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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 34 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 SSNC SS&C TECH HLDGS Technology 225.0 $14K 0.01% -7.0 -3.0% $62.05 +32.2%
662 VSEC VSE CORP Industrials 61.0 $14K 0.01% -24.0 -28.2% $228.51 -0.9%
663 SOFI SOFI TECHNOLOGIES INC Financial Services 777.0 $14K 0.01% -187.0 -19.4% $17.93 +5.6%
664 MMS MAXIMUS INC Industrials 258.0 $14K 0.01% +191.0 +285.1% $53.76 +7.4%
665 NUE NUCOR CORP Basic Materials 62.0 $14K 0.01% +4.0 +6.9% $222.76 +11.7%
666 FROG JFROG LTD Technology 151.0 $14K 0.01% NEW $90.88 +0.0%
667 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 580.0 $14K 0.01% -6.0 -1.0% $23.58 +4.2%
668 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 196.0 $14K 0.01% NEW $69.74 -15.8%
669 VRSK VERISK ANALYTICS INC Industrials 76.0 $14K 0.01% +9.0 +13.4% $179.53 +3.6%
670 BCE BCE INC Communication Services 632.0 $14K 0.01% -59.0 -8.5% $21.51 +10.3%
671 PRIM PRIMORIS SVCS CORP Industrials 137.0 $14K 0.01% +73.0 +114.1% $99.12 -19.7%
672 NDSN NORDSON CORP Industrials 45.0 $14K 0.01% $301.69 +4.7%
673 CCJ CAMECO CORP Energy 133.0 $14K 0.01% +13.0 +10.8% $101.86 -3.8%
674 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 46.0 $13K 0.01% $293.17 +3.4%
675 EQH EQUITABLE HLDGS INC Financial Services 305.0 $13K 0.01% +39.0 +14.7% $43.88 +14.4%
676 NOK NOKIA CORP Technology 1,006.0 $13K 0.01% -2K -67.0% $13.28 -23.8%
677 FFIN FIRST FINL BANKSHARES INC Financial Services 385.0 $13K 0.01% +141.0 +57.8% $34.60 -1.8%
678 WSM WILLIAMS SONOMA INC Consumer Cyclical 57.0 $13K 0.01% $233.11 +2.3%
679 VMI VALMONT INDS INC Industrials 23.0 $13K 0.01% $577.61 -17.0%
680 SNA SNAP ON INC Industrials 33.0 $13K 0.01% +6.0 +22.2% $402.39 -2.6%
Page 34 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%