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Portfolio (Quarterly) Guide ↗

WPG Advisers, LLC

· CIK 0002067343
13F Portfolio $170M AUM 1,549 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 117 New 576 Added 292 Reduced 44 Exited
Page 66 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 ALK ALASKA AIR GROUP INC Industrials 23.0 $1K 0.00% NEW $52.22 -19.0%
1302 BDC BELDEN INC Technology 10.0 $1K 0.00% +2.0 +25.0% $119.90 -3.9%
1303 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 16.0 $1K 0.00% $74.81 -2.2%
1304 PRVA PRIVIA HEALTH GROUP INC Healthcare 46.0 $1K 0.00% $25.74 -19.2%
1305 QIAGEN NV 30.0 $1K 0.00% $39.10
1306 MLM MARTIN MARIETTA MATLS INC Basic Materials 2.0 $1K 0.00% $576.50 -7.9%
1307 GHC GRAHAM HLDGS CO Consumer Defensive 1.0 $1K 0.00% $1141.00 +1.8%
1308 MAS MASCO CORP Industrials 14.0 $1K 0.00% $81.36 -10.0%
1309 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 14.0 $1K 0.00% $81.14 -9.8%
1310 NVST ENVISTA HOLDINGS CORPORATION Healthcare 43.0 $1K 0.00% $26.35 +3.0%
1311 RPRX ROYALTY PHARMA PLC Healthcare 20.0 $1K 0.00% $56.05 +8.6%
1312 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 13.0 $1K 0.00% $86.08 +17.2%
1313 FCEL FUELCELL ENERGY INC Industrials 31.0 $1K 0.00% $36.00 -50.7%
1314 HLNE HAMILTON LANE INC Financial Services 14.0 $1K 0.00% +13.0 +1300.0% $78.86 +34.5%
1315 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 39.0 $1K 0.00% NEW $28.23 +4.8%
1316 OSIS OSI SYSTEMS INC Technology 5.0 $1K 0.00% -32.0 -86.5% $218.80 -5.6%
1317 SLV ISHARES SILVER TR Financial Services 20.0 $1K 0.00% $53.45 +12.3%
1318 NHS NEUBERGER HIGH YIELD ST FD I Financial Services 169.0 $1K 0.00% NEW $6.24 -4.4%
1319 MRNA MODERNA INC Healthcare 15.0 $1K 0.00% $70.00 +97.1%
1320 ICLR ICON PUB LTD CO Healthcare 6.0 $1K 0.00% $173.67 -2.1%
Page 66 of 78  ·  1,549 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
Technology 30.8%
Financial Services 30.3%
Consumer Cyclical 8.5%
Healthcare 7.8%
Industrials 7.0%
Communication Services 5.8%
Consumer Defensive 3.0%
Energy 2.2%
Utilities 1.8%
Basic Materials 1.5%