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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 10 of 15  ·  292 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AIR AAR CORP Industrials 68.0 $10K 0.01% -4.0 -5.6% $142.93 +3.4%
182 IVZ INVESCO LTD Financial Services 358.0 $9K 0.01% -38.0 -9.6% $26.39 +23.3%
183 NGG NATIONAL GRID PLC Utilities 114.0 $9K 0.01% -12.0 -9.5% $82.87 -0.7%
184 POOL POOL CORP Industrials 42.0 $9K 0.01% -29.0 -40.9% $214.90 -12.3%
185 RMBS RAMBUS INC DEL Technology 68.0 $9K 0.01% -6.0 -8.1% $132.74 -29.7%
186 SF STIFEL FINL CORP Financial Services 129.0 $9K 0.01% -48.0 -27.1% $69.77 +20.5%
187 ZTS ZOETIS INC Healthcare 124.0 $9K 0.01% -173.0 -58.2% $71.86 +3.4%
188 CHDN CHURCHILL DOWNS INC Consumer Cyclical 99.0 $9K 0.01% -3.0 -2.9% $89.64 -0.7%
189 LFST LIFESTANCE HEALTH GROUP INC Healthcare 819.0 $9K 0.01% -147.0 -15.2% $10.71 +16.6%
190 MTZ MASTEC INC Industrials 21.0 $9K 0.01% -1.0 -4.5% $416.05 -32.5%
191 DLB DOLBY LABORATORIES INC Technology 163.0 $9K 0.01% -13.0 -7.4% $52.58 +16.6%
192 BBIO BRIDGEBIO PHARMA INC Healthcare 115.0 $9K 0.01% -46.0 -28.6% $74.48 +10.6%
193 BP BP PLC Energy 231.0 $9K 0.01% -174.0 -43.0% $36.95 +17.5%
194 LECO LINCOLN ELEC HLDGS INC Industrials 32.0 $8K 0.01% -27.0 -45.8% $265.50 +6.3%
195 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 99.0 $8K 0.01% -34.0 -25.6% $82.40 -5.7%
196 BCO BRINKS CO Industrials 86.0 $8K 0.01% -36.0 -29.5% $94.49 +16.9%
197 WRB BERKLEY W R CORP Financial Services 114.0 $8K 0.01% -21.0 -15.6% $70.53 -0.2%
198 UI UBIQUITI INC Technology 15.0 $8K 0.01% -15.0 -50.0% $534.00 +8.8%
199 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 79.0 $8K 0.01% -9.0 -10.2% $100.08 +7.4%
200 CR CRANE COMPANY Industrials 35.0 $8K 0.01% -37.0 -51.4% $223.06 -3.5%
Page 10 of 15  ·  292 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%