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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 42 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 IRMD IRADIMED CORP Healthcare 89.0 $9K 0.01% $95.56 -8.0%
822 LECO LINCOLN ELEC HLDGS INC Industrials 32.0 $8K 0.01% -27.0 -45.8% $265.50 +6.0%
823 KGC KINROSS GOLD CORP Basic Materials 359.0 $8K 0.01% NEW $23.62 +31.5%
824 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 108.0 $8K 0.01% +43.0 +66.2% $77.87 -9.9%
825 VLUE ISHARES TR 42.0 $8K 0.01% +2.0 +5.0% $199.81 +1.1%
826 COOPER COS INC 117.0 $8K 0.01% +21.0 +21.9% $71.71
827 BROOKFIELD ASSET MANAGMT LTD 187.0 $8K 0.01% $44.85
828 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 4.0 $8K 0.01% $2080.75 +3.9%
829 PHIN PHINIA INC Consumer Cyclical 101.0 $8K 0.01% +13.0 +14.8% $82.37 -13.1%
830 IONS IONIS PHARMACEUTICALS INC Healthcare 103.0 $8K 0.01% +33.0 +47.1% $79.29 -24.8%
831 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 99.0 $8K 0.01% -34.0 -25.6% $82.40 -5.4%
832 PRG PROG HOLDINGS INC Industrials 175.0 $8K 0.01% +99.0 +130.3% $46.61 -16.9%
833 CBSH COMMERCE BANCSHARES INC Financial Services 141.0 $8K 0.01% +3.0 +2.2% $57.75 +2.2%
834 BCO BRINKS CO Industrials 86.0 $8K 0.01% -36.0 -29.5% $94.49 +18.7%
835 GEO GEO GROUP INC Industrials 275.0 $8K 0.01% +106.0 +62.7% $29.55 +6.7%
836 FCT FIRST TR SR FLTG RATE INCOME Financial Services 839.0 $8K 0.01% $9.66 +0.1%
837 LGN LEGENCE CORP Industrials 95.0 $8K 0.01% NEW $85.23 -28.5%
838 D DOMINION ENERGY INC Utilities 118.0 $8K 0.01% $68.29 -0.5%
839 WRB BERKLEY W R CORP Financial Services 114.0 $8K 0.01% -21.0 -15.6% $70.53 -0.7%
840 FSLR FIRST SOLAR INC Energy 34.0 $8K 0.01% $235.97 -7.8%
Page 42 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%