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Portfolio (Quarterly) Guide ↗

WPG Advisers, LLC

· CIK 0002067343
13F Portfolio $136M AUM 1,476 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 70 New 313 Added 663 Reduced 71 Exited
Page 9 of 74  ·  1,476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NOC NORTHROP GRUMMAN CORP Industrials 136.0 $93K 0.07% $682.24 -19.2%
162 HEICO CORP NEW 438.0 $92K 0.07% -75.0 -14.6% $211.09
163 TXN TEXAS INSTRS INC Technology 471.0 $91K 0.07% -4.0 -0.8% $194.14 +57.0%
164 MPC MARATHON PETE CORP Energy 371.0 $91K 0.07% -20.0 -5.1% $244.18 +1.7%
165 RGA REINSURANCE GROUP AMER INC Financial Services 443.0 $90K 0.07% -5.0 -1.1% $204.16 +4.9%
166 CRWV COREWEAVE INC Technology 1,159.0 $90K 0.07% +143.0 +14.1% $77.47 +38.9%
167 INTU INTUIT Technology 206.0 $89K 0.07% -61.0 -22.9% $432.38 -29.0%
168 TRV TRAVELERS COMPANIES INC Financial Services 301.0 $88K 0.07% -39.0 -11.5% $291.68 +5.2%
169 JCI JOHNSON CONTROLS INTERNATION Industrials 670.0 $88K 0.07% -68.0 -9.2% $130.95 +3.5%
170 UNH UNITEDHEALTH GROUP INC Healthcare 322.0 $87K 0.06% -58.0 -15.3% $270.59 +41.7%
171 ESGE ISHARES INC 1,907.0 $87K 0.06% $45.47 +15.8%
172 BA BOEING CO Industrials 434.0 $86K 0.06% -57.0 -11.6% $199.03 +10.3%
173 KR KROGER CO Consumer Defensive 1,190.0 $86K 0.06% -178.0 -13.0% $72.36 -7.3%
174 UNM UNUM GROUP Financial Services 1,156.0 $84K 0.06% -175.0 -13.2% $73.03 +14.8%
175 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 907.0 $84K 0.06% -190.0 -17.3% $92.31 +0.0%
176 CLIP GLOBAL X FDS 832.0 $84K 0.06% -44.0 -5.0% $100.36 -0.1%
177 CMCSA COMCAST CORP NEW Communication Services 2,865.0 $82K 0.06% +64.0 +2.3% $28.71 -12.6%
178 CDNS CADENCE DESIGN SYSTEM INC Technology 296.0 $82K 0.06% +7.0 +2.4% $277.87 +29.0%
179 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 8,913.0 $82K 0.06% -138.0 -1.5% $9.21 +13.1%
180 NTRA NATERA INC Healthcare 406.0 $81K 0.06% +33.0 +8.8% $199.99 +1.9%
Page 9 of 74  ·  1,476 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 29.7%
Technology 26.9%
Consumer Cyclical 9.1%
Healthcare 8.5%
Industrials 7.6%
Communication Services 7.4%
Consumer Defensive 3.3%
Energy 2.7%
Basic Materials 1.8%
Utilities 1.7%