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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 20 of 74  ·  1,476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 MUSA MURPHY USA INC Consumer Cyclical 63.0 $31K 0.02% -19.0 -23.2% $493.97 +10.2%
382 SPGI S&P GLOBAL INC Financial Services 73.0 $31K 0.02% -133.0 -64.6% $425.34 -2.0%
383 VMC VULCAN MATLS CO Basic Materials 114.0 $31K 0.02% -8.0 -6.6% $272.30 -3.3%
384 INGR INGREDION INC Consumer Defensive 274.0 $31K 0.02% +4.0 +1.5% $112.66 -9.3%
385 WMS ADVANCED DRAIN SYS INC DEL Industrials 225.0 $31K 0.02% +6.0 +2.7% $137.13 -0.2%
386 BX BLACKSTONE INC Financial Services 268.0 $31K 0.02% -27.0 -9.2% $114.99 +3.1%
387 NSC NORFOLK SOUTHN CORP Industrials 107.0 $31K 0.02% -1.0 -0.9% $287.00 +8.5%
388 MORN MORNINGSTAR INC Financial Services 181.0 $31K 0.02% -4.0 -2.2% $169.05 +2.6%
389 DRI DARDEN RESTAURANTS INC Consumer Cyclical 156.0 $31K 0.02% -11.0 -6.6% $196.04 +0.5%
390 CRCL CIRCLE INTERNET GROUP INC Financial Services 320.0 $31K 0.02% NEW $95.41 +20.4%
391 CCI CROWN CASTLE INC Real Estate 374.0 $30K 0.02% -35.0 -8.6% $81.31 +13.2%
392 GGG GRACO INC Industrials 357.0 $30K 0.02% -3.0 -0.8% $84.65 -11.0%
393 UGI UGI CORP NEW Utilities 822.0 $30K 0.02% -78.0 -8.7% $36.42 -3.6%
394 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 1,343.0 $30K 0.02% +221.0 +19.7% $22.15 +28.1%
395 IGR CBRE GBL REAL ESTATE INC FD Financial Services 6,709.0 $29K 0.02% -964.0 -12.6% $4.39 +5.9%
396 CVS CVS HEALTH CORP Healthcare 406.0 $29K 0.02% +9.0 +2.3% $71.82 +29.9%
397 XLK SELECT SECTOR SPDR TR 219.0 $29K 0.02% $132.84 +34.4%
398 WCC WESCO INTL INC Industrials 106.0 $29K 0.02% -12.0 -10.2% $273.62 +27.9%
399 APA APA CORPORATION Energy 682.0 $29K 0.02% +30.0 +4.6% $42.44 -9.7%
400 KIE SPDR SERIES TRUST 525.0 $29K 0.02% -375.0 -41.7% $55.00 +5.2%
Page 20 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%