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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 72 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 ABNB AIRBNB INC Consumer Cyclical 4.0 $572.0 $143.00 +25.4%
1422 CHRD CHORD ENERGY CORPORATION Energy 5.0 $572.0 NEW $114.40 +24.9%
1423 LULU LULULEMON ATHLETICA INC Consumer Cyclical 5.0 $571.0 $114.20 +1.3%
1424 EXLS EXLSERVICE HLDGS INC Technology 22.0 $569.0 $25.86 +33.6%
1425 CPRX CATALYST PHARMACEUTICALS INC Healthcare 18.0 $566.0 $31.44 +0.1%
1426 ALLE ALLEGION PLC Industrials 4.0 $562.0 $140.50 +15.4%
1427 ACM AECOM Industrials 8.0 $558.0 -10.0 -55.6% $69.75 -10.8%
1428 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 39.0 $551.0 -53.0 -57.6% $14.13 +14.9%
1429 OKTA OKTA INC Technology 4.0 $546.0 $136.50 +4.9%
1430 GOOD GLADSTONE COMMERCIAL CORP Real Estate 44.0 $541.0 $12.30 +5.5%
1431 XLC SELECT SECTOR SPDR TR 5.0 $536.0 $107.20 +3.4%
1432 INOD INNODATA INC Technology 7.0 $529.0 $75.57 -14.9%
1433 HNI HNI CORP Industrials 13.0 $525.0 $40.38 +19.6%
1434 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 30.0 $516.0 $17.20 -4.9%
1435 PLUG PLUG PWR INC Industrials 190.0 $515.0 $2.71 -15.9%
1436 ICFI ICF INTL INC Industrials 7.0 $510.0 $72.86 +18.7%
1437 ENVIRI CORP 23.0 $505.0 NEW $21.96
1438 LTC LTC PPTYS INC Real Estate 13.0 $500.0 $38.46 +5.3%
1439 GHM GRAHAM CORP Industrials 4.0 $495.0 NEW $123.75 -6.7%
1440 JCAP JEFFERSON CAPITAL INC Financial Services 25.0 $487.0 $19.48 +21.4%
Page 72 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%