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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 18 of 29  ·  576 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 DEO DIAGEO PLC Consumer Defensive 212.0 $17K 0.01% +56.0 +35.9% $80.38 +15.6%
342 FLEX FLEX LTD Technology 105.0 $17K 0.01% +20.0 +23.5% $162.07 -30.3%
343 URI UNITED RENTALS INC Industrials 15.0 $17K 0.01% +2.0 +15.4% $1132.87 -1.4%
344 BYD BOYD GAMING CORP Consumer Cyclical 191.0 $17K 0.01% +113.0 +144.9% $88.33 -6.4%
345 PLAB PHOTRONICS INC Technology 515.0 $17K 0.01% +402.0 +355.8% $32.53 -5.6%
346 ALGT ALLEGIANT TRAVEL CO Industrials 142.0 $17K 0.01% +76.0 +115.2% $117.60 -33.6%
347 MMM 3M CO Industrials 103.0 $17K 0.01% +11.0 +12.0% $161.91 +11.5%
348 JKHY HENRY JACK & ASSOC INC Technology 119.0 $16K 0.01% +22.0 +22.7% $137.74 +18.4%
349 GLPI GAMING & LEISURE P Real Estate 364.0 $16K 0.01% +232.0 +175.8% $44.53 -3.7%
350 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 223.0 $16K 0.01% +90.0 +67.7% $72.51 +6.3%
351 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 267.0 $16K 0.01% +169.0 +172.4% $60.22 +23.9%
352 DOW DOW HLDGS INC Basic Materials 586.0 $16K 0.01% +21.0 +3.7% $27.36 +16.0%
353 EPR EPR PPTYS Real Estate 274.0 $16K 0.01% +37.0 +15.6% $58.01 +4.5%
354 ULS UL SOLUTIONS INC Industrials 154.0 $16K 0.01% +29.0 +23.2% $101.86 -25.3%
355 PSX PHILLIPS 66 Energy 92.0 $16K 0.01% +10.0 +12.2% $169.05 +43.3%
356 LMAT LEMAITRE VASCULAR INC Healthcare 161.0 $15K 0.01% +33.0 +25.8% $95.96 -12.6%
357 PODD INSULET CORP Healthcare 101.0 $15K 0.01% +98.0 +3266.7% $152.25 -0.5%
358 OC OWENS CORNING NEW Industrials 96.0 $15K 0.01% +38.0 +65.5% $158.96 -4.9%
359 PTA COHEN & STEERS TAX ADVAN PFD Financial Services 788.0 $15K 0.01% +207.0 +35.6% $19.18 -3.1%
360 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 1,758.0 $15K 0.01% +840.0 +91.5% $8.56 -2.7%
Page 18 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%