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WP Large Cap Income Plus Fund - WP Trust

Shareclass
WP Large Cap Income Plus Fund Institutional Class Shares (WPLCX)
Type
Open-end mutual fund
Manager
WP Trust
Filing
NPORT filing 30 Nov 2025
Fossil fuel exposure of 10.55% places the fund in the F tier, between 9% and 100% exposure.

Methodology
F
$2.62 MILLION
in fossil fuel investments
4
fossil fuel stocks found
11%
of assets flagged
Portfolio data as of 11/30/25
Investments in major fossil fuel companies
Berkshire Hathaway Inc
Macroclimate 50Top 50 coal-fired power
$1.03 MILLION
Exxon Mobil Corp
Carbon Underground 200Top 200 carbon reserves
$996,912
Chevron Corp
Carbon Underground 200Top 200 carbon reserves
$302,260
Occidental Petroleum Corp
Carbon Underground 200Top 200 carbon reserves
$294,000
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
3
holdings
$1.59M
invested
6.42%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
2
holdings
$1.32M
invested
5.32%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
4
holdings
$2.62M
invested
11%
of portfolio
Utility sector
Top 50 coal-fired utilities
Top 50 coal-fired utilities
Macroclimate 50
1
holdings
$1.03M
invested
4.14%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
1
holdings
$1.03M
invested
4.14%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
4 holdings
4 holdings
  • 1. Berkshire Hathaway Inc
    Coal industryOil/gas industryMacroclimate 50Fossil-fired utility
    $1.03M
    4.14%
  • 2. Exxon Mobil Corp
    Carbon Underground 200Oil/gas industry
    $996,912
    4.01%
  • 3. Chevron Corp
    Carbon Underground 200Oil/gas industry
    $302,260
    1.22%
  • 4. Occidental Petroleum Corp
    Carbon Underground 200Coal industryOil/gas industry
    $294,000
    1.18%



Invest Your Values
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
WP Large Cap Income Plus Fund - WP Trust WPLCX

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