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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 74 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 VNOM VIPER ENERGY INC Energy 9.0 $382.0 $42.44 +2.2%
1462 BRIGHTSTAR LOTTERY PLC 35.0 $375.0 $10.71
1463 IONQ IONQ INC Technology 7.0 $373.0 $53.29 -15.8%
1464 RYZ RYERSON HLDG CORP Consumer Defensive 15.0 $369.0 NEW $24.60 +13.0%
1465 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 11.0 $367.0 $33.36 -23.6%
1466 MNDY MONDAY COM LTD Technology 5.0 $362.0 $72.40 +19.9%
1467 FENI FIDELITY COVINGTON TRUST 9.0 $361.0 $40.11 +3.5%
1468 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 7.0 $361.0 $51.57 +7.7%
1469 PEGA PEGASYSTEMS INC Technology 12.0 $360.0 NEW $30.00 +8.6%
1470 ONON ON HLDG AG Consumer Cyclical 10.0 $354.0 $35.40 -11.8%
1471 CNP CENTERPOINT ENERGY INC Utilities 8.0 $352.0 $44.00 -7.0%
1472 CDRE CADRE HLDGS INC Industrials 12.0 $342.0 $28.50 +16.1%
1473 DFIV DIMENSIONAL ETF TRUST 6.0 $324.0 $54.00 +7.4%
1474 MAGS LISTED FDS TR 5.0 $322.0 $64.40 +3.7%
1475 APPF APPFOLIO INC Technology 2.0 $321.0 $160.50 +25.3%
1476 GAMB GAMBLING COM GROUP LIMITED Consumer Cyclical 169.0 $321.0 $1.90 +0.6%
1477 Z ZILLOW GROUP INC Communication Services 10.0 $315.0 $31.50 +10.3%
1478 USLM UNITED STS LIME & MINERALS I Basic Materials 3.0 $314.0 $104.67 +13.1%
1479 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 18.0 $313.0 $17.39 +9.9%
1480 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 4.0 $308.0 -2.0 -33.3% $77.00 -0.3%
Page 74 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%