As of the latest SEC filings, WEPCO ENVIRONMENTAL TRUST FINA (WEPCO) is held by 6 institutional funds. The largest fund shareholder is FPA New Income Fund (FPNIX), holding an estimated $7,055,658.60 in market value, representing 0.06% of its portfolio.
Funds holding WEPCO ENVIRONMENTAL TRUST FINA (WEPCO)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- WEPCO
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
FPNIX
FPA New Income Fund
|
MF | Independent / Boutique | 0.06% | $7,055,658.60 | 7,851,363 | Mar 31, 2026 | May 28, 2026 |
|
UIINX
Victory Income Fund
|
MF | Independent / Boutique | 0.15% | $5,368,836.59 | 5,971,627 | Apr 30, 2026 | Jun 25, 2026 |
|
URGSX
Victory Government Securities Fund
|
MF | Independent / Boutique | 0.23% | $2,722,876.51 | 2,985,814 | Feb 28, 2026 | Apr 24, 2026 |
|
UITB
VictoryShares Core Intermediate Bond ETF
|
ETF | Independent / Boutique | 0.03% | $889,974.78 | 995,271 | Mar 31, 2026 | May 28, 2026 |
|
FPFIX
FPA Flexible Fixed Income Fund
|
MF | Independent / Boutique | 0.03% | $680,343.65 | 757,070 | Mar 31, 2026 | May 22, 2026 |
|
MSTBX
Morningstar Defensive Bond Fund
|
MF | Independent / Boutique | 0.06% | $59,867.47 | 66,351 | Apr 30, 2026 | Jun 26, 2026 |
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