Wpg Advisers, LLC Reduced Holdings in Q1 2025

Wpg Advisers, LLC

  • $107 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
-2.01K
- 13.27%
$8.38 - $8.86 $16.9K - $17.8K
13.1K $110M
WING
Wingstop Inc.

Consumer Cyclical
-49
- 49.49%
$207.0 - $311.93 $10.1K - $15.3K
50 $11.3M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
-1.06K
- 40.48%
$14.19 - $15.67 $15K - $16.5K
1.55K $22.5M
AKAM
Akamai Technologies Inc

Technology
-121
- 26.42%
N/A
337 $27.1M
Linde PLC
-103
- 15.35%
N/A
568 $264M
MSCI
Msci Inc.

Financial Services
-21
- 16.03%
$541.46 - $628.34 $11.4K - $13.2K
110 $62.2M
AZO
Autozone Inc

Consumer Cyclical
-15
- 22.39%
$3193.96 - $3828.11 $47.9K - $57.4K
52 $198M
HSY
Hershey CO

Consumer Defensive
-98
- 26.42%
$144.74 - $186.36 $14.2K - $18.3K
273 $46.7M
STE
Steris PLC

Healthcare
-87
- 46.03%
$202.46 - $232.74 $17.6K - $20.2K
102 $23.1M
CION
Cion Investment Corp

Financial Services
-1.06K
- 23.23%
$10.35 - $12.55 $11K - $13.3K
3.5K $36.2M
GIS
General Mills Inc

Consumer Defensive
-186
- 18.22%
$57.56 - $65.3 $10.7K - $12.1K
835 $49.9M
AMP
Ameriprise Financial Inc

Financial Services
-22
- 24.18%
$472.29 - $575.13 $10.4K - $12.7K
69 $33.4M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-47
- 8.44%
$308.87 - $383.33 $14.5K - $18K
510 $167M
TTE
Total Energies Se

Energy
-294
- 70.5%
N/A
123 $7.96M
CPB
Campbell Soup CO

Consumer Defensive
-330
- 41.41%
$37.29 - $42.04 $12.3K - $13.9K
467 $18.6M
CYBR
Cyber Ark Software Ltd.

Technology
-47
- 17.67%
$312.8 - $414.31 $14.7K - $19.5K
219 $74M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
-1.45K
- 35.48%
$10.13 - $10.52 $14.7K - $15.3K
2.64K $27.2M
WTM
White Mountains Insurance Group LTD

Financial Services
-7
- 15.22%
$1818.58 - $1983.07 $12.7K - $13.9K
39 $75.1M
CTAS
Cintas Corp

Industrials
-94
- 41.96%
$182.09 - $208.14 $17.1K - $19.6K
130 $26.7M
AVK
Advent Convertible & Income Fund

Financial Services
-1.19K
- 57.8%
$11.44 - $12.34 $13.6K - $14.7K
868 $10M
MS
Morgan Stanley

Financial Services
-80
- 14.95%
$111.68 - $141.08 $8.93K - $11.3K
455 $53.1M
BR
Broadridge Financial Solutions, Inc.

Technology
-69
- 41.07%
$221.46 - $244.83 $15.3K - $16.9K
99 $24M
NOG
Northern Oil & Gas, Inc.

Energy
-351
- 73.58%
$26.89 - $42.07 $9.44K - $14.8K
126 $3.81M
DKNG
Draft Kings Inc.

Consumer Cyclical
-194
- 10.61%
$33.21 - $53.49 $6.44K - $10.4K
1.64K $54.3M
CSL
Carlisle Companies Inc

Industrials
-36
- 81.82%
$326.43 - $408.24 $11.8K - $14.7K
8 $2.72M
VRSN
Verisign Inc

Technology
-102
- 38.2%
$205.1 - $254.74 $20.9K - $26K
165 $41.9M
WRB
Berkley W R Corp

Financial Services
-434
- 30.61%
$56.7 - $71.27 $24.6K - $30.9K
984 $70M
VNT
Vontier Corp

Technology
-296
- 35.92%
$32.1 - $40.32 $9.5K - $11.9K
528 $17.3M
ADBE
Adobe Inc.

Technology
-7
- 4.38%
$377.84 - $464.11 $2.64K - $3.25K
153 $58.7M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-1.64K
- 26.16%
$7.89 - $8.07 $12.9K - $13.2K
4.63K $36.9M
DEO
Diageo PLC

Consumer Defensive
-75
- 39.89%
$104.79 - $126.12 $7.86K - $9.46K
113 $11.8M
HRL
Hormel Foods Corp

Consumer Defensive
-372
- 51.24%
$28.29 - $31.52 $10.5K - $11.7K
354 $11M
SNY
Sanofi

Healthcare
-279
- 55.14%
$48.15 - $59.42 $13.4K - $16.6K
227 $12.6M
LMAT
Lemaitre Vascular Inc

Healthcare
-121
- 60.5%
$78.82 - $104.0 $9.54K - $12.6K
79 $6.63M
CHD
Church & Dwight CO Inc

Consumer Defensive
-160
- 14.34%
$101.42 - $113.2 $16.2K - $18.1K
956 $105M
IR
Ingersoll Rand Inc.

Industrials
-119
- 68.0%
$79.44 - $94.23 $9.45K - $11.2K
56 $4.48M
MDB
Mongo Db, Inc.

Technology
-42
- 60.87%
$175.4 - $298.52 $7.37K - $12.5K
27 $4.74M
Nebius Group N.V.
-237
- 24.87%
N/A
716 $15.1M
GNTX
Gentex Corp

Consumer Cyclical
-330
- 50.77%
$23.3 - $28.48 $7.69K - $9.4K
320 $7.46M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-12
- 15.79%
$283.06 - $421.16 $3.4K - $5.05K
64 $18.1M
CASY
Caseys General Stores Inc

Consumer Cyclical
-38
- 25.85%
$378.71 - $442.54 $14.4K - $16.8K
109 $47.3M
SYK
Stryker Corp

Healthcare
-32
- 34.78%
$355.18 - $399.9 $11.4K - $12.8K
60 $22.3M
IEX
Idex Corp

Industrials
-41
- 34.45%
$178.23 - $224.31 $7.31K - $9.2K
78 $14.1M
NVS
Novartis Ag

Healthcare
-144
- 38.71%
$97.14 - $115.57 $14K - $16.6K
228 $25.4M
NU
Nu Holdings Ltd.

Financial Services
-980
- 20.94%
$10.12 - $13.95 $9.92K - $13.7K
3.7K $37.9M
TM
Toyota Motor Corp

Consumer Cyclical
-52
- 66.67%
$176.53 - $195.35 $9.18K - $10.2K
26 $4.59M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-293
- 8.88%
$107.24 - $116.37 $31.4K - $34.1K
3.01K $350M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-245
- 9.08%
$49.67 - $51.43 $12.2K - $12.6K
2.45K $125M
TTEK
Tetra Tech Inc

Industrials
-206
- 51.12%
$28.26 - $42.58 $5.82K - $8.77K
197 $5.76M
Activity Summary
Buys All Purchases 622 New Holdings 97 Increased Positions 525 Sells All Sells 712 Reductions 586 Sold out 126 Options Calls 0 Puts 0
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