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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 7 of 29  ·  576 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PG PROCTER & GAMBLE CO Consumer Defensive 683.0 $100K 0.06% +204.0 +42.6% $146.64 -2.2%
122 NYT NEW YORK TIMES CO MTN BE Communication Services 1,430.0 $100K 0.06% +96.0 +7.2% $69.98 -7.0%
123 ABBV ABBVIE INC Healthcare 395.0 $99K 0.06% +75.0 +23.4% $251.64 +2.9%
124 UPS UNITED PARCEL SVCS INC Industrials 915.0 $98K 0.06% +284.0 +45.0% $107.50 -5.2%
125 MPC MARATHON PETE CORP Energy 380.0 $97K 0.06% +9.0 +2.4% $255.67 +43.2%
126 CRM SALESFORCE INC Technology 610.0 $96K 0.06% +367.0 +151.0% $156.66 +25.2%
127 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 384.0 $93K 0.05% +44.0 +12.9% $240.97 +5.0%
128 COP CONOCOPHILLIPS Energy 867.0 $90K 0.05% +111.0 +14.7% $103.96 +24.8%
129 ARGX ARGENX SE Healthcare 95.0 $88K 0.05% +9.0 +10.5% $927.77 +7.0%
130 WFC WELLS FARGO & CO Financial Services 1,059.0 $88K 0.05% +174.0 +19.7% $82.64 +5.8%
131 ARW ARROW ELECTRS INC Technology 403.0 $86K 0.05% +13.0 +3.3% $213.41 +0.0%
132 HWM HOWMET AEROSPACE INC Industrials 314.0 $84K 0.05% +7.0 +2.3% $268.86 +8.8%
133 BWA BORGWARNER INC Consumer Cyclical 1,267.0 $84K 0.05% +97.0 +8.3% $66.40 +2.3%
134 PH PARKER-HANNIFIN CORP Industrials 86.0 $84K 0.05% +11.0 +14.7% $978.12 +6.5%
135 NFG NATIONAL FUEL GAS CO Energy 1,080.0 $83K 0.05% +76.0 +7.6% $77.21 +8.0%
136 WM WASTE MGMT INC DEL Industrials 371.0 $83K 0.05% +102.0 +37.9% $222.88 +0.3%
137 AMGN AMGEN INC Healthcare 228.0 $83K 0.05% +7.0 +3.2% $362.12 +17.4%
138 MSTR STRATEGY INC Technology 949.0 $82K 0.05% +345.0 +57.1% $86.93 +6.4%
139 NRG NRG ENERGY INC Utilities 560.0 $82K 0.05% +163.0 +41.1% $146.06 -20.9%
140 PFE PFIZER INC Healthcare 3,354.0 $81K 0.05% +530.0 +18.8% $24.08 +13.2%
Page 7 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%