Wpg Advisers, LLC Incresed Positions in Q3 2025

Wpg Advisers, LLC

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHW
Schwab Charles Corp

Financial Services
5
+ 0.73%
$91.03 - $98.69 $455 - $493
686 $65.5M
ZION
Zions Bancorporation, National Association

Financial Services
39
+ 15.73%
$51.2 - $59.15 $2K - $2.31K
287 $16.2M
Sandisk Corp
25
+ 312.5%
N/A
33 $3.7M
VTI
Vanguard Total Stock Market Et

ETFs
5
+ 7.14%
$303.93 - $329.86 $1.52K - $1.65K
75 $24.6M
SHEL
Shell PLC

Energy
40
+ 10.18%
$69.82 - $73.93 $2.79K - $2.96K
433 $31M
CE
Celanese Corp

Basic Materials
80
+ 1600.0%
$39.94 - $62.39 $3.2K - $4.99K
85 $3.58M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
27
+ 103.85%
$159.87 - $247.68 $4.32K - $6.69K
53 $9.43M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
31
+ 124.0%
$90.62 - $107.71 $2.81K - $3.34K
56 $5.52M
XLK
Technology Sector Spdr

ETFs
1
+ 0.92%
$250.97 - $282.66 $251 - $283
110 $30.9M
DAL
Delta Air Lines, Inc.

Industrials
8
+ 2.27%
$49.0 - $61.97 $392 - $496
360 $20.4M
HUM
Humana Inc

Healthcare
10
+ 50.0%
$220.41 - $312.0 $2.2K - $3.12K
30 $7.81M
POR
Portland General Electric CO

Utilities
25
+ 4.7%
$39.73 - $44.0 $993 - $1.1K
557 $24.5M
Jacobs Solutions Inc
15
+ 42.86%
N/A
50 $7.49M
EWBC
East West Bancorp Inc

Financial Services
12
+ 4.15%
$97.41 - $109.7 $1.17K - $1.32K
301 $32M
AME
Ametek Inc

Industrials
10
+ 7.69%
$176.44 - $192.03 $1.76K - $1.92K
140 $26.3M
CPB
Campbell Soup CO

Consumer Defensive
53
+ 4.98%
$30.41 - $34.03 $1.61K - $1.8K
1.12K $35.3M
U
Unity Software Inc.

Technology
45
+ 91.84%
$24.01 - $46.53 $1.08K - $2.09K
94 $3.76M
FHN
First Horizon Corp

Financial Services
64
+ 8.01%
$21.16 - $23.23 $1.35K - $1.49K
863 $19.5M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
5
+ 6.49%
$301.44 - $365.84 $1.51K - $1.83K
82 $26.5M
NPFD
Nuveen Variable Rate Preferred & Income Fund

Financial Services
83
+ 7.57%
$18.96 - $20.04 $1.57K - $1.66K
1.18K $23.6M
FSLR
First Solar, Inc.

Technology
3
+ 10.34%
$160.84 - $223.53 $483 - $671
32 $7.06M
Millrose Pptys Inc
58
+ 98.31%
N/A
117 $3.93M
Ncr Atleos Corporation
44
+ 104.76%
N/A
86 $3.38M
NVMI
Nova Ltd.

Technology
2
+ 5.88%
$237.16 - $319.66 $474 - $639
36 $11.5M
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
1
+ 0.78%
$31.45 - $47.79 $31.5 - $47.8
130 $6.21M
PEO
Adams Natural Resources Fund, Inc.

Financial Services
97
+ 78.86%
$20.71 - $22.29 $2.01K - $2.16K
220 $4.73M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
7
+ 10.45%
$156.24 - $190.88 $1.09K - $1.34K
74 $12.3M
LENB
Lennar Corporation Cl B
7
+ 8.33%
N/A
91 $10.9M
VKQ
Invesco Municipal Trust

Financial Services
211
+ 370.18%
$8.95 - $9.65 $1.89K - $2.04K
268 $2.59M
AEP
American Electric Power CO Inc

Utilities
9
+ 7.5%
$103.26 - $115.0 $929 - $1.04K
129 $14.5M
DGX
Quest Diagnostics Inc

Healthcare
2
+ 1.32%
N/A
153 $29.2M
VMO
Invesco Municipal Opportunity Trust

Financial Services
195
+ 70.65%
$8.9 - $9.67 $1.74K - $1.89K
471 $4.56M
PEAK
Healthpeak Properties, Inc.

Real Estate
73
+ 19.73%
N/A
443 $8.48M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
90
+ 10.96%
$18.58 - $19.75 $1.67K - $1.78K
911 $17.4M
LGIH
Lgi Homes, Inc.

Consumer Cyclical
38
+ 115.15%
$50.79 - $67.47 $1.93K - $2.56K
71 $3.67M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
6
+ 0.28%
$50.73 - $52.47 $304 - $315
2.12K $111M
MOS
Mosaic CO

Basic Materials
79
+ 17.1%
$30.93 - $37.81 $2.44K - $2.99K
541 $18.8M
AAL
American Airlines Group Inc.

Industrials
159
+ 12.04%
N/A
1.48K $16.6M
DLR
Digital Realty Trust, Inc.

Real Estate
12
+ 5.83%
$161.21 - $180.02 $1.93K - $2.16K
218 $37.7M
RNR
Renaissancere Holdings LTD

Financial Services
5
+ 11.11%
$231.95 - $253.93 $1.16K - $1.27K
50 $12.7M
SWKS
Skyworks Solutions, Inc.

Technology
20
+ 21.98%
$67.52 - $82.97 $1.35K - $1.66K
111 $8.55M
SF
Stifel Financial Corp

Financial Services
4
+ 2.99%
$105.26 - $116.4 $421 - $466
138 $15.7M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
58
+ 12.69%
$14.53 - $17.13 $843 - $994
515 $8.62M
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
141
+ 183.12%
$10.78 - $11.84 $1.52K - $1.67K
218 $2.54M
RUSHB
Rush Enterpries Inc Cl B

Consumer Cyclical
22
+ 25.88%
$52.26 - $59.84 $1.15K - $1.32K
107 $6.14M
RE
Everest Re Group LTD

Financial Services
1
+ 0.8%
N/A
126 $44.1M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
13
+ 0.24%
$10.01 - $10.55 $130 - $137
5.48K $56.5M
MMYT
Make My Trip LTD

Consumer Cyclical
30
+ 10.99%
N/A
303 $28.4M
D
Dominion Energy, Inc

Utilities
14
+ 9.27%
$56.32 - $62.1 $788 - $869
165 $10.1M
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
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