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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 $135,724,315
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 18,262 $10,540,496 7.77%
2.
Ishares Trust
 IEF 13,439 $8,778,539 6.47%
3.
First Tr Exchange Traded Fd - RBA INDL ETF
 66,230 $7,336,975 5.41%
4.
Schwab Strategic Trust
 SCHD 246,532 $7,181,477 5.29%
5.
Ishares Tr - MSCI INTL QUALTY
 127,750 $5,905,883 4.35%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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