WA
FDS icon

WPG Advisers’s Factset FDS Stock Holding History

WPG Advisers’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.53K Sell
11
-40
-78% -$9.19K ﹤0.01% 1141
2026
Q1 		$11.1K Sell
51
-41
-45% -$9.57K 0.01% 640
2025
Q4 		$26.7K Buy
92
+40
+77% +$11.2K 0.02% 437
2025
Q3 		$14.9K Sell
52
-28
-35% -$10.7K 0.01% 583
2025
Q2 		$35.8K Sell
80
-11
-12% -$4.82K 0.03% 351
2025
Q1 		$41.4K Hold
91
– – 0.04% 309
2024
Q4 		$43.7K Buy
+91
New +$43.2K 0.04% 315

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WPG Advisers's FDS Position: Q2 2026 in Review

WPG Advisers reduced its Factset (FDS) stake by 78% in Q2 2026, selling an estimated $9.19K and leaving 11 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

WPG Advisers first reported a position in FDS in Q4 2024 and has held it in 7 quarters since. The position peaked at $43.7K in Q4 2024. 767 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • WPG Advisers held 11 shares of Factset worth $2.53K as of Q2 2026.
  • WPG Advisers sold 40 Factset shares in Q2 2026, an estimated $9.19K.
  • Factset made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #1141 holding.
  • WPG Advisers first reported a position in Factset in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Factset position peaked at $43.7K in Q4 2024.
  • 767 funds tracked by Wall St. Rank held Factset as of Q2 2026.

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