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Portfolio (Quarterly) Guide ↗

WPG Advisers, LLC

· CIK 0002067343
13F Portfolio $136M AUM 1,476 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 70 New 313 Added 663 Reduced 71 Exited
Page 2 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 VRNS VARONIS SYS INC Technology 150 $5K 0.00% SOLD
22 COMERICA INC 43 $4K 0.00% SOLD
23 XP XP INC Financial Services 180 $3K 0.00% SOLD
24 INDI INDIE SEMICONDUCTOR INC Technology 801 $3K 0.00% SOLD
25 QIAGEN NV 61 $3K 0.00% SOLD
26 EXACT SCIENCES CORP 27 $3K 0.00% SOLD
27 RVT ROYCE SMALL CAP TRUST INC Financial Services 164 $3K 0.00% SOLD
28 CONFLUENT INC 86 $3K 0.00% SOLD
29 VVR INVESCO SR INCOME TR Financial Services 756 $2K 0.00% SOLD
30 BLACKROCK MUNI INCOME TR II 230 $2K 0.00% SOLD
31 AMCOR PLC 286 $2K 0.00% SOLD
32 ALEXANDER & BALDWIN INC NEW 103 $2K 0.00% SOLD
33 AFRM AFFIRM HLDGS INC Technology 25 $2K 0.00% SOLD
34 EARN ELLINGTON CREDIT COMPANY Financial Services 351 $2K 0.00% SOLD
35 W WAYFAIR INC Consumer Cyclical 17 $2K 0.00% SOLD
36 POTLATCHDELTIC CORPORATION 42 $2K 0.00% SOLD
37 JHG JANUS HENDERSON GROUP PLC Financial Services 35 $2K 0.00% SOLD
38 TREEHOUSE FOODS INC 68 $2K 0.00% SOLD
39 AIRO AIRO GROUP HLDGS INC Industrials 193 $2K 0.00% SOLD
40 ARRY ARRAY TECHNOLOGIES INC Energy 170 $2K 0.00% SOLD
Page 2 of 4  ·  71 positions
Sector Allocation
Financial Services 29.7%
Technology 26.9%
Consumer Cyclical 9.1%
Healthcare 8.5%
Industrials 7.6%
Communication Services 7.4%
Consumer Defensive 3.3%
Energy 2.7%
Basic Materials 1.8%
Utilities 1.7%