WP Large Cap Income Plus Fund Institutional Class
WPLCX
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- WP Large Cap Income Plus Fund Institutional Class (WPLCX) is an open-end equity mutual fund that seeks total return through a combination of capital appreciation and income generation. The fund invests at least 80% of its total assets in large cap domestic equity securities and exchange-traded funds (ETFs) that primarily invest in such securities; it employs an options overlay strategy, including the sale of put and call options on equity indexes and ETFs, to produce premium income and enhance return stability. Classified in the large value category by Morningstar, the fund targets undervalued large capitalization U.S. companies with a focus on income-producing strategies suitable for institutional investors. WP Large Cap Income Plus Fund operates as a series of WP Trust, an open-end investment company domiciled in the United States with administrative operations addressed at 129 NW 13th Street, Suite D-26, Boca Raton, Florida 33432; the fund was launched on October 10, 2013, and is managed by Winning Points Advisors, LLC, an SEC-registered investment advisory firm based in Boca Raton. No major acquisitions, partnerships, funding rounds, new product launches, or strategic reorganizations involving the fund or WP Trust have been publicly reported in the last 1-2 years as of late 2025. The fund maintains a portfolio turnover rate of approximately 1.51% and serves investors seeking exposure to the financial services and asset management sector, particularly within domestic stock funds emphasizing large value equities.