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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 51 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 AEF ABRDN EMERGING MARKETS EX CH Financial Services 464.0 $4K 0.00% -8.0 -1.7% $9.60 -5.7%
1002 KRG KITE REALTY GROUP TRUST Real Estate 156.0 $4K 0.00% $28.38 -6.8%
1003 NCNO NCINO INC Technology 270.0 $4K 0.00% $16.35 +23.5%
1004 LGIH LGI HOMES INC Consumer Cyclical 69.0 $4K 0.00% +12.0 +21.1% $63.68 -11.4%
1005 BUNGE GLOBAL SA 41.0 $4K 0.00% $106.73
1006 BIT BLACKROCK MULTI SECTOR INC T Financial Services 345.0 $4K 0.00% NEW $12.52 -3.7%
1007 U UNITY SOFTWARE INC Technology 151.0 $4K 0.00% +150.0 +10000.0% $28.58 +63.5%
1008 BGC BGC GROUP INC Financial Services 403.0 $4K 0.00% $10.69 +3.6%
1009 TTMI TTM TECHNOLOGIES INC Technology 23.0 $4K 0.00% +9.0 +64.3% $187.00 -32.8%
1010 UMBF UMB FINL CORP Financial Services 30.0 $4K 0.00% +11.0 +57.9% $142.77 +5.1%
1011 USPH U S PHYSICAL THERAPY Healthcare 62.0 $4K 0.00% $68.68 +13.9%
1012 GATX GATX CORP Industrials 24.0 $4K 0.00% $177.21 +0.6%
1013 BBD BANCO BRADESCO S A Financial Services 1,218.0 $4K 0.00% +468.0 +62.4% $3.47 -12.4%
1014 SLDE SLIDE INS HLDGS INC Financial Services 218.0 $4K 0.00% +92.0 +73.0% $19.37 +14.9%
1015 HIX WESTERN ASSET HIGH INCOM FD Financial Services 1,066.0 $4K 0.00% +12.0 +1.1% $3.96 +0.0%
1016 EMN EASTMAN CHEM CO Basic Materials 63.0 $4K 0.00% -1.0 -1.6% $66.98 +9.0%
1017 SLVM SYLVAMO CORP Basic Materials 111.0 $4K 0.00% -1.0 -0.9% $37.80 -2.3%
1018 CHE CHEMED CORP NEW Healthcare 9.0 $4K 0.00% $465.78 +13.6%
1019 GRDN GUARDIAN PHARMACY SVCS INC Healthcare 100.0 $4K 0.00% +12.0 +13.6% $41.87 -8.6%
1020 EL LAUDER ESTEE COS INC Consumer Defensive 53.0 $4K 0.00% $78.94 +6.7%
Page 51 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%