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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 59 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 ON ON SEMICONDUCTOR CORP Technology 25.0 $2K 0.00% $94.56 -16.0%
1162 VSNT VERSANT MEDIA GROUP INC Industrials 65.0 $2K 0.00% -24.0 -27.0% $36.02 +9.6%
1163 PBR PETROLEO BRASILEIRO S A Energy 144.0 $2K 0.00% $16.16 +12.5%
1164 SONY SONY GROUP CORP Technology 115.0 $2K 0.00% $20.06 +16.8%
1165 ROG ROGERS CORP Technology 14.0 $2K 0.00% +4.0 +40.0% $163.71 -16.5%
1166 DHI D R HORTON INC Consumer Cyclical 14.0 $2K 0.00% $162.86 -10.5%
1167 SOMNIGROUP INTERNATIONAL INC 29.0 $2K 0.00% NEW $78.41
1168 AVB AVALONBAY CMNTYS INC Real Estate 12.0 $2K 0.00% $188.67 -2.4%
1169 MTH MERITAGE HOMES CORP Consumer Cyclical 27.0 $2K 0.00% $83.85 -15.7%
1170 GPN GLOBAL PMTS INC Industrials 31.0 $2K 0.00% $72.55 +24.6%
1171 OGS ONE GAS INC Utilities 29.0 $2K 0.00% $77.07 +5.2%
1172 SFL SFL CORPORATION LTD Industrials 217.0 $2K 0.00% +47.0 +27.6% $10.20 +21.9%
1173 PTEN PATTERSON-UTI ENERGY INC Energy 240.0 $2K 0.00% +108.0 +81.8% $9.18 +32.1%
1174 SU SUNCOR ENERGY INC NEW Energy 41.0 $2K 0.00% $53.68 +26.1%
1175 FSS FEDERAL SIGNAL CORP Industrials 17.0 $2K 0.00% $128.47 -5.1%
1176 ZETA ZETA GLOBAL HOLDINGS CORP Technology 110.0 $2K 0.00% $19.68 +43.4%
1177 ERIE ERIE INDTY CO Financial Services 9.0 $2K 0.00% $239.78 +7.2%
1178 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 178.0 $2K 0.00% -247.0 -58.1% $12.12 -3.4%
1179 CPNG COUPANG INC Consumer Cyclical 124.0 $2K 0.00% $17.37 -10.3%
1180 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 77.0 $2K 0.00% +57.0 +285.0% $27.92 -15.9%
Page 59 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%