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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 30 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 RS RELIANCE INC Basic Materials 48.0 $18K 0.01% -5.0 -9.4% $373.60 +6.9%
582 NVMI NOVA LTD Technology 33.0 $18K 0.01% -8.0 -19.5% $542.94 -29.0%
583 BGIG ETF SER SOLUTIONS 499.0 $18K 0.01% NEW $35.89 +3.5%
584 CANADIAN PACIFIC KANSAS CITY 206.0 $18K 0.01% -48.0 -18.9% $86.65
585 MDLZ MONDELEZ INTL INC Consumer Defensive 308.0 $18K 0.01% -8.0 -2.5% $57.84 +10.9%
586 WBD WARNER BROS DISCOVERY INC Communication Services 668.0 $18K 0.01% -34.0 -4.8% $26.66 +7.0%
587 BNL BROADSTONE NET LEASE INC Real Estate 853.0 $18K 0.01% +35.0 +4.3% $20.67 +2.3%
588 GH GUARDANT HEALTH INC Healthcare 117.0 $18K 0.01% -1.0 -0.8% $150.03 +8.9%
589 WTFC WINTRUST FINL CORP Financial Services 109.0 $18K 0.01% +47.0 +75.8% $160.72 -4.5%
590 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 1,545.0 $17K 0.01% NEW $11.15 -9.0%
591 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 102.0 $17K 0.01% $168.54 -7.7%
592 EQT EQT CORP Energy 323.0 $17K 0.01% -2.0 -0.6% $53.17 +0.9%
593 NJR NEW JERSEY RES CORP Utilities 306.0 $17K 0.01% +220.0 +255.8% $56.04 -1.7%
594 MTCH MATCH GROUP INC NEW Communication Services 450.0 $17K 0.01% +27.0 +6.4% $38.05 +4.3%
595 DEO DIAGEO PLC Consumer Defensive 212.0 $17K 0.01% +56.0 +35.9% $80.38 +15.6%
596 CCI CROWN CASTLE INC Real Estate 225.0 $17K 0.01% -149.0 -39.8% $75.73 -1.4%
597 FLEX FLEX LTD Technology 105.0 $17K 0.01% +20.0 +23.5% $162.07 -30.3%
598 URI UNITED RENTALS INC Industrials 15.0 $17K 0.01% +2.0 +15.4% $1132.87 -1.4%
599 WAB WABTEC Industrials 63.0 $17K 0.01% $269.60 +8.4%
600 BYD BOYD GAMING CORP Consumer Cyclical 191.0 $17K 0.01% +113.0 +144.9% $88.33 -6.4%
Page 30 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%