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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 76 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 77.0 $209.0 $2.71 -0.5%
1502 SRLN SSGA ACTIVE ETF TR 5.0 $201.0 $40.20 +0.8%
1503 GDRX GOODRX HLDGS INC Healthcare 68.0 $196.0 $2.88 +29.1%
1504 VYX NCR VOYIX CORPORATION Technology 23.0 $188.0 $8.17 -5.8%
1505 RVMD REVOLUTION MEDICINES INC Healthcare 1.0 $187.0 NEW $187.00 +13.4%
1506 AUDC AUDIOCODES LTD Technology 19.0 $184.0 $9.68 +4.7%
1507 OLED UNIVERSAL DISPLAY CORP Technology 2.0 $173.0 -70.0 -97.2% $86.50 +0.2%
1508 VERSIGENT PLC 4.0 $168.0 NEW $42.00
1509 TTD THE TRADE DESK INC Technology 9.0 $163.0 $18.11 -26.0%
1510 ARLO ARLO TECHNOLOGIES INC Industrials 12.0 $162.0 $13.50 +1.6%
1511 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 8.0 $152.0 $19.00 -2.8%
1512 WRBY WARBY PARKER INC Healthcare 5.0 $152.0 $30.40 -15.8%
1513 HELE HELEN OF TROY LTD Consumer Defensive 5.0 $145.0 $29.00 -2.9%
1514 JBT MAREL CORPORATION 1.0 $145.0 -68.0 -98.5% $145.00
1515 SVC SERVICE PPTYS TR Real Estate 84.0 $142.0 $1.69 +378.6%
1516 VRRM VERRA MOBILITY CORP Technology 33.0 $140.0 -57.0 -63.3% $4.24 +8.4%
1517 MMSI MERIT MED SYS INC Healthcare 2.0 $139.0 -56.0 -96.5% $69.50 +29.1%
1518 JOBY JOBY AVIATION INC Industrials 15.0 $134.0 $8.93 -11.5%
1519 MNKD MANNKIND CORP Healthcare 30.0 $128.0 $4.27 -8.6%
1520 WDAY WORKDAY INC Technology 1.0 $122.0 -2.0 -66.7% $122.00 +56.7%
Page 76 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%