WPP WPP plc American Depositary Shares

NYSE · Media
$26,57
Cena · Sie 19, 2026

O WPP plc American Depositary Shares Przegląd firmy z Wikipedii

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.

Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗

Wikidata ↗

WPP Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy

Cena
$26.57
Kapitalizacja Rynkowa
P/E (TTM)
EPS (TTM)
Przychody (TTM)
Stopa dywidendy
ROE
D/E Dług/Kapitał
Zakres 52 tyg.
$15 – $28

WPP Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok

Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS

Przychody i Zysk Netto
EPS
Wolny przepływ pieniężny
Marże

Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?

Wskaźnik
Trend 5-letni
WPP
Mediana porównawcza

Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC

Wskaźnik
Trend 5-letni
WPP
Mediana porównawcza

Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu

Wskaźnik
Trend 5-letni
WPP
Mediana porównawcza

Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni

Wskaźnik
Trend 5-letni
WPP
Mediana porównawcza

Wskaźniki na akcję EPS, wartość księgowa na akcję, przepływy pieniężne na akcję, dywidenda na akcję

Wskaźnik
Trend 5-letni
WPP
Mediana porównawcza

Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności

Wskaźnik
Trend 5-letni
WPP
Mediana porównawcza

Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR

Stopa Dywidendy
Wskaźnik Wypłaty Dywidendy
CAGR dywidendy 5-letni
Data ex-dywidendyKwota
5 czerwca 2026$0,5080
10 października 2025$0,5030
6 czerwca 2025$1,5380
11 października 2024$0,9540
7 czerwca 2024$1,5400
12 października 2023$0,9540
8 czerwca 2023$1,4660
13 października 2022$0,9050
9 czerwca 2022$1,2500
14 października 2021$0,8710
10 czerwca 2021$0,9780
8 października 2020$0,6590
11 czerwca 2020$2,4010
3 października 2019$1,3680
13 czerwca 2019$2,4750
4 października 2018$1,4590
14 czerwca 2018$2,5660
5 października 2017$1,4530
7 czerwca 2017$2,2770
5 października 2016$1,2900

WPP Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu

TRZYMAJ 25 analityków
  • Mocne kupno 0 0,0%
  • Kup 4 16,0%
  • Trzymaj 11 44,0%
  • Sprzedaj 7 28,0%
  • Mocna sprzedaż 3 12,0%

12-miesięczny cel cenowy

3 analityków · 2026-08-16
Średni cel $20.79 -21,7%
Średnia cel $20.80 -21,7%

Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników

Średnie zaskoczenie
0.02%
Okres EPS Actual EPS Szacowany Niespodzianka
30 czerwca 2026 $0.15 $0.13 0.02%
31 grudnia 2025 $0.44 $0.40 0.04%
30 czerwca 2025 $0.20 $0.16 0.04%
31 grudnia 2024 $0.57 $0.61 -0.03%
30 czerwca 2024 $0.31 $0.30 0.01%

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Właściciele instytucjonalni (13F) 150 emitentów · $358.7M łącznie · Na dzień 30 czerwca 2026

Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.

Aktywność instytucjonalna — Q2 2026 vs poprzedni kwartał
Nowe pozycje Zamknięte pozycje Zwiększone Zmniejszony Zmiana liczby akcji netto
38 (+12 vs poprzedni kw.) 24 (-11 vs poprzedni kw.) 37 (-4 vs poprzedni kw.) 43 (+1 vs poprzedni kw.) -521K

Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.

Instytucja Wartość Akcje % z śledzonych 13F Typ
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $258 317 560 16 676 408 72,01% Akcje
BRANDES INVESTMENT PARTNERS, LP $16 571 358 1 069 789 4,62% Akcje
Capricorn Fund Managers Ltd $10 471 240 676 000 2,92% Akcje
BOOTHBAY FUND MANAGEMENT, LLC $6 970 500 450 000 1,94% Akcje
D. E. Shaw & Co., Inc. $6 307 776 407 216 1,76% Akcje
Connor, Clark & Lunn Investment Management Ltd. $5 996 628 387 129 1,67% Akcje
DIMENSIONAL FUND ADVISORS LP $5 770 366 372 522 1,61% Akcje
ABC ARBITRAGE SA $4 508 767 291 076 1,26% Akcje
MILLENNIUM MANAGEMENT LLC $3 088 272 199 372 0,86% Akcje
JANE STREET GROUP, LLC $2 913 948 188 118 0,81% Akcje
OLD MISSION CAPITAL LLC $2 406 170 155 337 0,67% Akcje
XTX Topco Ltd $1 904 650 122 960 0,53% Akcje
BlackRock, Inc. $1 715 370 110 740 0,48% Akcje
Optiver Holding B.V. $1 700 678 109 792 0,47% Akcje
ROYAL BANK OF CANADA $1 699 000 109 681 0,47% Akcje
ENVESTNET ASSET MANAGEMENT INC $1 682 005 108 586 0,47% Akcje
Range Financial Group LLC $1 537 073 99 230 0,43% Akcje
Transmarket Holdings LP $1 495 498 96 546 0,42% Akcje
AMERIPRISE FINANCIAL INC $1 134 179 73 124 0,32% Akcje
LMR Partners LLP $1 084 300 70 000 0,30% Akcje
DV EQUITIES, LLC $1 046 799 67 579 0,29% Akcje
STIFEL FINANCIAL CORP $999 760 64 542 0,28% Akcje
CITADEL ADVISORS LLC $947 291 61 155 0,26% Akcje
UBS Group AG $899 458 58 067 0,25% Akcje
Mariner, LLC $827 995 53 453 0,23% Akcje
MORGAN STANLEY $747 830 48 278 0,21% Akcje
QUADRANT CAPITAL GROUP LLC $695 362 44 891 0,19% Akcje
WELLS FARGO & COMPANY/MN $694 153 44 813 0,19% Akcje
CITADEL ADVISORS LLC $658 325 42 500 0,18% Opcja sprzedaży
LPL Financial LLC $585 032 37 768 0,16% Akcje
BAROMETER CAPITAL MANAGEMENT INC. $571 581 36 900 0,16% Akcje
Trexquant Investment LP $548 919 35 437 0,15% Akcje
Balyasny Asset Management L.P. $525 281 33 911 0,15% Akcje
ASSETMARK, INC $489 869 31 625 0,14% Akcje
Graham Capital Management, L.P. $474 861 30 656 0,13% Akcje
Point72 Asset Management, L.P. $458 566 29 604 0,13% Akcje
SIMPLEX TRADING, LLC $434 107 28 025 0,12% Akcje
Farringdon Capital, Ltd. $433 705 27 999 0,12% Akcje
Squarepoint Ops LLC $402 755 26 001 0,11% Akcje
Engineers Gate Manager LP $400 680 25 867 0,11% Akcje
Nuveen, LLC $392 651 25 349 0,11% Akcje
Vanguard Personalized Indexing Management, LLC $379 257 24 484 0,11% Akcje
JANE STREET GROUP, LLC $365 564 23 600 0,10% Opcja kupna
GOLDMAN SACHS GROUP INC $356 347 23 005 0,10% Akcje
NORTHERN TRUST CORP $348 788 22 517 0,10% Akcje
SUSQUEHANNA INTERNATIONAL GROUP, LLP $312 898 20 200 0,09% Opcja sprzedaży
Callan Family Office, LLC $298 907 19 297 0,08% Akcje
GROUP ONE TRADING LLC $295 270 19 062 0,08% Akcje
IMC-Chicago, LLC $295 038 19 047 0,08% Akcje
Legacy Wealth Asset Management, LLC $294 124 18 988 0,08% Akcje
OPPENHEIMER ASSET MANAGEMENT INC. $276 884 17 875 0,08% Akcje
Skopos Labs, Inc. $256 757 16 512 0,07% Akcje
BANK OF AMERICA CORP /DE/ $253 246 16 349 0,07% Akcje
Carolina Wealth Advisors, LLC $239 274 15 447 0,07% Akcje
MERITAGE PORTFOLIO MANAGEMENT $238 413 10 615 0,07% Akcje
Sanctuary Advisors, LLC $229 843 14 838 0,06% Akcje
EVERGREEN CAPITAL MANAGEMENT LLC $224 877 14 343 0,06% Akcje
SUSQUEHANNA INTERNATIONAL GROUP, LLP $216 860 14 000 0,06% Opcja kupna
LANARK FINANCIAL, INC. $212 956 13 748 0,06% Akcje
JANE STREET GROUP, LLC $212 213 13 700 0,06% Opcja sprzedaży
HighTower Advisors, LLC $204 456 13 199 0,06% Akcje
Mezzasalma Advisors, LLC $200 611 12 951 0,06% Akcje
SUSQUEHANNA INTERNATIONAL GROUP, LLP $190 573 12 303 0,05% Akcje
BEACON FINANCIAL GROUP $184 397 11 904 0,05% Akcje
QRG CAPITAL MANAGEMENT, INC. $175 645 11 339 0,05% Akcje
Atria Investments, Inc $175 269 11 315 0,05% Akcje
FOX RUN MANAGEMENT, L.L.C. $171 134 11 048 0,05% Akcje
Cetera Investment Advisers $167 377 10 806 0,05% Akcje
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $135 006 8 716 0,04% Akcje
Investors Research Corp $132 719 8 535 0,04% Akcje
US BANCORP \DE\ $105 440 6 807 0,03% Akcje
Russell Investments Group, Ltd. $103 025 6 651 0,03% Akcje
MERCER GLOBAL ADVISORS INC /ADV $84 247 5 439 0,02% Akcje
Tower Research Capital LLC (TRC) $82 670 5 337 0,02% Akcje
MARSHALL WACE, LLP $66 607 4 300 0,02% Akcje
JONES FINANCIAL COMPANIES LLLP $66 311 4 111 0,02% Akcje
FMR LLC $64 671 4 175 0,02% Akcje
Creative Planning $48 313 3 119 0,01% Akcje
Steward Partners Investment Advisory, LLC $42 168 2 722 0,01% Akcje
Mondrian Investment Partners LTD $36 458 2 354 0,01% Akcje
SIGNATUREFD, LLC $34 473 2 226 0,01% Akcje
Lindbrook Capital, LLC $31 469 829 0,01% Akcje
Arax Advisory Partners $31 384 2 026 0,01% Akcje
SEI INVESTMENTS CO $30 630 1 977 0,01% Akcje
Farther Finance Advisors, LLC $27 526 1 755 0,01% Akcje
OSAIC HOLDINGS, INC. $25 757 1 659 0,01% Akcje
NATIONAL BANK OF CANADA /FI/ $25 387 1 640 0,01% Akcje
Allworth Financial LP $22 807 1 472 0,01% Akcje
GAMMA Investing LLC $20 788 1 342 0,01% Akcje
ROTHSCHILD INVESTMENT LLC $16 017 1 034 0,00% Akcje
CVA Family Office, LLC $15 490 1 000 0,00% Akcje
SBI Securities Co., Ltd. $12 129 783 0,00% Akcje
NewEdge Advisors, LLC $11 697 755 0,00% Akcje
Blue Trust, Inc. $11 292 729 0,00% Akcje
PARADIGM ASSET MANAGEMENT CO LLC $11 199 723 0,00% Akcje
HARBOUR INVESTMENTS, INC. $9 981 644 0,00% Akcje
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $9 066 583 0,00% Akcje
RHUMBLINE ADVISERS $9 014 582 0,00% Akcje
ZB,N.A. $8 635 168 0,00% Akcje
Integrated Wealth Concepts LLC $8 225 531 0,00% Akcje

Insiderzy spółki 3 insiderów · 2 dyrektorzy generalni · 3 dyrektorzy

Insider Rola Ostatnia aktywność Posiadane akcje Kupna 12m Sprzedaże 12m Netto 12m
Cindy H Rose Chief Executive Officer 15 czerwca 2026 M 300 294 0 0 $0
Rosemary Joanne Wilson Chief Financial Officer 8 maja 2026 A 0 0 $0
Hans Peter Henrik Agnefjall Dyrektor 21 maja 2026 P 75 000 0 0 $0

Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S

Aktywiści i właściciele 5%+ 5 akcji

Inwestorzy, którzy złożyli SEC Schedule 13D — posiadanie beneficjentów powyżej 5% z zamiarem wpływania na emitenta (udziały aktywistów, kampanie zarządu, M&A). Każdy wiersz pokazuje najnowszy znany stan pozycji tego zgłaszającego.

Zgłaszający Złożono Udział Status Cel Zgłoszenie
WPP L UXEMBOURG G AMMA T HREE S.À R.L., WPP PLC ×4 zgłoszenia 1 lutego 2016 Pierwotne zgłoszenie M&A / sprzedaż SEC
Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca 3 marca 2005 Pierwotne zgłoszenie SEC
Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca 28 lutego 2005 Pierwotne zgłoszenie SEC
Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca 28 grudnia 2004 Pierwotne zgłoszenie SEC
Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca 21 września 2004 Pierwotne zgłoszenie M&A / sprzedaż 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.

Posiadanie ETF-ów Posiadane przez 25 funduszy ETF

Waga odzwierciedla wyłącznie bezpośrednie udziały kapitałowe (N-PORT); fundusze oparte na dźwigni lub instrumentach pochodnych mogą posiadać dodatkowe ekspozycje na swapy, które nie są pokazane.

Fundusz Waga Jednostki Na dzień Źródło
EWUS · iShares Trust 1,16% 94 157 SH 8 sierpnia 2026 Dziennie
IEUS · iShares Trust 0,35% 121 609 SH 8 sierpnia 2026 Dziennie
SCZ · iShares Trust 0,15% 3 901 487 SH 8 sierpnia 2026 Dziennie
IXP · iShares Trust 0,14% 154 779 SH 8 sierpnia 2026 Dziennie
VSS · VANGUARD INTERNATIONAL EQUITY INDEX… 0,09% 4 050 678 SH 8 sierpnia 2026 Dziennie
PXF · Invesco Exchange-Traded Fund Trust … 0,08% 420 641 SH 8 sierpnia 2026 Dziennie
ISCF · iShares Trust 0,06% 75 266 SH 8 sierpnia 2026 Dziennie
WSML · iShares Trust 0,05% 64 900 SH 8 sierpnia 2026 Dziennie
IEV · iShares Trust 0,04% 120 540 SH 8 sierpnia 2026 Dziennie
IEUR · iShares Trust 0,03% 584 189 SH 8 sierpnia 2026 Dziennie
APIE · Trust for Professional Managers 0,03% 16 223 NS 31 maja 2026 N-PORT
IEFA · iShares Trust 0,02% 7 693 048 SH 8 sierpnia 2026 Dziennie
VGK · VANGUARD INTERNATIONAL EQUITY INDEX… 0,02% 2 601 665 SH 8 sierpnia 2026 Dziennie
IDEV · iShares Trust 0,02% 1 077 260 SH 8 sierpnia 2026 Dziennie
DFIS · Dimensional ETF Trust 0,02% 52 640 NS 30 kwietnia 2026 N-PORT
INTF · iShares Trust 0,02% 106 949 SH 8 sierpnia 2026 Dziennie
IXUS · iShares Trust 0,01% 1 282 287 SH 8 sierpnia 2026 Dziennie
DFAX · Dimensional ETF Trust 0,01% 69 270 NS 30 kwietnia 2026 N-PORT
VXUS · VANGUARD STAR FUNDS 0,01% 15 835 758 SH 8 sierpnia 2026 Dziennie
VEA · VANGUARD TAX-MANAGED FUNDS 0,01% 10 522 584 SH 8 sierpnia 2026 Dziennie
VSGX · VANGUARD WORLD FUND 0,01% 213 632 SH 8 sierpnia 2026 Dziennie
DISV · Dimensional ETF Trust 0,01% 22 424 NS 30 kwietnia 2026 N-PORT
DFIC · Dimensional ETF Trust 0,01% 37 553 NS 30 kwietnia 2026 N-PORT
AVSD · AMERICAN CENTURY ETF TRUST 0,00% 71 NS 31 maja 2026 N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,00% 895 009 SH 8 sierpnia 2026 Dziennie