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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 29 of 29  ·  576 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 NSA NATIONAL STORAGE AFFILIATES Real Estate 39.0 $2K 0.00% +11.0 +39.3% $44.46 -2.4%
562 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 55.0 $2K 0.00% +2.0 +3.8% $30.18 -1.7%
563 NTGR NETGEAR INC Technology 70.0 $2K 0.00% +14.0 +25.0% $23.36 -5.1%
564 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 27.0 $1K 0.00% +23.0 +575.0% $52.67 +27.6%
565 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 12.0 $1K 0.00% +1.0 +9.1% $111.75 -6.3%
566 EXPAND ENERGY CORPORATION 14.0 $1K 0.00% +1.0 +7.7% $91.21
567 STWD STARWOOD PPTY TR INC Real Estate 75.0 $1K 0.00% +1.0 +1.4% $16.39 +0.8%
568 BDC BELDEN INC Technology 10.0 $1K 0.00% +2.0 +25.0% $119.90 +8.2%
569 HLNE HAMILTON LANE INC Financial Services 14.0 $1K 0.00% +13.0 +1300.0% $78.86 +31.3%
570 DXC DXC TECHNOLOGY CO Technology 114.0 $1K 0.00% +1.0 +0.9% $8.85 +21.9%
571 OI O-I GLASS INC Consumer Cyclical 101.0 $973.0 0.00% +1.0 +1.0% $9.63 -33.2%
572 PSF COHEN & STEERS SELECT PFD & Financial Services 48.0 $966.0 0.00% +1.0 +2.1% $20.12 -4.0%
573 BCAX BICARA THERAPEUTICS INC Healthcare 30.0 $891.0 0.00% +2.0 +7.1% $29.70 -13.0%
574 SHOO MADDEN STEVEN LTD Consumer Cyclical 21.0 $884.0 0.00% +3.0 +16.7% $42.10 +11.9%
575 IOSP INNOSPEC INC Basic Materials 8.0 $651.0 +3.0 +60.0% $81.38 +16.0%
576 VOR VOR BIOPHARMA INC Healthcare 22.0 $405.0 +1.0 +4.8% $18.41 +29.9%
Page 29 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%