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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 65 of 74  ·  1,476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 CORPAY INC 3.0 $873.0 0.00% $291.00
1282 PNR PENTAIR PLC Industrials 10.0 $871.0 0.00% $87.10 -14.8%
1283 CTO CTO RLTY GROWTH INC NEW Real Estate 47.0 $869.0 0.00% -23.0 -32.9% $18.49 +10.8%
1284 RELY REMITLY GLOBAL INC Technology 55.0 $862.0 0.00% $15.67 +37.7%
1285 TRNO TERRENO RLTY CORP Real Estate 14.0 $860.0 0.00% $61.43 +7.7%
1286 BL BLACKLINE INC Technology 23.0 $851.0 0.00% -72.0 -75.8% $37.00 -21.8%
1287 BROWN FORMAN CORP 32.0 $846.0 0.00% $26.44
1288 MAS MASCO CORP Industrials 14.0 $845.0 0.00% $60.36 +11.3%
1289 ADUS ADDUS HOMECARE CORP Healthcare 9.0 $843.0 0.00% -5.0 -35.7% $93.67 -0.4%
1290 OVV OVINTIV INC Energy 14.0 $831.0 0.00% $59.36 -0.8%
1291 AMG AFFILIATED MANAGERS GROUP Financial Services 3.0 $830.0 0.00% $276.67 +9.4%
1292 ALC ALCON AG Healthcare 11.0 $829.0 0.00% $75.36 -9.9%
1293 AUR AURORA INNOVATION INC Technology 200.0 $824.0 0.00% $4.12 +74.0%
1294 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 11.0 $818.0 0.00% $74.36 -32.4%
1295 WAFD WAFD INC Financial Services 26.0 $816.0 0.00% $31.38 +13.0%
1296 BANC BANC OF CALIFORNIA INC Financial Services 46.0 $809.0 0.00% $17.59 +7.0%
1297 LSTR LANDSTAR SYS INC Industrials 5.0 $802.0 0.00% $160.40 +19.1%
1298 KEX KIRBY CORP Industrials 6.0 $797.0 0.00% $132.83 +9.6%
1299 FAF FIRST AMERN FINL CORP Financial Services 13.0 $784.0 0.00% -12.0 -48.0% $60.31 +12.5%
1300 TPB TURNING PT BRANDS INC Consumer Defensive 9.0 $781.0 0.00% NEW $86.78 +5.1%
Page 65 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%