What smart money is saying about WPP
WPP.L
No fund has written a full thesis on WPP in our archive, but 2 fund letters report a position in it — most recently Malborough Marlborough Special Situations in September 2026.
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2
Reported positions
1
Bought
0
Sold
2
Letters
Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in WPP — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions · 1 move
- September 2026
“WPP (+28%), the communication services business, and recent addition to the fund, rose after interim results suggested the management’s turnaround plan is progressing, as revenue and profit fell less than consensus expectations.”
WPP - HoldsJupiter UK Dynamic Equity FundJune 2026
“AI risk bucket Readers will know this Fund holds a small group of stocks whose prevailing narrative is AI risk. Interestingly, several were strong this quarter: Pearson (+38bps), MONY Group (+34 bps) and YouGov (+20bps) moved strongly after statements reiterating guidance and supportive strategy updates. GB Group and WPP remained in the doldrums (unfairly, we think) despite showing progress.”
WPP
Read the letters behind these WPP positions
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