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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 42 of 74  ·  1,476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 RMBS RAMBUS INC DEL Technology 74.0 $6K 0.01% -25.0 -25.2% $86.03 +66.2%
822 BOOT BOOT BARN HLDGS INC Consumer Cyclical 43.0 $6K 0.01% -27.0 -38.6% $146.35 +5.7%
823 OC OWENS CORNING NEW Industrials 58.0 $6K 0.01% +2.0 +3.6% $108.22 +8.5%
824 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 50.0 $6K 0.01% $125.46 +3.6%
825 ASGI ABRDN GLOBAL INFRA INCOME FU Financial Services 279.0 $6K 0.01% -391.0 -58.4% $22.36 +7.7%
826 MAR MARRIOTT INTL INC NEW Consumer Cyclical 19.0 $6K 0.01% $327.05 +12.9%
827 ISCG ISHARES TR 113.0 $6K 0.01% +1.0 +0.9% $54.59 +13.0%
828 LFST LIFESTANCE HEALTH GROUP INC Healthcare 966.0 $6K 0.01% +494.0 +104.7% $6.37 +16.0%
829 DVA DAVITA INC Healthcare 40.0 $6K 0.01% +3.0 +8.1% $153.70 +29.2%
830 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 41.0 $6K 0.01% +3.0 +7.9% $149.51 +10.2%
831 MTRN MATERION CORP Basic Materials 42.0 $6K 0.00% $144.64 +48.7%
832 PHIN PHINIA INC Consumer Cyclical 88.0 $6K 0.00% +2.0 +2.3% $68.44 +9.3%
833 CLX CLOROX CO DEL Consumer Defensive 58.0 $6K 0.00% -21.0 -26.6% $103.64 -8.2%
834 EIX EDISON INTL Utilities 81.0 $6K 0.00% $73.19 -2.7%
835 BBY BEST BUY INC Consumer Cyclical 92.0 $6K 0.00% +6.0 +7.0% $64.20 -4.0%
836 RYANAIR HOLDINGS PLC 102.0 $6K 0.00% $57.80
837 GLPI GAMING & LEISURE P Real Estate 132.0 $6K 0.00% +109.0 +473.9% $44.37 +7.7%
838 GIC GLOBAL INDUSTRIAL COMPANY Industrials 185.0 $6K 0.00% $31.52 -5.6%
839 INSW INTERNATIONAL SEAWAYS INC Energy 80.0 $6K 0.00% $72.88 +14.6%
840 AFB ALLIANCEBERNSTEIN NATL MUN I Financial Services 535.0 $6K 0.00% +91.0 +20.5% $10.69 +2.4%
Page 42 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%