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Portfolio (Quarterly) Guide ↗

WPG Advisers, LLC

· CIK 0002067343
13F Portfolio $135M AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1477 New
Page 7 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ALAB ASTERA LABS INC Technology 936.0 $156K 0.12% NEW $166.36 +79.0%
122 CAH CARDINAL HEALTH INC Healthcare 740.0 $152K 0.11% NEW $205.50 -2.4%
123 APH AMPHENOL CORP NEW Technology 1,118.0 $151K 0.11% NEW $135.14 -7.6%
124 VZ VERIZON COMMUNICATIONS INC Communication Services 3,626.0 $148K 0.11% NEW $40.73 +17.4%
125 MS MORGAN STANLEY Financial Services 818.0 $145K 0.11% NEW $177.53 +12.9%
126 TMUS T-MOBILE US INC Communication Services 694.0 $141K 0.10% NEW $203.04 -6.3%
127 BSV VANGUARD BD INDEX FDS 1,764.0 $139K 0.10% NEW $78.81 -1.2%
128 AHR AMERICAN HEALTHCARE REIT INC Real Estate 2,934.0 $138K 0.10% NEW $47.06 +6.5%
129 SILA SILA REALTY TRUST INC Real Estate 5,916.0 $138K 0.10% NEW $23.31 +29.8%
130 IWM ISHARES TR 558.0 $137K 0.10% NEW $246.16 +14.8%
131 PEP PEPSICO INC Consumer Defensive 953.0 $137K 0.10% NEW $143.52 +3.7%
132 KO COCA COLA CO Consumer Defensive 1,954.0 $137K 0.10% NEW $69.91 +16.1%
133 DGRO ISHARES TR 1,947.0 $135K 0.10% NEW $69.42 +6.8%
134 MCO MOODYS CORP Financial Services 264.0 $135K 0.10% NEW $510.85 -12.8%
135 MBB ISHARES TR 1,406.0 $134K 0.10% NEW $95.22 -1.4%
136 VCSH VANGUARD SCOTTSDALE FDS 1,655.0 $132K 0.10% NEW $79.73 -1.0%
137 HEICO CORP NEW 513.0 $129K 0.10% NEW $252.43
138 HD HOME DEPOT INC Consumer Cyclical 373.0 $128K 0.10% NEW $344.10 -8.8%
139 SHOP SHOPIFY INC Technology 780.0 $126K 0.09% NEW $160.97 -34.8%
140 UNH UNITEDHEALTH GROUP INC Healthcare 380.0 $125K 0.09% NEW $330.11 +16.1%
Page 7 of 74  ·  1,477 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
Financial Services 29.2%
Technology 28.1%
Consumer Cyclical 9.8%
Communication Services 7.9%
Healthcare 7.8%
Industrials 7.2%
Consumer Defensive 3.1%
Utilities 2.0%
Energy 1.9%
Basic Materials 1.5%