WA
BETA

WPG Advisers’s Beta Technologies Inc BETA Stock Holding History

WPG Advisers’s Portfolio BETA Stock Details BETA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$50 Sell
3
-124
-98% -$2.06K ﹤0.01% 1540
2026
Q1 		$1.87K Buy
127
+112
+747% +$2.3K ﹤0.01% 1101
2025
Q4 		$423 Buy
+15
New +$448 ﹤0.01% 1400

Other funds holding BETA

GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
LSA
Liberty Street Advisors New York $507M AUM 59.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MM
Marino Management Westport, Connecticut $480M AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCA
Corps Capital Advisors Southlake, Texas $124M AUM 58.4% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

WPG Advisers's BETA Position: Q2 2026 in Review

WPG Advisers reduced its Beta Technologies Inc (BETA) stake by 98% in Q2 2026, selling an estimated $2.06K and leaving 3 shares worth $50. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

WPG Advisers first reported a position in BETA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.87K in Q1 2026. 59 funds tracked by Wall St. Rank hold BETA as of Q2 2026.

  • WPG Advisers held 3 shares of Beta Technologies Inc worth $50 as of Q2 2026.
  • WPG Advisers sold 124 Beta Technologies Inc shares in Q2 2026, an estimated $2.06K.
  • Beta Technologies Inc made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #1540 holding.
  • WPG Advisers first reported a position in Beta Technologies Inc in Q4 2025 and has held it in 3 quarters since.
  • WPG Advisers's Beta Technologies Inc position peaked at $1.87K in Q1 2026.
  • 59 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.