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Portfolio (Quarterly) Guide ↗

WPG Advisers, LLC

· CIK 0002067343
13F Portfolio $135M AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1477 New
Page 53 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 FSV FIRSTSERVICE CORP NEW Real Estate 18.0 $3K 0.00% NEW $155.56 -15.4%
1042 HRL HORMEL FOODS CORP Consumer Defensive 118.0 $3K 0.00% NEW $23.70 -10.4%
1043 NGVT INGEVITY CORP Basic Materials 47.0 $3K 0.00% NEW $59.17 +12.7%
1044 JAMES HARDIE INDS PLC 134.0 $3K 0.00% NEW $20.75
1045 ENB ENBRIDGE INC Energy 58.0 $3K 0.00% NEW $47.83 +21.4%
1046 ACAD ACADIA PHARMACEUTICALS INC Healthcare 103.0 $3K 0.00% NEW $26.71 -21.0%
1047 QIAGEN NV 61.0 $3K 0.00% NEW $44.97
1048 EXACT SCIENCES CORP 27.0 $3K 0.00% NEW $101.56
1049 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 182.0 $3K 0.00% NEW $15.06 -32.5%
1050 AFG AMERICAN FINL GROUP INC OHIO Financial Services 20.0 $3K 0.00% NEW $136.70 -0.0%
1051 FTDR FRONTDOOR INC Consumer Cyclical 47.0 $3K 0.00% NEW $57.68 +6.3%
1052 YETI YETI HLDGS INC Consumer Cyclical 61.0 $3K 0.00% NEW $44.16 +2.4%
1053 OCCI OFS CREDIT COMPANY INC Financial Services 553.0 $3K 0.00% NEW $4.84 -32.5%
1054 ONB OLD NATL BANCORP IND Financial Services 120.0 $3K 0.00% NEW $22.31 +7.3%
1055 VAL VALARIS LTD Energy 53.0 $3K 0.00% NEW $50.40 +100.7%
1056 ADC AGREE RLTY CORP Real Estate 37.0 $3K 0.00% NEW $72.03 +4.8%
1057 CACI CACI INTL INC Technology 5.0 $3K 0.00% NEW $532.80 -5.9%
1058 GRDN GUARDIAN PHARMACY SVCS INC Healthcare 88.0 $3K 0.00% NEW $30.09 +27.9%
1059 RVT ROYCE SMALL CAP TRUST INC Financial Services 164.0 $3K 0.00% NEW $16.10 +13.7%
1060 HLIT HARMONIC INC Technology 266.0 $3K 0.00% NEW $9.89 +53.7%
Page 53 of 74  ·  1,477 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 29.2%
Technology 28.1%
Consumer Cyclical 9.8%
Communication Services 7.9%
Healthcare 7.8%
Industrials 7.2%
Consumer Defensive 3.1%
Utilities 2.0%
Energy 1.9%
Basic Materials 1.5%