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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 11 of 74  ·  1,476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 NTAP NETAPP INC Technology 706.0 $72K 0.05% -80.0 -10.2% $102.39 +21.1%
202 WMB WILLIAMS COS INC Energy 977.0 $71K 0.05% -10.0 -1.0% $72.78 +7.0%
203 ROL ROLLINS INC Consumer Cyclical 1,327.0 $71K 0.05% $53.41 -0.3%
204 HWM HOWMET AEROSPACE INC Industrials 307.0 $71K 0.05% -10.0 -3.1% $230.46 +12.8%
205 ALAB ASTERA LABS INC Technology 645.0 $71K 0.05% -291.0 -31.1% $109.60 +171.8%
206 MDLN MEDLINE INC Healthcare 1,585.0 $71K 0.05% +686.0 +76.3% $44.50 -16.6%
207 WFC WELLS FARGO & CO Financial Services 885.0 $70K 0.05% +15.0 +1.7% $79.61 -4.8%
208 CASY CASEYS GEN STORES INC Consumer Cyclical 96.0 $70K 0.05% -3.0 -3.0% $727.86 +13.3%
209 ABBV ABBVIE INC Healthcare 320.0 $70K 0.05% -6.0 -1.8% $217.49 -1.3%
210 PG PROCTER & GAMBLE CO Consumer Defensive 479.0 $69K 0.05% -128.0 -21.1% $144.44 -1.4%
211 AHR AMERICAN HEALTHCARE REIT INC Real Estate 1,467.0 $69K 0.05% -1K -50.0% $47.16 +6.3%
212 CME CME GROUP INC Financial Services 234.0 $69K 0.05% -3.0 -1.3% $295.35 -2.1%
213 VYMI VANGUARD WHITEHALL FDS 730.0 $69K 0.05% -84.0 -10.3% $94.24 +6.3%
214 EMBJ EMBRAER S.A. Industrials 1,152.0 $68K 0.05% +33.0 +3.0% $59.34 -4.8%
215 ATI ATI INC Industrials 467.0 $68K 0.05% $145.46 +10.3%
216 VIG VANGUARD SPECIALIZED FUNDS 315.0 $68K 0.05% $214.82 +7.6%
217 SHW SHERWIN WILLIAMS CO Basic Materials 210.0 $67K 0.05% -8.0 -3.7% $320.55 -4.0%
218 PH PARKER-HANNIFIN CORP Industrials 75.0 $67K 0.05% $895.24 -4.0%
219 VRT VERTIV HOLDINGS CO Industrials 267.0 $67K 0.05% -177.0 -39.9% $250.58 +26.0%
220 FOX FOX CORP Communication Services 1,253.0 $67K 0.05% +12.0 +1.0% $53.10 +8.5%
Page 11 of 74  ·  1,476 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%