Ownership history in WP Advisors, LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which WP Advisors, LLC reported a position in VISA INC (V). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π WP Advisors, LLC underperformed the S&P 500 by β2.9% annually on this V position. Timing score: 64% (7/11 decisions correct). Average cost basis: $337.24. Maximum drawdown during holding period: β5.8%.
β οΈ Trailed SPY by 2.9% ann. on this position.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
7 of 11 add/trim decisions correct
Best entry: $220.40 (2023 Q1) Β· Worst: $353.00 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 5 trims. Bought during 1 of 3 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.21% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size