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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 77 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 WHR WHIRLPOOL CORP Consumer Cyclical 3.0 $118.0 $39.33 +0.7%
1522 MAGN MAGNERA CORP Industrials 10.0 $118.0 $11.80 +1.7%
1523 VSTS VESTIS CORPORATION Industrials 8.0 $116.0 $14.50 -7.5%
1524 PLTK PLAYTIKA HLDG CORP Technology 26.0 $97.0 $3.73 -39.4%
1525 ITGR INTEGER HLDGS CORP Healthcare 1.0 $93.0 $93.00 +34.5%
1526 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 5.0 $93.0 $18.60 -21.1%
1527 MGPI MGP INGREDIENTS INC NEW Consumer Defensive 5.0 $88.0 $17.60 +1.6%
1528 COMP COMPASS INC Technology 7.0 $86.0 $12.29 +0.8%
1529 LW LAMB WESTON HLDGS INC Consumer Defensive 2.0 $86.0 $43.00 +22.1%
1530 SOLV SOLVENTUM CORP Healthcare 1.0 $77.0 $77.00 +12.8%
1531 CNS COHEN & STEERS INC Financial Services 1.0 $76.0 $76.00 +9.7%
1532 ADNT ADIENT PLC Consumer Cyclical 4.0 $74.0 $18.50 +8.6%
1533 BILL BILL HOLDINGS INC Technology 2.0 $72.0 $36.00 +34.7%
1534 NUW NUVEEN AMT-FREE MUN VALUE FD Financial Services 5.0 $72.0 -15.0 -75.0% $14.40 -2.5%
1535 CGON CG ONCOLOGY INC Healthcare 1.0 $71.0 $71.00 +8.6%
1536 UPST UPSTART HLDGS INC Financial Services 2.0 $71.0 $35.50 -16.2%
1537 RHI ROBERT HALF INC. Industrials 2.0 $61.0 $30.50 +39.2%
1538 GLOB GLOBANT S A Technology 2.0 $58.0 $29.00 +25.0%
1539 FTRE FORTREA HLDGS INC Healthcare 3.0 $52.0 $17.33 +4.4%
1540 BETA BETA TECHNOLOGIES INC Industrials 3.0 $50.0 -124.0 -97.6% $16.67 +53.6%
Page 77 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%