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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 41 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 CHDN CHURCHILL DOWNS INC Consumer Cyclical 99.0 $9K 0.01% -3.0 -2.9% $89.64 +2.1%
802 BOOT BOOT BARN HLDGS INC Consumer Cyclical 54.0 $9K 0.01% +11.0 +25.6% $164.28 +0.9%
803 URA GLOBAL X FDS 203.0 $9K 0.01% NEW $43.70 +1.4%
804 TEL TE CONNECTIVITY PLC Technology 44.0 $9K 0.01% $201.61 +1.0%
805 HSBC HSBC HLDGS PLC Financial Services 93.0 $9K 0.01% $95.09 +7.6%
806 LFST LIFESTANCE HEALTH GROUP INC Healthcare 819.0 $9K 0.01% -147.0 -15.2% $10.71 +18.6%
807 MTZ MASTEC INC Industrials 21.0 $9K 0.01% -1.0 -4.5% $416.05 -34.6%
808 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 29.0 $9K 0.01% $301.03 -20.6%
809 ACLS AXCELIS TECHNOLOGIES INC Technology 46.0 $9K 0.01% +17.0 +58.6% $189.46 -34.0%
810 VO VANGUARD INDEX FDS 108.0 $9K 0.01% +81.0 +300.0% $80.57 +3.1%
811 SFBS SERVISFIRST BANCSHARES INC Financial Services 100.0 $9K 0.01% +38.0 +61.3% $86.75 +0.4%
812 MDYG SPDR SERIES TRUST 77.0 $9K 0.01% $112.43 -2.0%
813 OXY OCCIDENTAL PETE CORP Energy 178.0 $9K 0.01% +35.0 +24.5% $48.57 +23.7%
814 FNB F N B CORP Financial Services 453.0 $9K 0.01% +368.0 +432.9% $19.08 -3.0%
815 VKQ INVESCO MUNICIPAL TRUST Financial Services 857.0 $9K 0.01% +173.0 +25.3% $10.04 -2.7%
816 DLB DOLBY LABORATORIES INC Technology 163.0 $9K 0.01% -13.0 -7.4% $52.58 +18.9%
817 BBIO BRIDGEBIO PHARMA INC Healthcare 115.0 $9K 0.01% -46.0 -28.6% $74.48 +12.1%
818 HEI HEICO CORP NEW Industrials 24.0 $9K 0.01% $356.21 +0.8%
819 SKYW SKYWEST INC Industrials 86.0 $9K 0.01% +35.0 +68.6% $99.33 +1.4%
820 BP BP PLC Energy 231.0 $9K 0.01% -174.0 -43.0% $36.95 +18.4%
Page 41 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%