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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 4 of 29  ·  576 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 APH AMPHENOL CORP Technology 1,178.0 $208K 0.12% +208.0 +21.4% $176.32 -9.5%
62 MS MORGAN STANLEY Financial Services 946.0 $198K 0.12% +188.0 +24.8% $209.04 +4.1%
63 WELL WELLTOWER INC Real Estate 871.0 $198K 0.12% +37.0 +4.4% $226.97 +3.7%
64 AMAT APPLIED MATLS INC Technology 271.0 $196K 0.12% +39.0 +16.8% $723.00 -28.9%
65 TJX TJX COS INC NEW Consumer Cyclical 1,216.0 $184K 0.11% +201.0 +19.8% $151.50 -0.4%
66 PAAA PGIM ETF TR 3,473.0 $178K 0.10% +61.0 +1.8% $51.27 +0.3%
67 KO COCA COLA CO Consumer Defensive 2,182.0 $177K 0.10% +509.0 +30.4% $81.27 +9.3%
68 HD HOME DEPOT INC Consumer Cyclical 500.0 $176K 0.10% +128.0 +34.4% $352.68 -4.3%
69 VZ VERIZON COMMUNICATIONS INC Communication Services 4,134.0 $175K 0.10% +504.0 +13.9% $42.34 +14.6%
70 UNH UNITEDHEALTH GROUP INC Healthcare 412.0 $171K 0.10% +90.0 +27.9% $415.63 -5.2%
71 EMLC VANECK ETF TRUST 6,606.0 $169K 0.10% +396.0 +6.4% $25.56 +0.1%
72 NLR VANECK ETF TRUST 1,436.0 $167K 0.10% +613.0 +74.5% $115.98 -1.3%
73 NVS NOVARTIS AG Healthcare 1,053.0 $165K 0.10% +150.0 +16.6% $156.72 -1.4%
74 EOG EOG RES INC Energy 1,266.0 $164K 0.10% +473.0 +59.6% $129.73 +14.6%
75 PEP PEPSICO INC Consumer Defensive 1,191.0 $161K 0.10% +274.0 +29.9% $135.40 +3.5%
76 ICICI BANK LIMITED 5,455.0 $158K 0.09% +52.0 +1.0% $29.03
77 TXN TEXAS INSTRS INC Technology 523.0 $156K 0.09% +52.0 +11.0% $298.07 -8.7%
78 RDDT REDDIT INC Communication Services 898.0 $156K 0.09% +200.0 +28.6% $173.58 -8.8%
79 ADI ANALOG DEVICES INC Technology 386.0 $153K 0.09% +53.0 +15.9% $397.17 -5.2%
80 ANET ARISTA NETWORKS INC Technology 898.0 $153K 0.09% +249.0 +38.4% $169.88 +13.7%
Page 4 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%