Wpg Advisers, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $107 Billion distributed in 1427 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $7.8B, Ishares Msci Intl Quality Fact with a value of $5.13B, Schwab Strategic Tr Us Dividen with a value of $4.86B, Sila Realty Trust Inc with a value of $4.29B, and Ishares Core S&P 500 ETF with a value of $4.22B.
Examining the 13F form we can see an decrease of $376M in the current position value, from $108B to 107B.
Also it can be appreciated an additional of 97 stocks purchases and 126 closed positions.
Wpg Advisers, LLC is based out at Baltimore, MD
Below you can find more details about Wpg Advisers, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$107 Billion
ETFs: $53 Billion
Technology: $12.3 Billion
Financial Services: $7.05 Billion
Consumer Cyclical: $5.74 Billion
Healthcare: $5.43 Billion
Industrials: $3.89 Billion
Communication Services: $3.5 Billion
Consumer Defensive: $2.45 Billion
Other: $3.03 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
