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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 64 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 CALUMET INC 41.0 $1K 0.00% NEW $36.02
1262 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 31.0 $1K 0.00% $47.13 +1.3%
1263 TD TORONTO DOMINION BK ONT Financial Services 12.0 $1K 0.00% $121.42 +0.2%
1264 SAN BANCO SANTANDER SA Financial Services 105.0 $1K 0.00% $13.80 +3.6%
1265 ADC AGREE RLTY CORP Real Estate 19.0 $1K 0.00% $75.74 -1.9%
1266 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 27.0 $1K 0.00% +23.0 +575.0% $52.67 +23.5%
1267 SATS ECHOSTAR CORP Technology 14.0 $1K 0.00% $101.50 -14.3%
1268 LH LABCORP HOLDINGS INC Healthcare 5.0 $1K 0.00% $280.00 +16.2%
1269 EWJ ISHARES INC 15.0 $1K 0.00% $93.27 +2.4%
1270 RIOT RIOT PLATFORMS INC Financial Services 51.0 $1K 0.00% NEW $27.37 -30.8%
1271 CACI CACI INTL INC Technology 3.0 $1K 0.00% $463.33 +42.2%
1272 J JACOBS SOLUTIONS INC Industrials 11.0 $1K 0.00% -2.0 -15.4% $126.00 +13.9%
1273 DORM DORMAN PRODS INC Consumer Cyclical 10.0 $1K 0.00% $136.50 -2.3%
1274 AUR AURORA INNOVATION INC Technology 200.0 $1K 0.00% $6.82 -9.8%
1275 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 12.0 $1K 0.00% +1.0 +9.1% $111.75 -6.6%
1276 HLIO HELIOS TECHNOLOGIES INC Industrials 15.0 $1K 0.00% NEW $89.27 -11.4%
1277 REZI RESIDEO TECHNOLOGIES INC Industrials 43.0 $1K 0.00% $31.09 -32.6%
1278 TDY TELEDYNE TECHNOLOGIES INC Technology 2.0 $1K 0.00% $667.00 +0.2%
1279 ECG EVERUS CONSTR GROUP Industrials 8.0 $1K 0.00% $166.00 -21.5%
1280 ERC ALLSPRING MULTI SECTOR INCOM Financial Services 142.0 $1K 0.00% -9.0 -6.0% $9.21 -0.0%
Page 64 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%