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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 67 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 SPYX SPDR SERIES TRUST 17.0 $1K 0.00% $61.12 +3.1%
1322 XHR XENIA HOTELS & RESORTS INC Real Estate 51.0 $1K 0.00% NEW $20.35 -5.2%
1323 LSTR LANDSTAR SYS INC Industrials 5.0 $1K 0.00% $206.80 -8.8%
1324 MWA MUELLER WTR PRODS INC Industrials 40.0 $1K 0.00% $25.82 -4.0%
1325 PB PROSPERITY BANCSHARES INC Financial Services 14.0 $1K 0.00% NEW $73.00 +1.9%
1326 AMG AFFILIATED MANAGERS GROUP Financial Services 3.0 $1K 0.00% $338.33 +8.0%
1327 CTO CTO RLTY GROWTH INC NEW Real Estate 47.0 $1K 0.00% $21.51 +1.6%
1328 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 63.0 $1K 0.00% $16.03 +12.7%
1329 BRBR BELLRING BRANDS INC Consumer Defensive 78.0 $1K 0.00% NEW $12.94 -18.6%
1330 DXC DXC TECHNOLOGY CO Technology 114.0 $1K 0.00% +1.0 +0.9% $8.85 +18.6%
1331 CIM CHIMERA INVT CORP Real Estate 75.0 $1K 0.00% $13.35 -12.3%
1332 CORPAY INC 3.0 $1K 0.00% $333.33
1333 WAFD WAFD INC Financial Services 26.0 $998.0 0.00% $38.38 -2.4%
1334 CMS CMS ENERGY CORP Utilities 13.0 $995.0 0.00% $76.54 -6.5%
1335 FNF FIDELITY NATL FINL INC Financial Services 21.0 $990.0 0.00% $47.14 +3.9%
1336 UMH UMH PPTYS INC Real Estate 65.0 $984.0 0.00% $15.14 +7.1%
1337 SMA SMARTSTOP SELF STORAG REIT I Real Estate 30.0 $975.0 0.00% $32.50 +4.5%
1338 OI O-I GLASS INC Consumer Cyclical 101.0 $973.0 0.00% +1.0 +1.0% $9.63 -33.5%
1339 CRTO CRITEO S A Communication Services 53.0 $969.0 0.00% $18.28 -0.0%
1340 PSF COHEN & STEERS SELECT PFD & Financial Services 48.0 $966.0 0.00% +1.0 +2.1% $20.12 -3.7%
Page 67 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%