Wpg Advisers, LLC Purchases in Q3 2025

Wpg Advisers, LLC

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
224
+ 1.53%
$23.54 - $23.97 $5.27K - $5.37K
14.9K $356M
UPS
United Parcel Service Inc

Industrials
157
+ 47.72%
$82.58 - $105.54 $13K - $16.6K
486 $40.6M
SLB
Schlumberger Limited

Energy
209
+ 62.57%
$32.37 - $37.31 $6.77K - $7.8K
543 $18.7M
AVT
Avnet Inc

Technology
147
+ 32.59%
$49.46 - $56.3 $7.27K - $8.28K
598 $31.3M
MLM
Martin Marietta Materials Inc

Basic Materials
9
+ 47.37%
$546.36 - $631.12 $4.92K - $5.68K
28 $17.6M
ORI
Old Republic International Corp

Financial Services
78
+ 8.11%
$35.74 - $42.47 $2.79K - $3.31K
1.04K $44.2M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
133
+ 158.33%
$52.62 - $61.93 $7K - $8.24K
217 $11.8M
CVS
Cvs Health Corp

Healthcare
60
+ 14.74%
$58.75 - $76.5 $3.53K - $4.59K
467 $35.2M
VIG
Vanguard Dividend Appreciation

ETFs
18
+ 6.38%
N/A
300 $64.8M
HMC
Honda Motor CO LTD

Consumer Cyclical
190
+ 29.69%
$29.11 - $34.85 $5.53K - $6.62K
830 $25.6M
KR
Kroger CO

Consumer Defensive
167
+ 16.82%
$64.52 - $74.35 $10.8K - $12.4K
1.16K $78.2M
SCHP
Schwab Strategic Us Tips ETF

ETFs
199
+ 3.45%
$26.44 - $27.1 $5.26K - $5.39K
5.96K $161M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
121
+ 35.38%
$84.43 - $97.93 $10.2K - $11.8K
463 $39.3M
EXR
Extra Space Storage Inc.

Real Estate
48
New
$134.36 - $152.88 $6.45K - $7.34K
48 $6.77M
NEU
Newmarket Corp

Basic Materials
1
+ 2.33%
$680.5 - $848.94 $681 - $849
44 $36.4M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
175
+ 2.44%
$12.46 - $13.22 $2.18K - $2.31K
7.36K $95.8M
TER
Teradyne, Inc

Technology
11
+ 10.38%
$90.15 - $137.64 $992 - $1.51K
117 $16.1M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
138
+ 2.98%
$20.34 - $21.61 $2.81K - $2.98K
4.77K $103M
FITB
Fifth Third Bancorp

Financial Services
117
+ 30.31%
$40.91 - $46.28 $4.79K - $5.41K
503 $22.4M
BCAT
Black Rock Capital Allocation Trust

ETFs
462
+ 53.29%
$14.56 - $15.29 $6.73K - $7.06K
1.33K $19.7M
UNP
Union Pacific Corp

Industrials
24
+ 18.18%
$214.91 - $237.16 $5.16K - $5.69K
156 $36.9M
SJM
J M Smucker CO

Consumer Defensive
41
+ 21.13%
$102.24 - $113.2 $4.19K - $4.64K
235 $25.5M
PIPR
Piper Sandler Companies

Financial Services
13
+ 50.0%
$284.8 - $369.4 $3.7K - $4.8K
39 $13.5M
AWI
Armstrong World Industries Inc

Industrials
32
New
$163.99 - $199.13 $5.25K - $6.37K
32 $6.27M
WELL
Welltower Inc.

Real Estate
10
+ 5.52%
$150.71 - $178.14 $1.51K - $1.78K
191 $34M
MC
Moelis & CO

Financial Services
66
+ 40.49%
$64.0 - $77.75 $4.22K - $5.13K
229 $16.3M
NTCT
Netscout Systems Inc

Technology
229
+ 92.34%
$20.77 - $26.06 $4.76K - $5.97K
477 $12.3M
XYL
Xylem Inc.

Industrials
40
+ 800.0%
$129.67 - $147.5 $5.19K - $5.9K
45 $6.64M
BSTZ
Black Rock Science & Technology Trust Ii

N/A
210
+ 22.32%
$20.33 - $22.62 $4.27K - $4.75K
1.15K $25.5M
RGA
Reinsurance Group Of America Inc

Financial Services
44
+ 10.09%
$177.1 - $199.23 $7.79K - $8.77K
480 $92.2M
SPXC
Spx Corp

Industrials
26
+ 56.52%
$168.95 - $204.31 $4.39K - $5.31K
72 $13.4M
Npk International Inc
506
New
N/A
506 $5.72M
VRNS
Varonis Systems Inc

Technology
77
+ 47.53%
$49.58 - $59.83 $3.82K - $4.61K
239 $13.7M
WST
West Pharmaceutical Services Inc

Healthcare
18
+ 100.0%
$210.08 - $279.1 $3.78K - $5.02K
36 $9.44M
CRS
Carpenter Technology Corp

Industrials
22
New
$232.4 - $287.42 $5.11K - $6.32K
22 $5.4M
VVV
Valvoline Inc

Energy
163
+ 57.39%
$35.02 - $40.67 $5.71K - $6.63K
447 $16.1M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
121
+ 0.8%
$24.11 - $24.94 $2.92K - $3.02K
15.3K $382M
NLOK
Norton Life Lock Inc.

Technology
247
+ 14.51%
N/A
1.95K $55.3M
NGG
National Grid PLC

Utilities
74
+ 104.23%
$67.98 - $74.38 $5.03K - $5.5K
145 $10.5M
MBB
Ishares Tr

ETFs
37
+ 2.69%
$92.46 - $95.73 $3.42K - $3.54K
1.41K $134M
EQIX
Equinix Inc

Real Estate
7
+ 31.82%
$756.7 - $811.13 $5.3K - $5.68K
29 $22.7M
WM
Waste Management Inc

Industrials
31
+ 14.62%
$213.88 - $237.1 $6.63K - $7.35K
243 $53.7M
BDX
Becton Dickinson & CO

Healthcare
21
+ 28.38%
$172.41 - $199.66 $3.62K - $4.19K
95 $17.8M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
968
+ 16.39%
$5.79 - $5.98 $5.6K - $5.79K
6.87K $39.9M
NOK
Nokia Corp

Technology
1.16K
+ 74.79%
$4.05 - $5.23 $4.69K - $6.05K
2.7K $13M
IRBO
Ishares Robotics & Artificial

ETFs
109
New
N/A
109 $4.99M
CELH
Celsius Holdings, Inc.

Consumer Defensive
85
New
$42.74 - $62.88 $3.63K - $5.34K
85 $4.89M
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
469
+ 360.77%
$9.32 - $10.2 $4.37K - $4.78K
599 $6.11M
Penguin Solutions Inc
181
New
N/A
181 $4.76M
Activity Summary
Buys All Purchases 467 New Holdings 68 Increased Positions 399 Sells All Sells 443 Reductions 443 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wpg Advisers, LLC Portfolio

Follow Wpg Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wpg Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wpg Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email