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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 5 of 29  ·  576 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHP SCHWAB STRATEGIC TR 5,719.0 $152K 0.09% +176.0 +3.2% $26.50 -2.1%
82 BMY BRISTOL-MYERS SQUIBB CO Healthcare 2,626.0 $151K 0.09% +787.0 +42.8% $57.62 +14.6%
83 AXON AXON ENTERPRISE INC Industrials 269.0 $151K 0.09% +140.0 +108.5% $560.61 +10.6%
84 GS GOLDMAN SACHS GROUP INC Financial Services 149.0 $151K 0.09% +22.0 +17.3% $1011.37 +2.9%
85 LOW LOWES COS INC Consumer Cyclical 682.0 $150K 0.09% +60.0 +9.7% $220.64 -2.3%
86 BK BANK OF NY MELLON CORP Financial Services 1,003.0 $145K 0.09% +86.0 +9.4% $144.61 -0.6%
87 CHRW C H ROBINSON WORLDWIDE IN Industrials 769.0 $145K 0.09% +49.0 +6.8% $188.34 -23.2%
88 LRCX LAM RESEARCH CORP Technology 330.0 $143K 0.08% +54.0 +19.6% $433.33 -24.3%
89 FEGE RBB FUND TRUST 2,911.0 $142K 0.08% +570.0 +24.4% $48.92 +5.6%
90 CB CHUBB LIMITED Financial Services 415.0 $141K 0.08% +104.0 +33.4% $340.74 +1.3%
91 VTR VENTAS INC Real Estate 1,582.0 $140K 0.08% +1K +882.6% $88.80 +2.7%
92 MO ALTRIA GROUP INC Consumer Defensive 1,924.0 $138K 0.08% +261.0 +15.7% $71.95 -9.4%
93 TMO THERMO FISHER SCIENTIFIC INC Healthcare 272.0 $136K 0.08% +74.0 +37.4% $501.36 +17.5%
94 LPLA LPL FINL HLDGS INC Financial Services 480.0 $135K 0.08% +3.0 +0.6% $281.68 +30.9%
95 CRWV COREWEAVE INC Technology 1,348.0 $134K 0.08% +189.0 +16.3% $99.54 -6.4%
96 VRT VERTIV HOLDINGS CO Industrials 398.0 $133K 0.08% +131.0 +49.1% $334.82 -18.6%
97 FISV FISERV INC Technology 2,715.0 $133K 0.08% +3K +10000.0% $49.05 +5.4%
98 VRTX VERTEX PHARMACEUTICALS INC Healthcare 268.0 $133K 0.08% +16.0 +6.3% $496.73 +6.3%
99 DUK DUKE ENERGY CORP NEW Utilities 1,046.0 $132K 0.08% +235.0 +29.0% $126.58 -2.0%
100 MBB ISHARES TR 1,377.0 $130K 0.08% +35.0 +2.6% $94.52 -1.5%
Page 5 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%