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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 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CALUMET INC 41.0 $1K 0.00% NEW $36.02
82 RIOT RIOT PLATFORMS INC Financial Services 51.0 $1K 0.00% NEW $27.37 -26.8%
83 HLIO HELIOS TECHNOLOGIES INC Industrials 15.0 $1K 0.00% NEW $89.27 -8.1%
84 BLW BLACKROCK LTD DURATION INCOM Financial Services 98.0 $1K 0.00% NEW $12.49 +2.6%
85 KVUE KENVUE INC Consumer Defensive 64.0 $1K 0.00% NEW $19.11 -1.7%
86 ALK ALASKA AIR GROUP INC Industrials 23.0 $1K 0.00% NEW $52.22 -15.7%
87 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 39.0 $1K 0.00% NEW $28.23 +16.1%
88 NHS NEUBERGER HIGH YIELD ST FD I Financial Services 169.0 $1K 0.00% NEW $6.24 -3.7%
89 XHR XENIA HOTELS & RESORTS INC Real Estate 51.0 $1K 0.00% NEW $20.35 -6.3%
90 PB PROSPERITY BANCSHARES INC Financial Services 14.0 $1K 0.00% NEW $73.00 +2.0%
91 BRBR BELLRING BRANDS INC Consumer Defensive 78.0 $1K 0.00% NEW $12.94 -21.3%
92 IP INTERNATIONAL PAPER CO Consumer Cyclical 25.0 $953.0 0.00% NEW $38.12 +5.6%
93 KURA KURA ONCOLOGY INC Healthcare 83.0 $911.0 0.00% NEW $10.98 +2.8%
94 BRO BROWN & BROWN INC Financial Services 14.0 $898.0 0.00% NEW $64.14 +7.4%
95 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 83.0 $822.0 NEW $9.90 -16.9%
96 AKTS AKTIS ONCOLOGY INC Healthcare 25.0 $806.0 NEW $32.24 -23.3%
97 ANDE ANDERSONS INC Consumer Defensive 11.0 $752.0 NEW $68.36 +0.8%
98 DAVE INC 2.0 $745.0 NEW $372.50
99 HAMILTON INSURANCE GROUP LTD 21.0 $713.0 NEW $33.95
100 SMITHFIELD FOODS INC 29.0 $704.0 NEW $24.28
Page 5 of 6  ·  117 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%