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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 21 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 IQVIA HLDGS INC 177.0 $34K 0.02% +169.0 +2112.5% $193.22
402 SNDK SANDISK CORP Technology 15.0 $34K 0.02% -3.0 -16.7% $2273.73 -28.5%
403 NEU NEWMARKET CORP Basic Materials 43.0 $34K 0.02% +4.0 +10.3% $791.23 +19.7%
404 WDI WESTERN ASSET DIVERSIFIED IN Financial Services 2,504.0 $34K 0.02% -39.0 -1.5% $13.56 -3.1%
405 VMC VULCAN MATLS CO Basic Materials 115.0 $34K 0.02% +1.0 +0.9% $295.01 -7.9%
406 ADBE ADOBE INC Technology 165.0 $34K 0.02% +15.0 +10.0% $205.02 +28.3%
407 DAL DELTA AIR LINES INC Industrials 361.0 $34K 0.02% $93.66 -8.5%
408 EMB ISHARES TR 350.0 $34K 0.02% $96.44 -1.9%
409 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 1,117.0 $34K 0.02% -226.0 -16.8% $30.03 +3.5%
410 TT TRANE TECHNOLOGIES PLC Industrials 68.0 $33K 0.02% +23.0 +51.1% $491.16 -5.7%
411 DOC HEALTHPEAK PROPERTIES INC Real Estate 1,556.0 $33K 0.02% +117.0 +8.1% $21.40 -4.5%
412 HONEYWELL INTL INC 148.0 $33K 0.02% NEW $223.90
413 PL PLANET LABS PBC Industrials 1,000.0 $33K 0.02% NEW $33.13 -29.5%
414 SWMR SWARMER INC Technology 747.0 $33K 0.02% NEW $44.31 +5.8%
415 ENSG ENSIGN GROUP INC Healthcare 206.0 $33K 0.02% +17.0 +9.0% $160.30 +13.8%
416 BX BLACKSTONE INC Financial Services 279.0 $33K 0.02% +11.0 +4.1% $117.67 +19.5%
417 HUT 8 CORP 284.0 $33K 0.02% NEW $115.44
418 HONEYWELL AEROSPACE INC 148.0 $33K 0.02% NEW $221.08
419 UGI UGI CORP NEW Utilities 945.0 $33K 0.02% +123.0 +15.0% $34.54 +11.1%
420 BKNG BOOKING HOLDINGS INC Consumer Cyclical 182.0 $32K 0.02% +176.0 +2933.3% $178.24 +16.8%
Page 21 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%