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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 20 of 29  ·  576 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 OZK BANK OZK LITTLE ROCK ARK Financial Services 246.0 $13K 0.01% +36.0 +17.1% $52.09 -5.3%
382 HST HOST HOTELS & RESORTS INC Real Estate 528.0 $13K 0.01% +135.0 +34.4% $23.71 -2.4%
383 WSO WATSCO INC Industrials 30.0 $13K 0.01% +1.0 +3.5% $416.73 -24.0%
384 DTM DT MIDSTREAM INC Energy 84.0 $12K 0.01% +16.0 +23.5% $146.74 -11.7%
385 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 97.0 $12K 0.01% +19.0 +24.4% $123.29 +8.0%
386 CTAS CINTAS CORP Industrials 70.0 $12K 0.01% +11.0 +18.6% $170.09 +19.3%
387 CWST CASELLA WASTE SYS INC Industrials 122.0 $12K 0.01% +8.0 +7.0% $96.97 -4.3%
388 ANNALY CAPITAL MANAGEMENT IN 529.0 $12K 0.01% +103.0 +24.2% $22.36
389 ABRDN ASIA PACIFIC INCOME FU 801.0 $12K 0.01% +140.0 +21.2% $14.71
390 BC BRUNSWICK CORP Consumer Cyclical 139.0 $12K 0.01% +7.0 +5.3% $84.24 -1.9%
391 MSGE SPHERE ENTERTAINMENT CO Communication Services 67.0 $12K 0.01% +49.0 +272.2% $173.03 -54.3%
392 MYI BLACKROCK MUNIYIELD QUALITY Financial Services 1,041.0 $12K 0.01% +386.0 +58.9% $11.11 -3.7%
393 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 987.0 $11K 0.01% +100.0 +11.3% $11.60 -4.5%
394 TOTALENERGIES SE 146.0 $11K 0.01% +16.0 +12.3% $77.76
395 LNC LINCOLN NATL CORP IND Financial Services 320.0 $11K 0.01% +100.0 +45.5% $35.35 +20.8%
396 RDN RADIAN GROUP INC Financial Services 295.0 $11K 0.01% +44.0 +17.5% $37.67 -2.3%
397 SIRI SIRIUSXM HOLDINGS INC Communication Services 368.0 $11K 0.01% +45.0 +13.9% $29.54 -2.7%
398 ULTA ULTA BEAUTY INC Consumer Cyclical 24.0 $11K 0.01% +1.0 +4.3% $451.00 +14.9%
399 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 146.0 $11K 0.01% +73.0 +100.0% $72.99 +6.5%
400 SRRK SCHOLAR ROCK HLDG CORP Healthcare 193.0 $11K 0.01% +100.0 +107.5% $55.00 +0.5%
Page 20 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%