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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 9 of 15  ·  292 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 580.0 $14K 0.01% -6.0 -1.0% $23.58 +9.5%
162 BCE BCE INC Communication Services 632.0 $14K 0.01% -59.0 -8.5% $21.51 +8.6%
163 NOK NOKIA CORP Technology 1,006.0 $13K 0.01% -2K -67.0% $13.28 -21.8%
164 CRCL CIRCLE INTERNET GROUP INC Financial Services 211.0 $13K 0.01% -109.0 -34.1% $62.63 +14.5%
165 ASX ASE TECHNOLOGY HLDG CO LTD Technology 292.0 $13K 0.01% -90.0 -23.6% $45.12 -19.3%
166 CEG CONSTELLATION ENERGY CORP Utilities 53.0 $13K 0.01% -5.0 -8.6% $246.13 +8.4%
167 FN FABRINET Technology 23.0 $13K 0.01% -7.0 -23.3% $562.09 -14.1%
168 JBHT HUNT J B TRANS SVCS INC Industrials 43.0 $12K 0.01% -22.0 -33.9% $289.42 -5.3%
169 VNT VONTIER CORPORATION Technology 429.0 $12K 0.01% -160.0 -27.2% $29.00 +10.5%
170 RELX RELX PLC Communication Services 377.0 $12K 0.01% -63.0 -14.3% $31.67 +9.0%
171 PINS PINTEREST INC Communication Services 559.0 $12K 0.01% -986.0 -63.8% $21.03 +9.7%
172 DXCM DEXCOM INC Healthcare 171.0 $12K 0.01% -18.0 -9.5% $67.35 +33.0%
173 ORI OLD REP INTL CORP Financial Services 281.0 $11K 0.01% -697.0 -71.3% $40.92 +3.5%
174 PYPL PAYPAL HLDGS INC Financial Services 264.0 $11K 0.01% -7.0 -2.6% $43.18 +39.9%
175 LUV SOUTHWEST AIRLS CO Industrials 221.0 $11K 0.01% -3.0 -1.3% $51.42 -17.4%
176 BSY BENTLEY SYS INC Technology 367.0 $11K 0.01% -20.0 -5.2% $29.89 +15.9%
177 BKLN INVESCO EXCH TRADED FD TR II 535.0 $11K 0.01% -335.0 -38.5% $20.37 +0.8%
178 ADSK AUTODESK INC Technology 54.0 $10K 0.01% -21.0 -28.0% $194.43 +26.9%
179 PRU PRUDENTIAL FINL INC Financial Services 95.0 $10K 0.01% -1.0 -1.0% $107.93 +15.4%
180 SNY SANOFI SA Healthcare 231.0 $10K 0.01% -9.0 -3.8% $42.66 +5.4%
Page 9 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%