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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 35 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 CRCL CIRCLE INTERNET GROUP INC Financial Services 211.0 $13K 0.01% -109.0 -34.1% $62.63 +33.6%
682 IVT INVENTRUST PPTYS CORP Real Estate 373.0 $13K 0.01% $35.40 -6.2%
683 ASX ASE TECHNOLOGY HLDG CO LTD Technology 292.0 $13K 0.01% -90.0 -23.6% $45.12 -19.1%
684 TYL TYLER TECHNOLOGIES INC Technology 45.0 $13K 0.01% $292.47 +19.0%
685 DG DOLLAR GEN CORP Consumer Defensive 114.0 $13K 0.01% $115.11 +4.7%
686 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 107.0 $13K 0.01% +10.0 +10.3% $122.58 +22.9%
687 CEG CONSTELLATION ENERGY CORP Utilities 53.0 $13K 0.01% -5.0 -8.6% $246.13 +10.9%
688 DOV DOVER CORP Industrials 58.0 $13K 0.01% NEW $224.28 -10.9%
689 TOST TOAST INC Technology 467.0 $13K 0.01% $27.82 +27.0%
690 FN FABRINET Technology 23.0 $13K 0.01% -7.0 -23.3% $562.09 -20.9%
691 NATWEST GROUP PLC 728.0 $13K 0.01% +182.0 +33.3% $17.63
692 OZK BANK OZK LITTLE ROCK ARK Financial Services 246.0 $13K 0.01% +36.0 +17.1% $52.09 -5.4%
693 SPYV SPDR SERIES TRUST 210.0 $13K 0.01% $60.84 +3.9%
694 XAR SPDR SERIES TRUST 45.0 $13K 0.01% $283.80 -4.2%
695 SHM SPDR SERIES TRUST 262.0 $13K 0.01% $47.97 -0.5%
696 HST HOST HOTELS & RESORTS INC Real Estate 528.0 $13K 0.01% +135.0 +34.4% $23.71 -2.6%
697 SXI STANDEX INTL CORP Industrials 35.0 $13K 0.01% $357.66 -13.5%
698 WSO WATSCO INC Industrials 30.0 $13K 0.01% +1.0 +3.5% $416.73 -24.5%
699 MTRN MATERION CORP Basic Materials 42.0 $12K 0.01% $297.38 -21.7%
700 JBHT HUNT J B TRANS SVCS INC Industrials 43.0 $12K 0.01% -22.0 -33.9% $289.42 -5.2%
Page 35 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%