Long-term investor
Wpg Advisers, LLC @wpgadvisersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002067343).
Record
- Tracked since 2025-06-30 (434 days), 45 trades recorded
- Returns: week n/a · month n/a · 90 days +11.9% · 6 months +10.2% · 1 year +17.2% · all +17.2%
- Max drawdown -2.3% · Sharpe 0.91 · win rate 37% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 8.3% · long · since 2025-06-30
- IVV · 6.3% · long · since 2025-06-30
- AIRR · 6.0% · long · since 2025-06-30
- GRID · 3.8% · long · since 2025-12-31
- CNEQ · 3.7% · long · since 2026-06-30
- IQLT · 3.6% · long · since 2025-06-30
- MGV · 2.9% · long · since 2025-06-30
- PULS · 2.3% · long · since 2025-06-30
- SCHD · 2.3% · long · since 2025-06-30
- NVDA · 2.1% · long · since 2025-06-30
- IDMO · 2.1% · long · since 2025-09-30
- HTD · 1.8% · long · since 2025-06-30