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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 22 of 34  ·  663 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 STAG STAG INDUSTRIAL INC Real Estate 202.0 $7K 0.01% -45.0 -18.2% $36.06 +6.2%
422 WGS GENEDX HOLDINGS CORP Healthcare 112.0 $7K 0.01% -13.0 -10.4% $64.22 -30.4%
423 FFIN FIRST FINL BANKSHARES INC Financial Services 244.0 $7K 0.01% -32.0 -11.6% $29.45 +9.3%
424 TEI TEMPLETON EMERGING MKTS INCO Financial Services 1,189.0 $7K 0.01% -371.0 -23.8% $6.01 +3.5%
425 CSL CARLISLE COS INC Industrials 21.0 $7K 0.01% -5.0 -19.2% $333.62 -0.4%
426 DASH DOORDASH INC Communication Services 46.0 $7K 0.01% -14.0 -23.3% $150.15 +6.1%
427 SMURFIT WESTROCK PLC 172.0 $7K 0.01% -17.0 -9.0% $39.85
428 TW TRADEWEB MKTS INC Financial Services 58.0 $7K 0.01% -11.0 -15.9% $117.66 -9.3%
429 CBSH COMMERCE BANCSHARES INC Financial Services 138.0 $7K 0.01% -6.0 -4.2% $49.20 +6.1%
430 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 78.0 $7K 0.01% -18.0 -18.8% $86.44 +32.0%
431 LENNAR CORP 80.0 $7K 0.01% -12.0 -13.0% $84.12
432 FSLR FIRST SOLAR INC Energy 34.0 $7K 0.01% -4.0 -10.5% $197.26 +26.2%
433 CNH INDL N V 607.0 $7K 0.01% -47.0 -7.2% $11.00
434 HXL HEXCEL CORP NEW Industrials 82.0 $7K 0.01% -11.0 -11.8% $80.93 +4.7%
435 FORTINET INC 81.0 $7K 0.01% -8.0 -9.0% $81.72
436 O REALTY INCOME CORP Real Estate 108.0 $7K 0.01% -7.0 -6.1% $61.18 +1.7%
437 OLED UNIVERSAL DISPLAY CORP Technology 72.0 $7K 0.01% -32.0 -30.8% $91.67 -0.1%
438 RLTY COHEN & STEERS REAL ESTATE O Financial Services 450.0 $7K 0.01% -107.0 -19.2% $14.54 +7.4%
439 IDA IDACORP INC Utilities 45.0 $6K 0.01% -14.0 -23.7% $142.98 -1.0%
440 WY WEYERHAEUSER CO Real Estate 263.0 $6K 0.01% -10.0 -3.7% $24.43 -4.9%
Page 22 of 34  ·  663 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
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%