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Home > Institutional Investor > Wpg Advisers, Llc > Profile

Instuitional Investor - Wpg Advisers, Llc

Fund Profile
Filing Period:
Fund Name: Wpg Advisers, Llc
Portfolio Value $118,572,703
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 16,575 $9,143,433 7.71%
2.
Ishares Tr - MSCI INTL QUALTY
 138,431 $5,982,988 5.05%
3.
Ishares Trust
 IEF 9,057 $5,623,491 4.74%
4.
Schwab Strategic Trust
 FNDF 152,992 $4,468,896 3.77%
5.
Schwab Strategic Trust
 FNDF 167,206 $4,430,959 3.74%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)