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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 $128,947,799
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 16,717 $10,036,385 7.78%
2.
Ishares Trust
 IEF 9,708 $6,497,564 5.04%
3.
Ishares Tr - MSCI INTL QUALTY
 144,946 $6,405,164 4.97%
4.
Schwab Strategic Trust
 FNDF 167,440 $5,343,010 4.14%
5.
First Tr Exchange Traded Fd - RBA INDL ETF
 52,998 $5,123,847 3.97%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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