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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 9 of 34  ·  663 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 QCOM QUALCOMM INC Technology 474.0 $61K 0.04% -97.0 -17.0% $128.78 +57.3%
162 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 384.0 $60K 0.04% -67.0 -14.9% $157.28 -3.7%
163 GWW WW GRAINGER INC Industrials 55.0 $60K 0.04% -4.0 -6.8% $1090.82 +13.6%
164 PGR PROGRESSIVE CORP Financial Services 302.0 $60K 0.04% -10.0 -3.2% $198.24 +2.2%
165 DTE DTE ENERGY CO Utilities 403.0 $59K 0.04% -3.0 -0.7% $146.22 -1.7%
166 DD DUPONT DE NEMOURS INC Basic Materials 1,280.0 $59K 0.04% -214.0 -14.3% $45.80 +2.9%
167 AXON AXON ENTERPRISE INC Industrials 129.0 $55K 0.04% -16.0 -11.0% $424.69 -8.2%
168 MPWR MONOLITHIC PWR SYS INC Technology 50.0 $55K 0.04% -9.0 -15.2% $1093.36 +42.8%
169 CL COLGATE PALMOLIVE CO Consumer Defensive 641.0 $55K 0.04% -132.0 -17.1% $85.23 +6.1%
170 EMD WESTERN ASSET EMERGING MKTS Financial Services 5,472.0 $54K 0.04% -137.0 -2.4% $9.82 +5.0%
171 GD GENERAL DYNAMICS CORP Industrials 154.0 $53K 0.04% -122.0 -44.2% $343.22 -1.3%
172 MSCI MSCI INC Financial Services 98.0 $53K 0.04% -6.0 -5.8% $539.01 +8.0%
173 SCHW SCHWAB CHARLES CORP Financial Services 562.0 $53K 0.04% -87.0 -13.4% $93.98 -4.1%
174 PWR QUANTA SVCS INC Industrials 94.0 $52K 0.04% -2.0 -2.1% $549.02 +29.3%
175 TXT TEXTRON INC Industrials 586.0 $51K 0.04% -66.0 -10.1% $87.56 +2.2%
176 LNG CHENIERE ENERGY INC Energy 175.0 $50K 0.04% -11.0 -5.9% $283.76 -15.3%
177 MRSH MARSH & MCLENNAN COS INC Financial Services 284.0 $49K 0.04% -44.0 -13.4% $173.45 -4.8%
178 ADP AUTOMATIC DATA PROCESSING IN Industrials 238.0 $48K 0.04% -10.0 -4.0% $203.18 +8.3%
179 COF CAPITAL ONE FINL CORP Financial Services 265.0 $48K 0.04% -152.0 -36.5% $182.43 +2.3%
180 HCA HCA HEALTHCARE INC Healthcare 102.0 $48K 0.04% -7.0 -6.4% $473.24 -17.0%
Page 9 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%