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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 61 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 DXC DXC TECHNOLOGY CO Technology 104.0 $2K 0.00% NEW $14.65 -35.2%
1202 RITM RITHM CAPITAL CORP Real Estate 139.0 $2K 0.00% NEW $10.90 -15.0%
1203 EVER EVERQUOTE INC Communication Services 56.0 $2K 0.00% NEW $27.00 -30.1%
1204 REZI RESIDEO TECHNOLOGIES INC Industrials 43.0 $2K 0.00% NEW $35.12 -18.1%
1205 ATO ATMOS ENERGY CORP Utilities 9.0 $2K 0.00% NEW $167.67 +6.0%
1206 FIVE FIVE BELOW INC Consumer Cyclical 8.0 $2K 0.00% NEW $188.38 +16.5%
1207 RWT REDWOOD TRUST INC Real Estate 272.0 $2K 0.00% NEW $5.53 -4.5%
1208 WRBY WARBY PARKER INC Healthcare 69.0 $2K 0.00% NEW $21.80 +15.1%
1209 ADUS ADDUS HOMECARE CORP Healthcare 14.0 $2K 0.00% NEW $107.36 -13.7%
1210 CELC CELCUITY INC Healthcare 15.0 $1K 0.00% NEW $99.73 +38.6%
1211 PCG PG&E CORP Utilities 93.0 $1K 0.00% NEW $16.08 +2.6%
1212 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 24.0 $1K 0.00% NEW $60.88 -20.8%
1213 SHOO MADDEN STEVEN LTD Consumer Cyclical 35.0 $1K 0.00% NEW $41.63 +0.7%
1214 ARHS ARHAUS INC Consumer Cyclical 128.0 $1K 0.00% NEW $11.21 -43.6%
1215 NMIH NMI HLDGS INC Financial Services 35.0 $1K 0.00% NEW $40.80 -8.3%
1216 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 61.0 $1K 0.00% NEW $23.39 +21.7%
1217 FNB F N B CORP Financial Services 83.0 $1K 0.00% NEW $17.10 +2.5%
1218 TTC TORO CO Industrials 18.0 $1K 0.00% NEW $78.72 +15.3%
1219 CARE CARTER BANKSHARES INC Financial Services 72.0 $1K 0.00% NEW $19.67 +39.5%
1220 RL RALPH LAUREN CORP Consumer Cyclical 4.0 $1K 0.00% NEW $353.50 +6.9%
Page 61 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%