WPP WPP plc American Depositary Shares
About WPP plc American Depositary Shares Company overview from Wikipedia
WPP plc is a British multinational communications, advertising, public relations, technology, and commerce holding company headquartered in London, England. It is the world's largest advertising company, as of 2023. WPP plc owns many companies, which include advertising, public relations, media, and market research networks such as AKQA, Burson, Hogarth, Landor, Ogilvy, VML, and WPP Media. It is one of the "Big Three" agency companies, alongside Publicis and Omnicom. WPP has a primary listing on the London Stock Exchange, and is a constituent of the FTSE 250 Index.
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WPP plc is a British multinational communications, advertising, public relations, technology, and commerce holding company headquartered in London, England. It is the world's largest advertising company, as of 2023. WPP plc owns many companies, which include advertising, public relations, media, and market research networks such as AKQA, Burson, Hogarth, Landor, Ogilvy, VML, and WPP Media (EssenceMediacom, Mindshare, Wavemaker, choreograph and more). It is one of the "Big Three" agency companies, alongside Publicis and Omnicom. WPP has a primary listing on the London Stock Exchange, and is a constituent of the FTSE 250 Index.
History
The company was founded as Wire and Plastic Products plc to manufacture wire shopping baskets in 1971. In 1985 Martin Sorrell and Preston Rabl, searching for a listed company through which to build a worldwide marketing services company, bought a controlling stake.
In 1986, WPP became the parent company of Picquotware, a manufacturer of teapots and jugs, based in Northampton. In November 1987 a fire destroyed the Northampton factory, so production was restarted at Burntwood in Staffordshire. On 25 November 2004 WPP closed the Burntwood factory, and stopped manufacturing Picquotware; all assets were sold on 14 December 2004.
In the 1980s, WPP began its strategy of growth via acquisitions. In later years, WPP regularly acquired dozens of companies annually. In January 1987, the company acquired Scott Stern Associates, at the time Scotland's largest design and advertising company. In the same year (1987), the company acquired J. Walter Thompson (including JWT, Hill & Knowlton, and MRB Group) for $566m. The company was listed on the NASDAQ in 1988 (and later switched its secondary listing to the NYSE). In 1989, it acquired Ogilvy Group for $864m.
In 1989, WPP sold the JWT Tokyo office building to help pay for its J. Walter Thompson acquisition. Before purchasing the company, Martin Sorrell had reportedly identified that JWT owned its Tokyo office, rather than leasing it, and it was undervalued in the company's accounts. The building was sold two years after the acquisition and at the peak of the Japanese property market for a record $205 million, offsetting more than a third of the $566m company acquisition cost.
WPP's acquisitions continued into the 1990s, when WPP bought firms in the healthcare advertising, digital marketing, online shopping, digital media, data management, retail and corporate consultancy, and sports marketing industries. This included the 1999 acquisition of Lambie-Nairn. In 1998, WPP formed an alliance with Asatsu-DK Inc. of Japan.
In May 2000, WPP agreed to acquire the United States–based Young & Rubicam Group for $5.7 billion, in what was at the time the largest ever takeover in the advertising sector. The takeover made WPP the largest advertising company in the world measured by billings and revenue, overtaking Omnicom Group and Interpublic.
In the 2000s, WPP Digital was created to develop the group's digital capabilities. In October 2008, WPP acquired market research firm Taylor Nelson Sofres for £1.6 billion. In 2009, WPP reduced its workforce by around 14,000 employees, or 12.3% of its then total staff numbers, due to the Great Recession.
In June 2012, WPP agreed to acquire the digital advertising agency AKQA for US$540 million. In November 2015, WPP agreed to acquire a majority stake in Essence, a global digital agency.
In November 2016, WPP announced it will be acquiring PEP, LLC, a project management and procurement company that oversees shopper marketing promotions for clients, in the US.
Many of WPP's constituent agencies use Microsoft Windows, and the organisation was among those hit by the 2017 cyberattacks on Ukraine, with some staff's computer access limited to webmail only as much as ten days later.
WPP merged Burson-Marsteller with Cohn & Wolfe to become BCW (Burson Cohn & Wolfe) in February 2018.
In April 2018, Martin Sorrell retired after 33 years, following allegations of personal misconduct and misuse of company assets. Sorrell has denied the allegations. Chairman Roberto Quarta was temporarily named executive chairman. In September 2018, Mark Read, who was the global CEO of Wunderman, was named CEO.
In the late 2010s, the advertising industry faced significant challenges. Changes in the industry landscape included financial pressure on global clients, in particular fast-moving consumer goods clients, companies taking work in-house, the ability to directly advertise on tech platforms, and competition with consultancies. While WPP had previously outperformed other companies in the industry, its growth slowed starting in 2017 and its market value dropped in 2018. Critics said WPP needed to become "nimbler" and "leaner". At the time, many WPP agencies operated mostly independently and competed for accounts. In late 2018, Read said the company had grown "unwieldy with too much duplication". He instituted a plan to reposition WPP as a "creative transformation company" and make its offer simpler. Read emphasized the importance of technology and also merged several WPP agencies: J. Walter Thompson merged with Wunderman to create Wunderman Thompson and Y&R merged with VML to create VMLY&R. Within Read's first year as CEO, he trimmed WPP by selling more than 30 subsidiaries, including a majority stake in Kantar. By selling a majority stake of Kantar to Bain Capital, WPP is believed to have generated $3.1 billion to help pay down debt. Read also sold the original Wire and Plastic Products company that Sorrell had purchased to create his business empire.
The sale of 60% of the shares in Kantar was completed in December 2019. $1.9bn was used to reduce WPP's debt, and $1.2bn was returned to shareholders.
In July 2022, WPP acquired Corebiz, a Latin American ecommerce agency, for an undisclosed amount.
In July 2024, WPP announced the appointment of former BT Group chief Philip Jansen as its chairman succeeding Roberto Quarta. Jansen took over from Quarta as chairman in September 2024.
In December 2024, WPP sold its stake in FGS Global to Kohlberg Kravis Roberts for $767 million.
On 9 June 2025, the company announced Mark Read would step down as chief executive at the end of 2025 once his replacement has been appointed. On 10 July, WPP announced the appointment of Cindy Rose as its new chief executive, who assumed the role on 1 September 2025.
Operations
WPP is a large holding company involved in communications, advertising, public relations, and other businesses. It is considered the world's biggest advertising agency group. WPP focuses on communications, experience, commerce, and technology. Headquartered in London, England, WPP has approximately 130,000 employees throughout its portfolio of businesses across more than 100 countries, as of 2018.
WPP's notable advertising agency company holdings include Grey, Ogilvy, VMLY&R, and Wunderman Thompson. The XM Gravity Indonesia subsidiary company was founded in 2008.
WPP's digital company holdings include AKQA. WPP's public relations and public affairs company holdings include Hill+Knowlton Strategies, BCW (Burson Cohn & Wolfe), and Ogilvy. WPP's media investment management company holdings include GroupM, Mindshare, Wavemaker and Essence. WPP's research insight and consulting companies include Kantar. Hogarth Worldwide is a WPP-owned production company.
WPP's shopper marketing promotions company is PEP, LLC (formerly Promotion Execution Partners). WPP-owned brand consultancies include Superunion (a combination of Brand Union, Lambie-Nairn, and three other brand consulting businesses) and Landor.
Controversies
Cillit Bang viral marketing controversy
In 2005 advertising agency Cohn & Wolfe (later merged into WPP) was contracted by Reckitt to operate a blog as the fictional character Barry Scott, advertising mascot for Reckitt's cleaning fluid Cillit Bang, as a viral marketing platform. In October of that year blogger Tom Coates wrote an emotional post to his own blog about his long-estranged father. Among the expressions of condolences and sympathy in the post's comment section was one from a user identifying themselves as Barry Scott, with a link back to Cohn & Wolfe's in-character blog as Barry Scott. Offended by the apparent use of his blog comments on such a personal post as a spam advertising venue, Coates traced the comment's originating IP address through addresses owned by Young & Rubicam and back to Reckitt. Reckitt initially denied responsibility for the message, but wrote Coates an apology acknowledging the message's inappropriateness, and Cohn & Wolfe issued a statement of remorse for their misuse of the "experimental" blog which they then ceased operating.
The controversy and its fallout led to further discussions among the blogger community as well as the advertising industry on the ethical issues surrounding blogs being "operated" by fictional characters for the purposes of advertising without being clearly labeled as such, and the extent to which those blogs should be allowed to participate in the greater blogosphere.
2012 shareholder revolt on executive remuneration
With a number of shareholder revolts over executive pay having already happened at other public companies' AGMs earlier in the year, the media coverage of Martin Sorrell's intended £12.93m compensation package drew increasing public attention in 2012. The result was a 59.52% shareholder vote to reject the resolution.
Taxation
It has been reported that WPP goes to great lengths to lower its own corporate tax bill. The Guardian reported that between 2003 and 2009 the company paid £27m in UK corporation tax, compared to what the newspaper "might expect" based on reports of the firm making 15% of its profit in the UK, of around £126m.
Television audience measurement
In 2012, the Indian broadcasting NDTV filed a lawsuit against Television Audience Measurement (TAM), a joint venture of the former competitors Nielsen and Kantar Media Research which for years has provided the only TV audience measurement system in India. The lawsuit alleged that viewership data were manipulated in favor of broadcasters willing to provide bribes. WPP Plc was listed among the defendants as the holding group of Kantar and IMRB.
The lawsuit was dismissed in its entirety on 4 March 2013.
Work for fossil fuel companies
WPP handles the accounts of many major oil companies. Asked by Reuters to disclose their client list, WPP refused to do so. WPP has defended its work for fossil fuel companies. Lawsuits have alleged that four of WPP's advertisement campaigns for fossil fuel companies have been misleading or entailed greenwashing.
Violating the law in Vietnam
WPP has been fined on three occasions by the Vietnamese Ministry of Information and Communications for advertising products on YouTube and Facebook in a manner which breached Vietnam's strict laws on cross-border advertising. The legislation is designed to combat offensive material which is intended to damage the Communist Party of Vietnam and the Government of Vietnam. WPP had committed various advertising violations, including inserting advertisements into intervals in the Chinese drama series Flight to You which depicted the disputed U-shaped line.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
WPP Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
WPP Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Financial Health Debt, liquidity, solvency — balance sheet strength
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount |
|---|---|
| June 5, 2026 | $0.5080 |
| Oct. 10, 2025 | $0.5030 |
| June 6, 2025 | $1.5380 |
| Oct. 11, 2024 | $0.9540 |
| June 7, 2024 | $1.5400 |
| Oct. 12, 2023 | $0.9540 |
| June 8, 2023 | $1.4660 |
| Oct. 13, 2022 | $0.9050 |
| June 9, 2022 | $1.2500 |
| Oct. 14, 2021 | $0.8710 |
| June 10, 2021 | $0.9780 |
| Oct. 8, 2020 | $0.6590 |
| June 11, 2020 | $2.4010 |
| Oct. 3, 2019 | $1.3680 |
| June 13, 2019 | $2.4750 |
| Oct. 4, 2018 | $1.4590 |
| June 14, 2018 | $2.5660 |
| Oct. 5, 2017 | $1.4530 |
| June 7, 2017 | $2.2770 |
| Oct. 5, 2016 | $1.2900 |
WPP Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
- Strong Buy 0 0.0%
- Buy 4 16.0%
- Hold 11 44.0%
- Sell 7 28.0%
- Strong Sell 3 12.0%
12-Month Price Target
3 analysts · 2026-08-16Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $0.15 | $0.13 | 0.02% |
| Dec. 31, 2025 | $0.44 | $0.40 | 0.04% |
| June 30, 2025 | $0.20 | $0.16 | 0.04% |
| Dec. 31, 2024 | $0.57 | $0.61 | -0.03% |
| June 30, 2024 | $0.31 | $0.30 | 0.01% |
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Institutional owners (13F) 150 filers · $358.7M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 38 (+12 vs prior Q) | 24 (-11 vs prior Q) | 37 (-4 vs prior Q) | 43 (+1 vs prior Q) | -521K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $258,317,560 | 16,676,408 | 72.01% | Shares |
| BRANDES INVESTMENT PARTNERS, LP | $16,571,358 | 1,069,789 | 4.62% | Shares |
| Capricorn Fund Managers Ltd | $10,471,240 | 676,000 | 2.92% | Shares |
| BOOTHBAY FUND MANAGEMENT, LLC | $6,970,500 | 450,000 | 1.94% | Shares |
| D. E. Shaw & Co., Inc. | $6,307,776 | 407,216 | 1.76% | Shares |
| Connor, Clark & Lunn Investment Management Ltd. | $5,996,628 | 387,129 | 1.67% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $5,770,366 | 372,522 | 1.61% | Shares |
| ABC ARBITRAGE SA | $4,508,767 | 291,076 | 1.26% | Shares |
| MILLENNIUM MANAGEMENT LLC | $3,088,272 | 199,372 | 0.86% | Shares |
| JANE STREET GROUP, LLC | $2,913,948 | 188,118 | 0.81% | Shares |
| OLD MISSION CAPITAL LLC | $2,406,170 | 155,337 | 0.67% | Shares |
| XTX Topco Ltd | $1,904,650 | 122,960 | 0.53% | Shares |
| BlackRock, Inc. | $1,715,370 | 110,740 | 0.48% | Shares |
| Optiver Holding B.V. | $1,700,678 | 109,792 | 0.47% | Shares |
| ROYAL BANK OF CANADA | $1,699,000 | 109,681 | 0.47% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $1,682,005 | 108,586 | 0.47% | Shares |
| Range Financial Group LLC | $1,537,073 | 99,230 | 0.43% | Shares |
| Transmarket Holdings LP | $1,495,498 | 96,546 | 0.42% | Shares |
| AMERIPRISE FINANCIAL INC | $1,134,179 | 73,124 | 0.32% | Shares |
| LMR Partners LLP | $1,084,300 | 70,000 | 0.30% | Shares |
| DV EQUITIES, LLC | $1,046,799 | 67,579 | 0.29% | Shares |
| STIFEL FINANCIAL CORP | $999,760 | 64,542 | 0.28% | Shares |
| CITADEL ADVISORS LLC | $947,291 | 61,155 | 0.26% | Shares |
| UBS Group AG | $899,458 | 58,067 | 0.25% | Shares |
| Mariner, LLC | $827,995 | 53,453 | 0.23% | Shares |
| MORGAN STANLEY | $747,830 | 48,278 | 0.21% | Shares |
| QUADRANT CAPITAL GROUP LLC | $695,362 | 44,891 | 0.19% | Shares |
| WELLS FARGO & COMPANY/MN | $694,153 | 44,813 | 0.19% | Shares |
| CITADEL ADVISORS LLC | $658,325 | 42,500 | 0.18% | Put option |
| LPL Financial LLC | $585,032 | 37,768 | 0.16% | Shares |
| BAROMETER CAPITAL MANAGEMENT INC. | $571,581 | 36,900 | 0.16% | Shares |
| Trexquant Investment LP | $548,919 | 35,437 | 0.15% | Shares |
| Balyasny Asset Management L.P. | $525,281 | 33,911 | 0.15% | Shares |
| ASSETMARK, INC | $489,869 | 31,625 | 0.14% | Shares |
| Graham Capital Management, L.P. | $474,861 | 30,656 | 0.13% | Shares |
| Point72 Asset Management, L.P. | $458,566 | 29,604 | 0.13% | Shares |
| SIMPLEX TRADING, LLC | $434,107 | 28,025 | 0.12% | Shares |
| Farringdon Capital, Ltd. | $433,705 | 27,999 | 0.12% | Shares |
| Squarepoint Ops LLC | $402,755 | 26,001 | 0.11% | Shares |
| Engineers Gate Manager LP | $400,680 | 25,867 | 0.11% | Shares |
| Nuveen, LLC | $392,651 | 25,349 | 0.11% | Shares |
| Vanguard Personalized Indexing Management, LLC | $379,257 | 24,484 | 0.11% | Shares |
| JANE STREET GROUP, LLC | $365,564 | 23,600 | 0.10% | Call option |
| GOLDMAN SACHS GROUP INC | $356,347 | 23,005 | 0.10% | Shares |
| NORTHERN TRUST CORP | $348,788 | 22,517 | 0.10% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $312,898 | 20,200 | 0.09% | Put option |
| Callan Family Office, LLC | $298,907 | 19,297 | 0.08% | Shares |
| GROUP ONE TRADING LLC | $295,270 | 19,062 | 0.08% | Shares |
| IMC-Chicago, LLC | $295,038 | 19,047 | 0.08% | Shares |
| Legacy Wealth Asset Management, LLC | $294,124 | 18,988 | 0.08% | Shares |
| OPPENHEIMER ASSET MANAGEMENT INC. | $276,884 | 17,875 | 0.08% | Shares |
| Skopos Labs, Inc. | $256,757 | 16,512 | 0.07% | Shares |
| BANK OF AMERICA CORP /DE/ | $253,246 | 16,349 | 0.07% | Shares |
| Carolina Wealth Advisors, LLC | $239,274 | 15,447 | 0.07% | Shares |
| MERITAGE PORTFOLIO MANAGEMENT | $238,413 | 10,615 | 0.07% | Shares |
| Sanctuary Advisors, LLC | $229,843 | 14,838 | 0.06% | Shares |
| EVERGREEN CAPITAL MANAGEMENT LLC | $224,877 | 14,343 | 0.06% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $216,860 | 14,000 | 0.06% | Call option |
| LANARK FINANCIAL, INC. | $212,956 | 13,748 | 0.06% | Shares |
| JANE STREET GROUP, LLC | $212,213 | 13,700 | 0.06% | Put option |
| HighTower Advisors, LLC | $204,456 | 13,199 | 0.06% | Shares |
| Mezzasalma Advisors, LLC | $200,611 | 12,951 | 0.06% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $190,573 | 12,303 | 0.05% | Shares |
| BEACON FINANCIAL GROUP | $184,397 | 11,904 | 0.05% | Shares |
| QRG CAPITAL MANAGEMENT, INC. | $175,645 | 11,339 | 0.05% | Shares |
| Atria Investments, Inc | $175,269 | 11,315 | 0.05% | Shares |
| FOX RUN MANAGEMENT, L.L.C. | $171,134 | 11,048 | 0.05% | Shares |
| Cetera Investment Advisers | $167,377 | 10,806 | 0.05% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $135,006 | 8,716 | 0.04% | Shares |
| Investors Research Corp | $132,719 | 8,535 | 0.04% | Shares |
| US BANCORP \DE\ | $105,440 | 6,807 | 0.03% | Shares |
| Russell Investments Group, Ltd. | $103,025 | 6,651 | 0.03% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $84,247 | 5,439 | 0.02% | Shares |
| Tower Research Capital LLC (TRC) | $82,670 | 5,337 | 0.02% | Shares |
| MARSHALL WACE, LLP | $66,607 | 4,300 | 0.02% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $66,311 | 4,111 | 0.02% | Shares |
| FMR LLC | $64,671 | 4,175 | 0.02% | Shares |
| Creative Planning | $48,313 | 3,119 | 0.01% | Shares |
| Steward Partners Investment Advisory, LLC | $42,168 | 2,722 | 0.01% | Shares |
| Mondrian Investment Partners LTD | $36,458 | 2,354 | 0.01% | Shares |
| SIGNATUREFD, LLC | $34,473 | 2,226 | 0.01% | Shares |
| Lindbrook Capital, LLC | $31,469 | 829 | 0.01% | Shares |
| Arax Advisory Partners | $31,384 | 2,026 | 0.01% | Shares |
| SEI INVESTMENTS CO | $30,630 | 1,977 | 0.01% | Shares |
| Farther Finance Advisors, LLC | $27,526 | 1,755 | 0.01% | Shares |
| OSAIC HOLDINGS, INC. | $25,757 | 1,659 | 0.01% | Shares |
| NATIONAL BANK OF CANADA /FI/ | $25,387 | 1,640 | 0.01% | Shares |
| Allworth Financial LP | $22,807 | 1,472 | 0.01% | Shares |
| GAMMA Investing LLC | $20,788 | 1,342 | 0.01% | Shares |
| ROTHSCHILD INVESTMENT LLC | $16,017 | 1,034 | 0.00% | Shares |
| CVA Family Office, LLC | $15,490 | 1,000 | 0.00% | Shares |
| SBI Securities Co., Ltd. | $12,129 | 783 | 0.00% | Shares |
| NewEdge Advisors, LLC | $11,697 | 755 | 0.00% | Shares |
| Blue Trust, Inc. | $11,292 | 729 | 0.00% | Shares |
| PARADIGM ASSET MANAGEMENT CO LLC | $11,199 | 723 | 0.00% | Shares |
| HARBOUR INVESTMENTS, INC. | $9,981 | 644 | 0.00% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $9,066 | 583 | 0.00% | Shares |
| RHUMBLINE ADVISERS | $9,014 | 582 | 0.00% | Shares |
| ZB,N.A. | $8,635 | 168 | 0.00% | Shares |
| Integrated Wealth Concepts LLC | $8,225 | 531 | 0.00% | Shares |
Company insiders 3 insiders · 2 officers · 3 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Cindy H Rose | Chief Executive Officer | June 15, 2026 M | 300,294 | 0 | 0 | $0 |
| Rosemary Joanne Wilson | Chief Financial Officer | May 8, 2026 A | — | 0 | 0 | $0 |
| Hans Peter Henrik Agnefjall | Director | May 21, 2026 P | 75,000 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 5 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| WPP L UXEMBOURG G AMMA T HREE S.À R.L., WPP PLC ×4 filings | Feb. 1, 2016 | — | Initial filing | M&A / sale | SEC |
| Undisclosed reporting person, Undisclosed reporting person | March 3, 2005 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person | Feb. 28, 2005 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person | Dec. 28, 2004 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person | Sept. 21, 2004 | — | Initial filing | M&A / sale | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF ownership Held by 25 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| EWUS · iShares Trust | 1.16% | 94,157 SH | Aug. 8, 2026 | Daily |
| IEUS · iShares Trust | 0.35% | 121,609 SH | Aug. 8, 2026 | Daily |
| SCZ · iShares Trust | 0.15% | 3,901,487 SH | Aug. 8, 2026 | Daily |
| IXP · iShares Trust | 0.14% | 154,779 SH | Aug. 8, 2026 | Daily |
| VSS · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.09% | 4,050,678 SH | Aug. 8, 2026 | Daily |
| PXF · Invesco Exchange-Traded Fund Trust … | 0.08% | 420,641 SH | Aug. 8, 2026 | Daily |
| ISCF · iShares Trust | 0.06% | 75,266 SH | Aug. 8, 2026 | Daily |
| WSML · iShares Trust | 0.05% | 64,900 SH | Aug. 8, 2026 | Daily |
| IEV · iShares Trust | 0.04% | 120,540 SH | Aug. 8, 2026 | Daily |
| IEUR · iShares Trust | 0.03% | 584,189 SH | Aug. 8, 2026 | Daily |
| APIE · Trust for Professional Managers | 0.03% | 16,223 NS | May 31, 2026 | N-PORT |
| IEFA · iShares Trust | 0.02% | 7,693,048 SH | Aug. 8, 2026 | Daily |
| VGK · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.02% | 2,601,665 SH | Aug. 8, 2026 | Daily |
| IDEV · iShares Trust | 0.02% | 1,077,260 SH | Aug. 8, 2026 | Daily |
| DFIS · Dimensional ETF Trust | 0.02% | 52,640 NS | April 30, 2026 | N-PORT |
| INTF · iShares Trust | 0.02% | 106,949 SH | Aug. 8, 2026 | Daily |
| IXUS · iShares Trust | 0.01% | 1,282,287 SH | Aug. 8, 2026 | Daily |
| DFAX · Dimensional ETF Trust | 0.01% | 69,270 NS | April 30, 2026 | N-PORT |
| VXUS · VANGUARD STAR FUNDS | 0.01% | 15,835,758 SH | Aug. 8, 2026 | Daily |
| VEA · VANGUARD TAX-MANAGED FUNDS | 0.01% | 10,522,584 SH | Aug. 8, 2026 | Daily |
| VSGX · VANGUARD WORLD FUND | 0.01% | 213,632 SH | Aug. 8, 2026 | Daily |
| DISV · Dimensional ETF Trust | 0.01% | 22,424 NS | April 30, 2026 | N-PORT |
| DFIC · Dimensional ETF Trust | 0.01% | 37,553 NS | April 30, 2026 | N-PORT |
| AVSD · AMERICAN CENTURY ETF TRUST | 0.00% | 71 NS | May 31, 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 895,009 SH | Aug. 8, 2026 | Daily |