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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 6 of 29  ·  576 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BSX BOSTON SCIENTIFIC CORP Healthcare 3,026.0 $129K 0.08% +1K +57.9% $42.68 +18.3%
102 JCI JOHNSON CONTROLS INTERNATION Industrials 879.0 $128K 0.07% +209.0 +31.2% $146.11 +2.4%
103 MCO MOODYS CORP Financial Services 283.0 $128K 0.07% +18.0 +6.8% $452.92 +7.3%
104 CENCORA INC 448.0 $127K 0.07% +31.0 +7.4% $282.98
105 STT STATE STR CORP Financial Services 730.0 $124K 0.07% +105.0 +16.8% $169.60 +13.1%
106 OAKM HARRIS OAKMARK ETF TRUST 4,248.0 $120K 0.07% +2K +129.6% $28.17 +10.0%
107 TMUS T-MOBILE US INC Communication Services 706.0 $118K 0.07% +232.0 +49.0% $167.73 +9.0%
108 DDOG DATADOG INC Technology 451.0 $117K 0.07% +3.0 +0.7% $260.36 -5.5%
109 UNM UNUM GROUP Financial Services 1,301.0 $116K 0.07% +145.0 +12.5% $89.40 +0.4%
110 SNX TD SYNNEX CORPORATION Technology 435.0 $116K 0.07% +41.0 +10.4% $267.34 -2.8%
111 HEICO CORP NEW 448.0 $116K 0.07% +10.0 +2.3% $257.91
112 TRV TRAVELERS COMPANIES INC Financial Services 347.0 $115K 0.07% +46.0 +15.3% $330.12 +11.5%
113 MCD MCDONALDS CORP Consumer Cyclical 420.0 $114K 0.07% +105.0 +33.3% $270.31 -1.2%
114 EXEL EXELIXIS INC Healthcare 2,066.0 $112K 0.07% +222.0 +12.0% $54.41 -2.4%
115 NTRA NATERA INC Healthcare 412.0 $112K 0.07% +6.0 +1.5% $271.45 +14.8%
116 GILD GILEAD SCIENCES INC Healthcare 871.0 $110K 0.07% +30.0 +3.6% $126.34 +13.5%
117 USIG ISHARES TR 2,109.0 $108K 0.06% +34.0 +1.6% $51.29 -2.2%
118 VOYG VOYAGER TECHNOLOGIES INC Industrials 3,289.0 $106K 0.06% +61.0 +1.9% $32.25 +31.0%
119 QCOM QUALCOMM INC Technology 572.0 $106K 0.06% +98.0 +20.7% $184.79 -13.3%
120 RGA REINSURANCE GROUP AMER INC Financial Services 476.0 $101K 0.06% +33.0 +7.5% $212.65 +14.9%
Page 6 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%