Wpg Advisers, LLC Sells in Q1 2025

Wpg Advisers, LLC

  • $107 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEX
Idex Corp

Industrials
-41
- 34.45%
$178.23 - $224.31 $7.31K - $9.2K
78 $14.1M
SYK
Stryker Corp

Healthcare
-32
- 34.78%
$355.18 - $399.9 $11.4K - $12.8K
60 $22.3M
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
RS
Reliance Steel & Aluminum CO

Basic Materials
-41
- 50.0%
$266.61 - $302.66 $10.9K - $12.4K
41 $11.8M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-344
- 42.21%
$35.35 - $42.74 $12.2K - $14.7K
471 $19.5M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-147
- 55.89%
$74.5 - $92.3 $11K - $13.6K
116 $10.6M
CRWD
Crowd Strike Holdings, Inc.

Technology
-30
- 43.48%
$308.86 - $455.36 $9.27K - $13.7K
39 $13.8M
IPAR
Inter Parfums Inc

Consumer Defensive
-70
- 68.63%
$113.87 - $144.54 $7.97K - $10.1K
32 $3.64M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
-407
- 4.28%
$11.85 - $13.1 $4.82K - $5.33K
9.09K $110M
MORN
Morningstar, Inc.

Financial Services
-2
- 0.82%
$282.49 - $334.73 $565 - $669
243 $72.9M
CHRD
Oasis Petroleum Inc.

Energy
-82
Closed
$101.34 - $127.78 $8.31K - $10.5K
0 $0
ANSS
Ansys Inc

Technology
-27
- 56.25%
$316.56 - $360.36 $8.55K - $9.73K
21 $6.65M
LEA
Lear Corp

Consumer Cyclical
-69
- 13.42%
$87.96 - $99.36 $6.07K - $6.86K
445 $39.3M
FCN
Fti Consulting, Inc

Industrials
-33
- 22.6%
$160.54 - $198.75 $5.3K - $6.56K
113 $18.5M
NTRA
Natera, Inc.

Healthcare
-25
- 7.27%
$132.63 - $177.0 $3.32K - $4.43K
319 $45.1M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-387
Closed
$23.43 - $25.55 $9.07K - $9.89K
0 $0
MRVL
Marvell Technology, Inc.

Technology
-18
- 10.78%
$61.57 - $126.06 $1.11K - $2.27K
149 $9.17M
MBB
Ishares Tr

ETFs
-128
- 9.76%
$90.37 - $94.08 $11.6K - $12K
1.18K $111M
Smurfit Westrock PLC
-149
- 52.46%
N/A
135 $6.08M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-12
- 3.68%
$221.78 - $273.45 $2.66K - $3.28K
314 $71.5M
HUBB
Hubbell Inc

Industrials
-15
- 31.91%
$330.91 - $456.86 $4.96K - $6.85K
32 $10.6M
PWR
Quanta Services, Inc.

Industrials
-5
- 3.97%
$236.71 - $358.03 $1.18K - $1.79K
121 $30.8M
BHK
Blackrock Core Bond Trust

Financial Services
-866
Closed
$10.15 - $10.86 $8.79K - $9.4K
0 $0
EBAY
Ebay Inc

Consumer Cyclical
-220
- 21.51%
$61.61 - $70.93 $13.6K - $15.6K
803 $54.4M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-189
- 17.37%
$68.32 - $75.06 $12.9K - $14.2K
899 $67.2M
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
-825
- 46.88%
$10.68 - $11.3 $8.81K - $9.32K
935 $10.2M
SPYG
Spdr Portfolio

ETFs
-88
- 41.51%
$80.05 - $92.39 $7.04K - $8.13K
124 $9.93M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-27
- 11.74%
$168.84 - $202.89 $4.56K - $5.48K
203 $35.7M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-231
- 51.33%
$37.07 - $40.63 $8.56K - $9.39K
219 $8.62M
ASX
Ase Technology Holding Co., Ltd.

Technology
-746
- 46.83%
$8.76 - $11.36 $6.53K - $8.47K
847 $7.42M
ARES
Ares Management Corp

Financial Services
-33
- 26.83%
$140.19 - $198.28 $4.63K - $6.54K
90 $13.2M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-127
- 51.63%
$73.71 - $87.55 $9.36K - $11.1K
119 $10.4M
BWA
Borgwarner Inc

Consumer Cyclical
-121
- 7.58%
$27.78 - $32.9 $3.36K - $3.98K
1.48K $42.3M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-66
- 20.63%
$160.89 - $187.27 $10.6K - $12.4K
254 $43.9M
FLO
Flowers Foods Inc

Consumer Defensive
-397
- 72.18%
$18.05 - $20.78 $7.17K - $8.25K
153 $2.91M
PSN
Parsons Corp

Industrials
-91
Closed
$55.35 - $96.44 $5.04K - $8.78K
0 $0
STRL
Sterling Construction CO Inc

Industrials
-41
- 61.19%
$108.65 - $200.56 $4.45K - $8.22K
26 $2.94M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 10.0%
$4295.4 - $5141.88 $4.3K - $5.14K
9 $41.5M
Ferguson Enterprises Inc
-47
Closed
N/A
0 $0
CHDN
Churchill Downs Inc

Consumer Cyclical
-58
- 80.56%
$106.5 - $132.91 $6.18K - $7.71K
14 $1.56M
BCS
Barclays PLC

Financial Services
-996
- 27.79%
$12.69 - $16.25 $12.6K - $16.2K
2.59K $39.8M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-168
- 6.78%
$50.39 - $50.66 $8.47K - $8.51K
2.31K $117M
EXEL
Exelixis, Inc.

Healthcare
-459
- 18.18%
$32.38 - $39.16 $14.9K - $18K
2.07K $76.3M
ICE
Intercontinental Exchange, Inc.

Financial Services
-118
- 22.01%
$142.8 - $176.36 $16.9K - $20.8K
418 $72.1M
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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