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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 22 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 DRI DARDEN RESTAURANTS INC Consumer Cyclical 156.0 $32K 0.02% $206.01 +6.2%
422 CVNA CARVANA CO Consumer Cyclical 488.0 $32K 0.02% +386.0 +378.4% $65.82 -1.2%
423 CLS CELESTICA INC Technology 88.0 $32K 0.02% NEW $364.80 -14.9%
424 KIE SPDR SERIES TRUST 525.0 $32K 0.02% $60.99 +4.0%
425 VTI VANGUARD INDEX FDS 86.0 $32K 0.02% $370.03 +2.4%
426 BE BLOOM ENERGY CORP Industrials 105.0 $32K 0.02% -217.0 -67.4% $302.70 -31.0%
427 ORRF ORRSTOWN FINL SVCS INC Financial Services 775.0 $32K 0.02% $40.83 +5.8%
428 MP MP MATERIALS CORP Basic Materials 564.0 $32K 0.02% +408.0 +261.5% $56.01 +1.2%
429 COHR COHERENT CORP Technology 80.0 $32K 0.02% -21.0 -20.8% $394.48 -22.3%
430 WCC WESCO INTL INC Industrials 91.0 $31K 0.02% -15.0 -14.2% $345.43 +1.1%
431 BURL BURLINGTON STORES INC Consumer Cyclical 99.0 $31K 0.02% +1.0 +1.0% $316.80 +6.4%
432 WEC WEC ENERGY GROUP INC Utilities 266.0 $31K 0.02% +47.0 +21.5% $116.77 -4.9%
433 TWLO TWILIO INC Communication Services 150.0 $31K 0.02% +81.0 +117.4% $206.33 +12.5%
434 IGR CBRE GBL REAL ESTATE INC FD Financial Services 6,701.0 $31K 0.02% $4.61 +0.2%
435 ING ING GROEP N.V. Financial Services 983.0 $31K 0.02% +262.0 +36.3% $31.38 +13.1%
436 INGR INGREDION INC Consumer Defensive 325.0 $31K 0.02% +51.0 +18.6% $94.71 +11.3%
437 EXC EXELON CORP Utilities 659.0 $31K 0.02% +235.0 +55.4% $46.62 -2.8%
438 GGG GRACO INC Industrials 403.0 $30K 0.02% +46.0 +12.9% $75.61 +7.1%
439 ACI ALBERTSONS COMPANIES INC Consumer Defensive 2,243.0 $30K 0.02% -107.0 -4.5% $13.53 -9.8%
440 SYY SYSCO CORP Consumer Defensive 359.0 $30K 0.02% +27.0 +8.1% $83.58 -1.9%
Page 22 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%