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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 61 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 WFRD WEATHERFORD INTL PLC Energy 24.0 $2K 0.00% $81.50 +12.9%
1202 SR SPIRE INC Utilities 25.0 $2K 0.00% $78.08 +6.5%
1203 HLMN HILLMAN SOLUTIONS CORP Industrials 231.0 $2K 0.00% $8.44 -0.3%
1204 AVY AVERY DENNISON CORP Industrials 12.0 $2K 0.00% $162.33 +9.5%
1205 RFI COHEN & STEERS TOTAL RETURN Financial Services 172.0 $2K 0.00% $11.32 +0.9%
1206 RUN SUNRUN INC Energy 145.0 $2K 0.00% $13.38 -30.8%
1207 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 37.0 $2K 0.00% +26.0 +236.4% $52.16 +2.3%
1208 FBP FIRST BANCORP CORPORATION Financial Services 74.0 $2K 0.00% $26.07 +12.6%
1209 NOG NORTHERN OIL & GAS INC Energy 106.0 $2K 0.00% $18.15 +39.9%
1210 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 24.0 $2K 0.00% $79.21 +2.3%
1211 AYI ACUITY INC Industrials 5.0 $2K 0.00% $376.60 -8.2%
1212 AGG ISHARES TR 19.0 $2K 0.00% $99.00 -1.7%
1213 FIRST HAWAIIAN INC 64.0 $2K 0.00% $29.30
1214 KEY KEYCORP Financial Services 81.0 $2K 0.00% NEW $23.05 -1.1%
1215 OPCH OPTION CARE HEALTH INC Healthcare 89.0 $2K 0.00% +8.0 +9.9% $20.97 +11.7%
1216 TPB TURNING PT BRANDS INC Consumer Defensive 22.0 $2K 0.00% +13.0 +144.4% $84.82 +2.0%
1217 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 112.0 $2K 0.00% +36.0 +47.4% $16.53 +21.0%
1218 MILLROSE PPTYS INC 61.0 $2K 0.00% -76.0 -55.5% $30.05
1219 RLI RLI CORP Financial Services 31.0 $2K 0.00% +10.0 +47.6% $59.06 +8.8%
1220 BLOCK INC 24.0 $2K 0.00% $76.00
Page 61 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%