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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 20 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 GIS GENERAL MILLS INC Consumer Defensive 1,075.0 $37K 0.02% +203.0 +23.3% $34.80 +9.4%
382 DTE DTE ENERGY CO Utilities 245.0 $37K 0.02% -158.0 -39.2% $152.37 -8.0%
383 IVOV VANGUARD ADMIRAL FDS INC 325.0 $37K 0.02% $114.07 +1.1%
384 VB VANGUARD INDEX FDS 122.0 $37K 0.02% $303.12 +0.2%
385 EVEREST GROUP LTD 103.0 $37K 0.02% +7.0 +7.3% $357.23
386 KHC KRAFT HEINZ CO Consumer Defensive 1,540.0 $36K 0.02% +587.0 +61.6% $23.62 +5.1%
387 STRL STERLING INFRASTRUCTURE INC Industrials 43.0 $36K 0.02% +2.0 +4.9% $839.35 -33.9%
388 ADP AUTOMATIC DATA PROCESSING IN Industrials 161.0 $36K 0.02% -77.0 -32.4% $223.95 +20.3%
389 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 928.0 $36K 0.02% +323.0 +53.4% $38.73 +49.2%
390 CRWD CROWDSTRIKE HLDGS INC Technology 47.0 $36K 0.02% +11.0 +30.6% $190.79 +11.6%
391 STE STERIS PLC Healthcare 170.0 $36K 0.02% -5.0 -2.9% $210.57 +10.4%
392 WMS ADVANCED DRAIN SYS INC DEL Industrials 227.0 $36K 0.02% +2.0 +0.9% $156.96 -8.2%
393 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 131.0 $36K 0.02% +112.0 +589.5% $271.95 -9.6%
394 RGLD ROYAL GOLD INC Basic Materials 178.0 $36K 0.02% +14.0 +8.5% $199.61 +15.4%
395 VSS VANGUARD INTL EQUITY INDEX F 228.0 $35K 0.02% $154.29 +2.1%
396 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 902.0 $35K 0.02% +91.0 +11.2% $38.96 +5.6%
397 DIS DISNEY WALT CO Communication Services 365.0 $35K 0.02% +34.0 +10.3% $96.19 +8.1%
398 IREN IREN LIMITED Financial Services 764.0 $35K 0.02% NEW $45.73 -8.2%
399 VGT VANGUARD WORLD FD 290.0 $35K 0.02% +252.0 +663.2% $119.52 +0.2%
400 NET CLOUDFLARE INC Technology 140.0 $34K 0.02% +5.0 +3.7% $245.28 +22.9%
Page 20 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%