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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 8 of 29  ·  576 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GWW WW GRAINGER INC Industrials 59.0 $80K 0.05% +4.0 +7.3% $1360.41 -3.4%
142 SYK STRYKER CORPORATION Healthcare 254.0 $80K 0.05% +119.0 +88.2% $314.84 +5.3%
143 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 980.0 $80K 0.05% +360.0 +58.1% $81.51 +7.8%
144 SWK STANLEY BLACK & DECKER INC Industrials 847.0 $80K 0.05% +778.0 +1127.5% $94.12 +4.5%
145 ROKU ROKU INC Communication Services 565.0 $78K 0.05% +4.0 +0.7% $138.14 +14.2%
146 AVT AVNET INC Technology 864.0 $77K 0.04% +107.0 +14.1% $88.82 +5.2%
147 CMCSA COMCAST CORP NEW Communication Services 3,123.0 $77K 0.04% +258.0 +9.0% $24.55 +6.7%
148 PGR PROGRESSIVE CORP Financial Services 348.0 $76K 0.04% +46.0 +15.2% $218.45 -5.1%
149 NVO NOVO-NORDISK A S Healthcare 1,585.0 $76K 0.04% +1K +280.1% $47.94 -4.7%
150 PLD PROLOGIS INC. Real Estate 555.0 $75K 0.04% +70.0 +14.4% $135.47 +3.4%
151 VYMI VANGUARD WHITEHALL FDS 754.0 $74K 0.04% +24.0 +3.3% $98.20 +5.9%
152 AXP AMERICAN EXPRESS CO Financial Services 215.0 $73K 0.04% +5.0 +2.4% $338.25 +0.1%
153 UNP UNION PAC CORP Industrials 266.0 $72K 0.04% +116.0 +77.3% $272.00 +9.8%
154 GD GENERAL DYNAMICS CORP Industrials 202.0 $72K 0.04% +48.0 +31.2% $354.24 +11.1%
155 VTIP VANGUARD MALVERN FDS 1,405.0 $71K 0.04% +557.0 +65.7% $50.23 -0.9%
156 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 213.0 $70K 0.04% +2.0 +0.9% $330.46 -0.8%
157 MTB M & T BK CORP Financial Services 293.0 $70K 0.04% +6.0 +2.1% $238.01 +5.7%
158 PWR QUANTA SVCS INC Industrials 95.0 $68K 0.04% +1.0 +1.1% $720.04 -3.3%
159 NEE NEXTERA ENERGY INC Utilities 776.0 $68K 0.04% +87.0 +12.6% $87.77 -1.8%
160 FANG DIAMONDBACK ENERGY INC Energy 387.0 $68K 0.04% +116.0 +42.8% $175.78 +19.5%
Page 8 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%