDED 21,300 +3,600 +20.3% 0.29% $1.1M 2025-01-24 $43.19
2024 Q3 ADDED 17,700 +6,150 +53.2% 0.23% $906K 2024-10-16 $47.29
2024 Q2 UNCHANGED 11,550 β€” 0% 0.14% $529K 2024-07-23 $44.73
2024 Q1 ADDED 11,550 +3,750 +48.1% 0.15% $547K 2024-04-25 $44.84
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding WPP

As of 2026 Q1 β€” sorted by position size

BEACON FINANCIAL GROUP 3Y 7Y 0.02%

FAQ About Inlet Private Wealth, LLC and WPP

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

How long has Inlet Private Wealth, LLC reported owning WPP?

Inlet Private Wealth, LLC reported WPP across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported WPP position in Inlet Private Wealth, LLC's portfolio?

The largest reported portfolio weight for WPP was 0.29% in 2024 Q4.

What is the latest reported WPP position on this page?

The most recent filing on this page is 2025 Q3, when Inlet Private Wealth, LLC reported 22,000 shares, equal to 0.12% of portfolio, with an estimated market value of $551K.

What does the chart on this WPP ownership page compare?

The chart compares Inlet Private Wealth, LLC'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.

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