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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 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 UP WHEELS UP EXPERIENCE INC Industrials 73.0 $655.0 NEW $8.97 -45.3%
102 VIKING HOLDINGS LTD 6.0 $628.0 NEW $104.67
103 CMPR CIMPRESS PLC Communication Services 6.0 $610.0 NEW $101.67 -9.8%
104 LBRX LB PHARMACEUTICALS INC Healthcare 18.0 $584.0 NEW $32.44 +42.5%
105 CHRD CHORD ENERGY CORPORATION Energy 5.0 $572.0 NEW $114.40 +24.9%
106 ENVIRI CORP 23.0 $505.0 NEW $21.96
107 GHM GRAHAM CORP Industrials 4.0 $495.0 NEW $123.75 -6.7%
108 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 9.0 $486.0 NEW $54.00 -22.3%
109 IMKTA INGLES MKTS INC Consumer Defensive 5.0 $443.0 NEW $88.60 -2.3%
110 TPR TAPESTRY INC Consumer Cyclical 3.0 $439.0 NEW $146.33 -11.8%
111 LQDT LIQUIDITY SVCS INC Consumer Cyclical 11.0 $430.0 NEW $39.09 +9.3%
112 GOLD GOLD COM INC Financial Services 10.0 $416.0 NEW $41.60 +9.1%
113 RYZ RYERSON HLDG CORP Consumer Defensive 15.0 $369.0 NEW $24.60 +18.7%
114 PEGA PEGASYSTEMS INC Technology 12.0 $360.0 NEW $30.00 +6.3%
115 WSC WILLSCOT HLDGS CORP Industrials 8.0 $231.0 NEW $28.88 -18.3%
116 RVMD REVOLUTION MEDICINES INC Healthcare 1.0 $187.0 NEW $187.00 +13.4%
117 VERSIGENT PLC 4.0 $168.0 NEW $42.00
Page 6 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%