WPG Advisers’s Alger Concentrated Equity ETF CNEQ Stock Holding History

WPG Advisers’s Portfolio CNEQ Stock Details CNEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.32M	Buy	+153,165	New	+$5.83M	3.72%	5

Other funds holding CNEQ

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWMG

Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EFG

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

CRI

Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

WPG Advisers's CNEQ Position: Q2 2026 in Review

WPG Advisers opened a new position in Alger Concentrated Equity ETF (CNEQ) in Q2 2026: 153,165 shares worth $6.32M. The stake represents 3.72% of the portfolio and ranks #5 among its holdings.

46 funds tracked by Wall St. Rank hold CNEQ as of Q2 2026.

WPG Advisers held 153,165 shares of Alger Concentrated Equity ETF worth $6.32M as of Q2 2026.
Alger Concentrated Equity ETF was a new WPG Advisers position in Q2 2026.
Alger Concentrated Equity ETF made up 3.72% of WPG Advisers's portfolio in Q2 2026, its #5 holding.
46 funds tracked by Wall St. Rank held Alger Concentrated Equity ETF as of Q2 2026.

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