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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 72 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 OKTA OKTA INC Technology 4.0 $346.0 NEW $86.50 +3.4%
1422 KALU KAISER ALUMINUM CORP Basic Materials 3.0 $345.0 NEW $115.00 +47.3%
1423 TFSL TFS FINL CORP Financial Services 25.0 $335.0 NEW $13.40 +17.4%
1424 MAGS LISTED FDS TR 5.0 $330.0 NEW $66.00 +5.3%
1425 FENI FIDELITY COVINGTON TRUST 9.0 $329.0 NEW $36.56 +9.5%
1426 MADISON SQUARE GARDEN ENTMT 6.0 $323.0 NEW $53.83
1427 CNP CENTERPOINT ENERGY INC Utilities 8.0 $307.0 NEW $38.38 +10.7%
1428 DFIV DIMENSIONAL ETF TRUST 6.0 $299.0 NEW $49.83 +12.0%
1429 HUN HUNTSMAN CORP Basic Materials 29.0 $290.0 NEW $10.00 +43.8%
1430 CWAN CLEARWATER ANALYTICS HLDGS I Technology 12.0 $289.0 NEW $24.08 +1.1%
1431 PLMR PALOMAR HLDGS INC Financial Services 2.0 $270.0 NEW $135.00 -14.2%
1432 AES AES CORP Utilities 18.0 $258.0 NEW $14.33 +2.5%
1433 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 11.0 $253.0 NEW $23.00 +1.6%
1434 MGPI MGP INGREDIENTS INC NEW Consumer Defensive 10.0 $243.0 NEW $24.30 -25.5%
1435 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 1.0 $243.0 NEW $243.00 +0.2%
1436 FOLD AMICUS THERAPEUTICS INC Healthcare 17.0 $242.0 NEW $14.24 +1.8%
1437 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 23.0 $240.0 NEW $10.43 -6.1%
1438 QURE UNIQURE NV Healthcare 10.0 $239.0 NEW $23.90 +2.9%
1439 VYX NCR VOYIX CORPORATION Technology 23.0 $235.0 NEW $10.22 -36.7%
1440 FCEL FUELCELL ENERGY INC Industrials 31.0 $227.0 NEW $7.32 +260.3%
Page 72 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%