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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 11 of 15  ·  292 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AMRIZE LTD 140.0 $7K 0.00% -11.0 -7.3% $53.30
202 DPZ DOMINOS PIZZA INC Consumer Cyclical 25.0 $7K 0.00% -1.0 -3.9% $296.04 +13.6%
203 PCRX PACIRA BIOSCIENCES INC Healthcare 291.0 $7K 0.00% -83.0 -22.2% $25.37 -5.4%
204 PIPR PIPER SANDLER COMPANIES Financial Services 102.0 $7K 0.00% -30.0 -22.7% $72.34 +3.6%
205 SMURFIT WESTROCK PLC 152.0 $7K 0.00% -20.0 -11.6% $46.26
206 NXT NEXTPOWER INC Technology 58.0 $7K 0.00% -49.0 -45.8% $119.14 -23.5%
207 BBY BEST BUY INC Consumer Cyclical 91.0 $7K 0.00% -1.0 -1.1% $75.88 +15.0%
208 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 58.0 $6K 0.00% -2.0 -3.3% $111.03 +3.8%
209 UHS UNIVERSAL HLTH SVCS INC Healthcare 43.0 $6K 0.00% -1.0 -2.3% $148.70 +16.4%
210 LENNAR CORP 72.0 $6K 0.00% -8.0 -10.0% $88.71
211 LIBERTY MEDIA CORP DEL 67.0 $6K 0.00% -46.0 -40.7% $95.13
212 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 124.0 $6K 0.00% -84.0 -40.4% $50.99 -2.2%
213 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 74.0 $6K 0.00% -35.0 -32.1% $84.22 -12.9%
214 IDCC INTERDIGITAL INC Technology 22.0 $6K 0.00% -13.0 -37.1% $283.14 +18.6%
215 SWKS SKYWORKS SOLUTIONS INC Technology 89.0 $6K 0.00% -82.0 -48.0% $67.80 -0.5%
216 INSM INSMED INC Healthcare 56.0 $6K 0.00% -43.0 -43.4% $106.62 +20.5%
217 PATK PATRICK INDS INC Consumer Cyclical 66.0 $6K 0.00% -6.0 -8.3% $89.77 -6.7%
218 TW TRADEWEB MKTS INC Financial Services 56.0 $6K 0.00% -2.0 -3.5% $99.66 +5.8%
219 WGS GENEDX HOLDINGS CORP Healthcare 81.0 $6K 0.00% -31.0 -27.7% $68.65 +11.2%
220 INGERSOLL RAND INC 66.0 $5K 0.00% -1.0 -1.5% $81.98
Page 11 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%