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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 2 of 29  ·  576 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNJ JOHNSON & JOHNSON Healthcare 2,994.0 $760K 0.45% +108.0 +3.7% $253.97 +6.7%
22 TSLA TESLA INC Consumer Cyclical 1,633.0 $687K 0.40% +202.0 +14.1% $420.60 -19.9%
23 BIV VANGUARD BD INDEX FDS 8,636.0 $662K 0.39% +2K +22.1% $76.70 -1.6%
24 AMD ADVANCED MICRO DEVICES INC Technology 1,092.0 $634K 0.37% +204.0 +23.0% $580.91 -16.6%
25 CSCO CISCO SYS INC Technology 4,812.0 $565K 0.33% +776.0 +19.2% $117.46 -5.0%
26 SPY STATE STR SPDR S&P 500 ETF T Financial Services 741.0 $553K 0.33% +116.0 +18.6% $746.77 +2.8%
27 PLTR PALANTIR TECHNOLOGIES INC Technology 4,285.0 $500K 0.29% +45.0 +1.1% $116.67 +47.0%
28 LLY ELI LILLY & CO Healthcare 404.0 $485K 0.28% +87.0 +27.4% $1199.43 +2.2%
29 INTC INTEL CORP Technology 3,244.0 $453K 0.27% +819.0 +33.8% $139.63 -30.8%
30 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 469.0 $453K 0.27% +435.0 +1279.4% $965.00 -6.4%
31 JPM JPMORGAN CHASE & CO Financial Services 1,329.0 $435K 0.26% +353.0 +36.2% $327.33 +11.0%
32 V VISA INC Financial Services 1,227.0 $421K 0.25% +157.0 +14.7% $343.09 +6.2%
33 SPHY SPDR SERIES TRUST 15,895.0 $373K 0.22% +1K +7.9% $23.44 -0.7%
34 BAC BANK OF AMER CORP Financial Services 6,514.0 $371K 0.22% +795.0 +13.9% $56.98 +12.7%
35 SCHO SCHWAB STRATEGIC TR 14,120.0 $341K 0.20% +5K +56.0% $24.14 -0.1%
36 ACWV ISHARES INC 2,816.0 $339K 0.20% +20.0 +0.7% $120.23 +4.8%
37 CVX CHEVRON CORPORATION Energy 2,015.0 $334K 0.20% +399.0 +24.7% $165.76 +24.1%
38 ASML ASML HLDG NV Technology 164.0 $326K 0.19% +20.0 +13.9% $1989.44 -9.4%
39 BNDX VANGUARD CHARLOTTE FDS 6,504.0 $315K 0.18% +1K +29.4% $48.43 -1.7%
40 C CITIGROUP INC Financial Services 2,202.0 $308K 0.18% +527.0 +31.5% $139.96 -1.7%
Page 2 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%