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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 65 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 RITM RITHM CAPITAL CORP Real Estate 139.0 $1K 0.00% $9.39 +9.5%
1282 EXPD EXPEDITORS INTL WASH INC Industrials 8.0 $1K 0.00% $163.00 +14.7%
1283 LYG LLOYDS BANKING GROUP PLC Financial Services 223.0 $1K 0.00% $5.83 +4.4%
1284 EXPO EXPONENT INC Industrials 22.0 $1K 0.00% $58.77 +16.1%
1285 RWT REDWOOD TRUST INC Real Estate 272.0 $1K 0.00% $4.74 -0.5%
1286 CRAI CRA INTL INC Industrials 9.0 $1K 0.00% $142.33 +19.1%
1287 EXPAND ENERGY CORPORATION 14.0 $1K 0.00% +1.0 +7.7% $91.21
1288 AM ANTERO MIDSTREAM CORP Energy 56.0 $1K 0.00% $22.75 -0.8%
1289 FBK FB FINL CORP Financial Services 23.0 $1K 0.00% $55.35 +10.5%
1290 OCCI OFS CREDIT COMPANY INC Financial Services 493.0 $1K 0.00% -96.0 -16.3% $2.56 -2.3%
1291 ACIW ACI WORLDWIDE INC Technology 25.0 $1K 0.00% $50.28 +3.9%
1292 SCVL SHOE STA GROUP INC Consumer Cyclical 84.0 $1K 0.00% -36.0 -30.0% $14.83 +5.2%
1293 FIS FIDELITY NATL INFORMATION SV Technology 32.0 $1K 0.00% -9.0 -21.9% $38.88 +6.9%
1294 SNPE DBX ETF TR 18.0 $1K 0.00% $68.83 +3.2%
1295 RELY REMITLY GLOBAL INC Technology 55.0 $1K 0.00% $22.42 +15.2%
1296 STWD STARWOOD PPTY TR INC Real Estate 75.0 $1K 0.00% +1.0 +1.4% $16.39 -1.2%
1297 BLW BLACKROCK LTD DURATION INCOM Financial Services 98.0 $1K 0.00% NEW $12.49 +2.2%
1298 KVUE KENVUE INC Consumer Defensive 64.0 $1K 0.00% NEW $19.11 -0.6%
1299 PVLA PALVELLA THERAPEUTICS INC NE Healthcare 8.0 $1K 0.00% $152.88 -0.8%
1300 QTWO Q2 HLDGS INC Technology 25.0 $1K 0.00% $48.12 +33.4%
Page 65 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%