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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 18 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 LITE LUMENTUM HLDGS INC Technology 51.0 $44K 0.03% +44.0 +628.6% $858.06 +1.8%
342 LHX L3HARRIS TECHNOLOGIES INC Industrials 149.0 $43K 0.03% $290.59 -3.8%
343 MUSA MURPHY USA INC Consumer Cyclical 79.0 $43K 0.03% +16.0 +25.4% $538.87 +6.5%
344 CVS CVS HEALTH CORP Healthcare 406.0 $42K 0.03% $103.45 -8.3%
345 AME AMETEK INC Industrials 173.0 $42K 0.03% +53.0 +44.2% $241.94 +3.3%
346 DIA STATE STR SPDR DOW JONES IND Financial Services 80.0 $42K 0.03% $522.39 +2.0%
347 XLK SELECT SECTOR SPDR TR 219.0 $42K 0.03% $190.58 -2.6%
348 WBS WEBSTER FINL CORP Financial Services 545.0 $42K 0.02% +24.0 +4.6% $76.42 +2.0%
349 HSY HERSHEY CO Consumer Defensive 237.0 $42K 0.02% +43.0 +22.2% $175.45 +4.6%
350 UAL UNITED AIRLS HLDGS INC Industrials 305.0 $41K 0.02% +26.0 +9.3% $135.99 -12.7%
351 EBAY EBAY INC. Consumer Cyclical 371.0 $41K 0.02% -496.0 -57.2% $111.75 -8.5%
352 DKNG DRAFTKINGS INC NEW Consumer Cyclical 1,635.0 $41K 0.02% $25.26 -4.8%
353 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 2,379.0 $41K 0.02% +49.0 +2.1% $17.35 -14.8%
354 CPRT COPART INC Industrials 1,452.0 $41K 0.02% -167.0 -10.3% $28.19 +11.8%
355 VLO VALERO ENERGY CORP Energy 157.0 $41K 0.02% $260.44 +34.4%
356 SPGI S&P GLOBAL INC Financial Services 100.0 $41K 0.02% +27.0 +37.0% $407.26 +2.6%
357 INTU INTUIT Technology 156.0 $41K 0.02% -50.0 -24.3% $261.00 +34.3%
358 SELV SEI EXCHANGE TRADED FUNDS 1,245.0 $41K 0.02% +24.0 +2.0% $32.68 +6.6%
359 SPG SIMON PPTY GROUP INC NEW Real Estate 181.0 $40K 0.02% +52.0 +40.3% $223.65 -1.4%
360 XLI SELECT SECTOR SPDR TR 218.0 $40K 0.02% $185.23 -0.9%
Page 18 of 78  ·  1,549 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%