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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 19 of 29  ·  576 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 USFD US FOODS HLDG CORP Consumer Defensive 147.0 $15K 0.01% +32.0 +27.8% $102.25 +5.2%
362 PEO ADAM NAT RES FD INC Financial Services 599.0 $15K 0.01% +146.0 +32.2% $24.72 +14.3%
363 THC TENET HEALTHCARE CORP Healthcare 79.0 $15K 0.01% +12.0 +17.9% $187.08 +43.5%
364 PNC PNC FINL SVCS GROUP INC Financial Services 60.0 $15K 0.01% +52.0 +650.0% $246.22 +0.1%
365 EMR EMERSON ELEC CO Industrials 103.0 $15K 0.01% +21.0 +25.6% $143.15 +10.1%
366 DVN DEVON ENERGY CORP NEW Energy 348.0 $14K 0.01% +132.0 +61.1% $41.32 +16.6%
367 YOU CLEAR SECURE INC Technology 255.0 $14K 0.01% +10.0 +4.1% $55.73 -20.5%
368 SBUX STARBUCKS CORP Consumer Cyclical 139.0 $14K 0.01% +8.0 +6.1% $102.19 +2.7%
369 AGCO AGCO CORP Industrials 118.0 $14K 0.01% +16.0 +15.7% $119.70 -16.9%
370 SCCO SOUTHERN COPPER CORP Basic Materials 81.0 $14K 0.01% +75.0 +1250.0% $174.26 +11.7%
371 MMS MAXIMUS INC Industrials 258.0 $14K 0.01% +191.0 +285.1% $53.76 +8.6%
372 NUE NUCOR CORP Basic Materials 62.0 $14K 0.01% +4.0 +6.9% $222.76 +11.7%
373 VRSK VERISK ANALYTICS INC Industrials 76.0 $14K 0.01% +9.0 +13.4% $179.53 +3.9%
374 PRIM PRIMORIS SVCS CORP Industrials 137.0 $14K 0.01% +73.0 +114.1% $99.12 -19.4%
375 CCJ CAMECO CORP Energy 133.0 $14K 0.01% +13.0 +10.8% $101.86 -3.8%
376 EQH EQUITABLE HLDGS INC Financial Services 305.0 $13K 0.01% +39.0 +14.7% $43.88 +13.9%
377 FFIN FIRST FINL BANKSHARES INC Financial Services 385.0 $13K 0.01% +141.0 +57.8% $34.60 -1.4%
378 SNA SNAP ON INC Industrials 33.0 $13K 0.01% +6.0 +22.2% $402.39 -2.1%
379 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 107.0 $13K 0.01% +10.0 +10.3% $122.58 +26.4%
380 NATWEST GROUP PLC 728.0 $13K 0.01% +182.0 +33.3% $17.63
Page 19 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%