Wpg Advisers, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $119 Billion distributed in 1428 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 $9.14B, Ishares Msci Intl Quality Fact with a value of $5.98B, Ishares Core S&P 500 ETF with a value of $5.62B, Schwab Strategic Tr Us Large C with a value of $4.47B, and Schwab Strategic Tr Us Dividen with a value of $4.43B.
Examining the 13F form we can see an increase of $11.3B in the current position value, from $107B to 119B.
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
$119 Billion
ETFs: $62 Billion
Technology: $14.8 Billion
Financial Services: $6.89 Billion
Consumer Cyclical: $6.22 Billion
Healthcare: $4.63 Billion
Communication Services: $4.05 Billion
Industrials: $4.01 Billion
Consumer Defensive: $2.32 Billion
Other: $3.09 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
