IPO - WP Trust

Form Type: 485BPOS

Filing Date: 2025-03-27

Corporate Action: Ipo

Type: New

Accession Number: 000141304225000292

Filing Summary: WP Trust has filed a registration statement under the Securities Act of 1933 and the Investment Company Act of 1940, designated as Amendment No. 40. This filing is primarily concerning the WP Large Cap Income Plus Fund and aims to establish a new series of the Trust that will offer shares to the public effective March 28, 2025. The Fund seeks total return through investments in large cap domestic equity securities and will utilize an options strategy to enhance income and reduce volatility. The prospectus outlines the Fund's management, investment strategy, associated risks, and performance data, ensuring that potential investors are informed of both investment opportunities and risks, including market risk, management style risk, and sector-specific risks. The share classes offered include Class A, Class C, and Institutional Class shares, with different fees and expenses detailed for each class.