WPG Advisers, LLC
•CIK: 2067343•Filing: Q4 2025
**WPG Advisers, LLC** manages $135M across a diversified portfolio of 1,477 positions. The fund exhibits significant concentration in core growth and technology sectors, highlighted by top holdings including NDQ at $10.7M and IVV at $8.5M. Further allocations include SCHG ($7.5M) and IQLT ($6.1M), suggesting a tactical tilt toward quality and market-leading indices. This structure indicates a disciplined, large-cap growth mandate within the current market cycle.
Total AUM
$134.7M
QoQ Performance
+4.5%
Positions
1,372
Top 10 Concentration
47.4%
Latest Filing
Q4 2025
Top Holdings Allocation
NDQ
IVV
SCHG
NDQ7.9%
IVV6.3%
SCHG5.6%
IQLT4.5%
AIRR4.3%
MGV3.1%
SCHD2.7%
NVDA2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other70.5%
Technology11.7%
ETF7.7%
Consumer3.5%
Financial1.8%
Healthcare1.7%
Industrial1.2%
Communication1.0%
🚪 Exited Positionssold since Q3 2025
+1245 more exited positions
Changes from Q3 2025
NEW3 new positions
↑111 increased
↓76 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025