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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 53 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 VSDA VICTORY PORTFOLIOS II 65.0 $4K 0.00% $58.18 +3.6%
1042 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 80.0 $4K 0.00% +6.0 +8.1% $47.27 +7.0%
1043 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 7.0 $4K 0.00% $537.00 -2.4%
1044 COGT COGENT BIOSCIENCES INC Healthcare 97.0 $4K 0.00% $38.70 -3.4%
1045 TROW PRICE T ROWE GROUP INC Financial Services 33.0 $4K 0.00% NEW $113.70 -3.0%
1046 HUN HUNTSMAN CORP Basic Materials 352.0 $4K 0.00% +323.0 +1113.8% $10.62 -5.4%
1047 XPO XPO INC Industrials 18.0 $4K 0.00% $205.28 -1.2%
1048 CAG CONAGRA BRANDS INC Consumer Defensive 274.0 $4K 0.00% +23.0 +9.2% $13.46 +15.4%
1049 IESC IES HOLDINGS INC Industrials 5.0 $4K 0.00% +2.0 +66.7% $734.60 +0.6%
1050 KEX KIRBY CORP Industrials 27.0 $4K 0.00% +21.0 +350.0% $135.96 +2.8%
1051 SDHY PGIM SHORT DUR HIG YLD OPP F Financial Services 223.0 $4K 0.00% +86.0 +62.8% $16.39 -0.5%
1052 DNLI DENALI THERAPEUTICS INC Healthcare 142.0 $4K 0.00% +76.0 +115.2% $25.72 -5.5%
1053 PAYX PAYCHEX INC Industrials 37.0 $4K 0.00% +23.0 +164.3% $98.32 +22.0%
1054 BKE BUCKLE INC Consumer Cyclical 86.0 $4K 0.00% $42.20 +2.2%
1055 AXTA AXALTA COATING SYS LTD Basic Materials 106.0 $4K 0.00% $34.22 +3.5%
1056 RFMZ RIVERNORTH FLEXIBLE MUNI INC Financial Services 266.0 $4K 0.00% $13.63 -2.2%
1057 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 121.0 $4K 0.00% +55.0 +83.3% $29.74 -17.5%
1058 GRMN GARMIN LTD Technology 15.0 $4K 0.00% +13.0 +650.0% $237.53 +25.2%
1059 MIR MIRION TECHNOLOGIES INC Industrials 198.0 $4K 0.00% -202.0 -50.5% $17.93 -14.5%
1060 XSOE WISDOMTREE TR 72.0 $4K 0.00% -50.0 -41.0% $49.18 -5.3%
Page 53 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%