WPG Advisers, LLC - Portfolio overview

WPG Advisers, LLC has 1592 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. QQQ - INVESCO QQQ TR, 7.69%
2. IVV - ISHARES TR, 6.40%
3. AIRR - FIRST TR EXCHANGE TRADED FD, 5.35%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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