WPG Advisers
GRID icon

WPG Advisers’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

WPG Advisers’s Portfolio GRID Stock Details GRID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.02M Sell
33,965
-40
-0.1% -$7.23K 3.26% 7
2026
Q2 		$6.52M Buy
34,005
+4,357
+15% +$818K 3.83% 4
2026
Q1 		$4.85M Buy
29,648
+23,834
+410% +$3.96M 3.57% 6
2025
Q4 		$890K Buy
+5,814
New +$892K 0.66% 26

Other funds holding GRID

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Element Pointe Advisors
Element Pointe Advisors Miami, Florida $709M AUM 14.96% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
WESPAC Advisors SoCal
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

WPG Advisers's GRID Position: Q3 2026 in Review

WPG Advisers reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 0.12% in Q3 2026, selling an estimated $7.23K and leaving 33,965 shares worth $6.02M. The position accounts for 3.26% of the portfolio, ranked #7.

WPG Advisers first reported a position in GRID in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.52M in Q2 2026. 216 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

  • WPG Advisers held 33,965 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $6.02M as of Q3 2026.
  • WPG Advisers sold 40 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2026, an estimated $7.23K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 3.26% of WPG Advisers's portfolio in Q3 2026, its #7 holding.
  • WPG Advisers first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2025 and has held it in 4 quarters since.
  • WPG Advisers's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $6.52M in Q2 2026.
  • 216 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on WPG Advisers's 13F filing for Q3 2026, filed 27 Oct 2026.