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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 28 of 29  ·  576 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 ROK ROCKWELL AUTOMATION INC Industrials 5.0 $2K 0.00% +1.0 +25.0% $495.00 -12.2%
542 HCI HCI GROUP INC Financial Services 14.0 $2K 0.00% +3.0 +27.3% $175.29 +5.7%
543 HBAN HUNTINGTON BANCSHARES INC Financial Services 135.0 $2K 0.00% +76.0 +128.8% $17.73 -1.9%
544 ROG ROGERS CORP Technology 14.0 $2K 0.00% +4.0 +40.0% $163.71 -18.6%
545 SFL SFL CORPORATION LTD Industrials 217.0 $2K 0.00% +47.0 +27.6% $10.20 +23.5%
546 PTEN PATTERSON-UTI ENERGY INC Energy 240.0 $2K 0.00% +108.0 +81.8% $9.18 +31.7%
547 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 77.0 $2K 0.00% +57.0 +285.0% $27.92 -13.9%
548 PCF HIGH INCOME SECS FD Financial Services 392.0 $2K 0.00% +8.0 +2.1% $5.47 -1.5%
549 WAL WESTERN ALLIANCE BANCORP Financial Services 26.0 $2K 0.00% +6.0 +30.0% $82.19 -2.1%
550 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 8.0 $2K 0.00% +3.0 +60.0% $261.38 +28.1%
551 UFPI UFP INDUSTRIES INC Basic Materials 23.0 $2K 0.00% +3.0 +15.0% $90.74 -0.7%
552 IX ORIX CORP Financial Services 54.0 $2K 0.00% +31.0 +134.8% $38.04 -0.7%
553 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 28.0 $2K 0.00% +7.0 +33.3% $70.89 +3.9%
554 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 37.0 $2K 0.00% +26.0 +236.4% $52.16 +0.6%
555 OPCH OPTION CARE HEALTH INC Healthcare 89.0 $2K 0.00% +8.0 +9.9% $20.97 +12.7%
556 TPB TURNING PT BRANDS INC Consumer Defensive 22.0 $2K 0.00% +13.0 +144.4% $84.82 +3.4%
557 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 112.0 $2K 0.00% +36.0 +47.4% $16.53 +23.5%
558 RLI RLI CORP Financial Services 31.0 $2K 0.00% +10.0 +47.6% $59.06 +9.0%
559 XPRO EXPRO GROUP HOLDINGS NV Energy 123.0 $2K 0.00% +14.0 +12.8% $14.77 +28.8%
560 WHD CACTUS INC Energy 34.0 $2K 0.00% +8.0 +30.8% $51.24 +43.8%
Page 28 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%