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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 44 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 69.0 $7K 0.00% +27.0 +64.3% $108.35 +0.1%
862 ACN ACCENTURE PLC IRELAND Technology 60.0 $7K 0.00% +9.0 +17.6% $124.43 +47.2%
863 AMRIZE LTD 140.0 $7K 0.00% -11.0 -7.3% $53.30
864 MAR MARRIOTT INTL INC NEW Consumer Cyclical 20.0 $7K 0.00% +1.0 +5.3% $370.60 -2.9%
865 DPZ DOMINOS PIZZA INC Consumer Cyclical 25.0 $7K 0.00% -1.0 -3.9% $296.04 +13.7%
866 ISCG ISHARES TR 113.0 $7K 0.00% $65.40 -0.2%
867 PCRX PACIRA BIOSCIENCES INC Healthcare 291.0 $7K 0.00% -83.0 -22.2% $25.37 -4.0%
868 PIPR PIPER SANDLER COMPANIES Financial Services 102.0 $7K 0.00% -30.0 -22.7% $72.34 +3.4%
869 SCI SERVICE CORP INTL Consumer Cyclical 97.0 $7K 0.00% $75.96 +9.5%
870 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 41.0 $7K 0.00% $178.95 +21.7%
871 SYNA SYNAPTICS INC Technology 59.0 $7K 0.00% NEW $124.24 -18.7%
872 HII HUNTINGTON INGALLS INDS INC Industrials 26.0 $7K 0.00% $279.88 +11.4%
873 CVSA COVISTA INC Consumer Cyclical 58.0 $7K 0.00% $124.66 +5.8%
874 LUNR INTUITIVE MACHINES INC Industrials 336.0 $7K 0.00% NEW $21.39 -13.4%
875 AFB ALLIANCEBERNSTEIN NATL MUN I Financial Services 627.0 $7K 0.00% +92.0 +17.2% $11.41 -3.9%
876 GL GLOBE LIFE INC Financial Services 40.0 $7K 0.00% +18.0 +81.8% $178.68 -4.0%
877 AAOI APPLIED OPTOELECTRONICS INC Technology 48.0 $7K 0.00% $148.17 -17.5%
878 RLTY COHEN & STEERS REAL ESTATE O Financial Services 449.0 $7K 0.00% $15.74 -0.6%
879 PVH PVH CORPORATION Consumer Cyclical 95.0 $7K 0.00% +1.0 +1.1% $74.26 +6.4%
880 BIO BIO RAD LABS INC Healthcare 24.0 $7K 0.00% $293.62 +24.1%
Page 44 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%