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Portfolio (Quarterly) Guide ↗

WPG Advisers, LLC

· CIK 0002067343
13F Portfolio $170M AUM 1,549 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 117 New 576 Added 292 Reduced 44 Exited
Page 13 of 29  ·  576 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VGT VANGUARD WORLD FD 290.0 $35K 0.02% +252.0 +663.2% $119.52 +0.2%
242 NET CLOUDFLARE INC Technology 140.0 $34K 0.02% +5.0 +3.7% $245.28 +22.9%
243 IQVIA HLDGS INC 177.0 $34K 0.02% +169.0 +2112.5% $193.22
244 NEU NEWMARKET CORP Basic Materials 43.0 $34K 0.02% +4.0 +10.3% $791.23 +19.7%
245 VMC VULCAN MATLS CO Basic Materials 115.0 $34K 0.02% +1.0 +0.9% $295.01 -7.9%
246 ADBE ADOBE INC Technology 165.0 $34K 0.02% +15.0 +10.0% $205.02 +28.3%
247 TT TRANE TECHNOLOGIES PLC Industrials 68.0 $33K 0.02% +23.0 +51.1% $491.16 -5.7%
248 DOC HEALTHPEAK PROPERTIES INC Real Estate 1,556.0 $33K 0.02% +117.0 +8.1% $21.40 -4.5%
249 ENSG ENSIGN GROUP INC Healthcare 206.0 $33K 0.02% +17.0 +9.0% $160.30 +13.8%
250 BX BLACKSTONE INC Financial Services 279.0 $33K 0.02% +11.0 +4.1% $117.67 +19.5%
251 UGI UGI CORP NEW Utilities 945.0 $33K 0.02% +123.0 +15.0% $34.54 +11.2%
252 BKNG BOOKING HOLDINGS INC Consumer Cyclical 182.0 $32K 0.02% +176.0 +2933.3% $178.24 +16.8%
253 CVNA CARVANA CO Consumer Cyclical 488.0 $32K 0.02% +386.0 +378.4% $65.82 -1.2%
254 MP MP MATERIALS CORP Basic Materials 564.0 $32K 0.02% +408.0 +261.5% $56.01 +1.2%
255 BURL BURLINGTON STORES INC Consumer Cyclical 99.0 $31K 0.02% +1.0 +1.0% $316.80 +6.4%
256 WEC WEC ENERGY GROUP INC Utilities 266.0 $31K 0.02% +47.0 +21.5% $116.77 -4.9%
257 TWLO TWILIO INC Communication Services 150.0 $31K 0.02% +81.0 +117.4% $206.33 +12.5%
258 ING ING GROEP N.V. Financial Services 983.0 $31K 0.02% +262.0 +36.3% $31.38 +13.1%
259 INGR INGREDION INC Consumer Defensive 325.0 $31K 0.02% +51.0 +18.6% $94.71 +11.3%
260 EXC EXELON CORP Utilities 659.0 $31K 0.02% +235.0 +55.4% $46.62 -2.8%
Page 13 of 29  ·  576 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.3%
Financial Services 29.9%
Consumer Cyclical 8.3%
Healthcare 7.7%
Communication Services 7.1%
Industrials 6.9%
Consumer Defensive 2.9%
Energy 2.2%
Utilities 1.8%
Basic Materials 1.5%