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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 47 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 EIX EDISON INTL Utilities 81.0 $6K 0.00% $74.44 -1.3%
922 CMC COMMERCIAL METALS CO Basic Materials 96.0 $6K 0.00% +56.0 +140.0% $62.75 +8.6%
923 GVA GRANITE CONSTR INC Industrials 38.0 $6K 0.00% +17.0 +81.0% $158.08 -20.2%
924 A AGILENT TECHNOLOGIES INC Healthcare 45.0 $6K 0.00% $132.82 +17.0%
925 INSM INSMED INC Healthcare 56.0 $6K 0.00% -43.0 -43.4% $106.62 +22.5%
926 ESQ ESQUIRE FINL HLDGS INC Financial Services 50.0 $6K 0.00% +32.0 +177.8% $119.12 -2.1%
927 ESE ESCO TECHNOLOGIES INC Technology 17.0 $6K 0.00% NEW $350.06 -16.9%
928 ONB OLD NATL BANCORP IND Financial Services 229.0 $6K 0.00% +167.0 +269.4% $25.90 +0.0%
929 KMB KIMBERLY-CLARK CORP Consumer Defensive 54.0 $6K 0.00% $109.78 +0.1%
930 PATK PATRICK INDS INC Consumer Cyclical 66.0 $6K 0.00% -6.0 -8.3% $89.77 -2.6%
931 FCX FREEPORT MCMORAN INC Basic Materials 94.0 $6K 0.00% $62.89 +9.9%
932 LASR NLIGHT INC Technology 84.0 $6K 0.00% +32.0 +61.5% $69.62 -31.2%
933 WSFS WSFS FINL CORP Financial Services 76.0 $6K 0.00% +13.0 +20.6% $76.72 +4.0%
934 CART MAPLEBEAR INC Consumer Cyclical 123.0 $6K 0.00% +112.0 +1018.2% $47.35 +7.0%
935 CLSK CLEANSPARK INC Technology 400.0 $6K 0.00% $14.55 -19.8%
936 FTDR FRONTDOOR INC Consumer Cyclical 75.0 $6K 0.00% +27.0 +56.2% $77.59 +6.0%
937 MKSI MKS INC. Technology 13.0 $6K 0.00% +1.0 +8.3% $444.77 -36.7%
938 UAA UNDER ARMOUR INC Consumer Cyclical 900.0 $6K 0.00% $6.39 -17.8%
939 ETH GRAYSCALE ETHEREUM STAKING Financial Services 377.0 $6K 0.00% $15.03 +33.5%
940 ATEX ANTERIX INC Communication Services 55.0 $6K 0.00% $102.95 -13.9%
Page 47 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%