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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 21 of 29  ·  576 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 280.0 $11K 0.01% +40.0 +16.7% $37.76 +14.3%
402 VMO INVESCO MUN OPPORTUNIT TR Financial Services 1,066.0 $11K 0.01% +103.0 +10.7% $9.87 -2.0%
403 NPK INTERNATIONAL INC 660.0 $11K 0.01% +107.0 +19.4% $15.91
404 VLTO VERALTO CORP Industrials 118.0 $10K 0.01% +3.0 +2.6% $88.68 +12.3%
405 LEA LEAR CORP Consumer Cyclical 78.0 $10K 0.01% +56.0 +254.6% $134.06 -6.3%
406 SMTC SEMTECH CORP Technology 64.0 $10K 0.01% +13.0 +25.5% $161.84 -22.8%
407 COHEN & STEERS LTD DURATION 475.0 $10K 0.01% +63.0 +15.3% $21.16
408 ARES ARES MANAGEMENT CORPORATION Financial Services 90.0 $10K 0.01% +8.0 +9.8% $111.31 +26.9%
409 AROC ARCHROCK INC Energy 246.0 $10K 0.01% +30.0 +13.9% $40.71 -20.6%
410 MC MOELIS & CO Financial Services 153.0 $10K 0.01% +2.0 +1.3% $65.42 +2.6%
411 INDB INDEPENDENT BK CORP MASS Financial Services 119.0 $10K 0.01% +9.0 +8.2% $83.72 -0.0%
412 GNRC GENERAC HLDGS INC Industrials 34.0 $10K 0.01% +1.0 +3.0% $292.82 -29.7%
413 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 170.0 $10K 0.01% +1.0 +0.6% $57.22 +18.7%
414 STAG STAG INDUSTRIAL INC Real Estate 255.0 $10K 0.01% +53.0 +26.2% $38.06 -3.5%
415 TRGP TARGA RES CORP Energy 36.0 $10K 0.01% +3.0 +9.1% $268.14 +12.6%
416 NOVT NOVANTA INC Technology 59.0 $10K 0.01% +30.0 +103.5% $162.24 -10.2%
417 ROP ROPER TECHNOLOGIES INC Industrials 28.0 $9K 0.01% +5.0 +21.7% $338.39 +21.7%
418 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 1,927.0 $9K 0.01% +496.0 +34.7% $4.84 +14.8%
419 AMT AMERICAN TOWER CORP Real Estate 57.0 $9K 0.01% +17.0 +42.5% $163.56 +8.2%
420 ARMK ARAMARK Industrials 158.0 $9K 0.01% +106.0 +203.8% $56.90 +5.0%
Page 21 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%