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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 6 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 APH AMPHENOL CORP Technology 1,178.0 $208K 0.12% +208.0 +21.4% $176.32 -3.1%
102 ESGD ISHARES TR 1,974.0 $203K 0.12% $102.81 +4.6%
103 SEIM SEI EXCHANGE TRADED FUNDS 3,560.0 $200K 0.12% -278.0 -7.2% $56.15 -0.4%
104 AZN ASTRAZENECA PLC Healthcare 1,054.0 $200K 0.12% -145.0 -12.1% $189.62 -17.3%
105 MS MORGAN STANLEY Financial Services 946.0 $198K 0.12% +188.0 +24.8% $209.04 +4.4%
106 WELL WELLTOWER INC Real Estate 871.0 $198K 0.12% +37.0 +4.4% $226.97 +3.7%
107 AMAT APPLIED MATLS INC Technology 271.0 $196K 0.12% +39.0 +16.8% $723.00 -26.0%
108 SEIV SEI EXCHANGE TRADED FUNDS 3,992.0 $192K 0.11% -294.0 -6.9% $48.00 +6.3%
109 HOOD ROBINHOOD MKTS INC Financial Services 1,905.0 $191K 0.11% -346.0 -15.4% $100.28 -4.0%
110 SYFI AB ACTIVE ETFS INC 5,211.0 $186K 0.11% $35.72 -0.1%
111 TJX TJX COS INC NEW Consumer Cyclical 1,216.0 $184K 0.11% +201.0 +19.8% $151.50 -0.4%
112 SPACE EXPLORATION TECHN CORP 1,046.0 $179K 0.10% NEW $170.86
113 PAAA PGIM ETF TR 3,473.0 $178K 0.10% +61.0 +1.8% $51.27 +0.3%
114 KO COCA COLA CO Consumer Defensive 2,182.0 $177K 0.10% +509.0 +30.4% $81.27 +7.0%
115 HD HOME DEPOT INC Consumer Cyclical 500.0 $176K 0.10% +128.0 +34.4% $352.68 -4.2%
116 VZ VERIZON COMMUNICATIONS INC Communication Services 4,134.0 $175K 0.10% +504.0 +13.9% $42.34 +13.5%
117 CAH CARDINAL HEALTH INC Healthcare 736.0 $175K 0.10% -143.0 -16.3% $237.56 -0.8%
118 UNH UNITEDHEALTH GROUP INC Healthcare 412.0 $171K 0.10% +90.0 +27.9% $415.63 -4.8%
119 EMLC VANECK ETF TRUST 6,606.0 $169K 0.10% +396.0 +6.4% $25.56 +0.3%
120 IWM ISHARES TR 558.0 $168K 0.10% $300.45 +1.2%
Page 6 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%