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WPG Advisers’s Adams Natural Resources Fund PEO Stock Holding History

WPG Advisers’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.8K Buy
599
+146
+32% +$3.8K 0.01% 643
2026
Q1 		$12.6K Buy
453
+201
+80% +$5.08K 0.01% 605
2025
Q4 		$5.47K Buy
252
+32
+15% +$689 ﹤0.01% 878
2025
Q3 		$4.73K Buy
220
+97
+79% +$2.09K ﹤0.01% 918
2025
Q2 		$2.63K Buy
123
+67
+120% +$1.38K ﹤0.01% 1057
2025
Q1 		$1.28K Buy
+56
New +$1.25K ﹤0.01% 1209

Other funds holding PEO

Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BW
Basepoint Wealth Cedar Rapids, Iowa $175M AUM 38.39% 1-Year Est. Return
IFO
Intrepid Family Office Sarasota, Florida $135M AUM 35.66% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

WPG Advisers's PEO Position: Q2 2026 in Review

WPG Advisers increased its Adams Natural Resources Fund (PEO) stake by 32% in Q2 2026, buying an estimated $3.8K and bringing the position to 599 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #643.

WPG Advisers first reported a position in PEO in Q1 2025 and has held it in 6 quarters since. 99 funds tracked by Wall St. Rank hold PEO as of Q2 2026.

  • WPG Advisers held 599 shares of Adams Natural Resources Fund worth $14.8K as of Q2 2026.
  • WPG Advisers bought 146 Adams Natural Resources Fund shares in Q2 2026, an estimated $3.8K.
  • Adams Natural Resources Fund made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #643 holding.
  • WPG Advisers first reported a position in Adams Natural Resources Fund in Q1 2025 and has held it in 6 quarters since.
  • 99 funds tracked by Wall St. Rank held Adams Natural Resources Fund as of Q2 2026.

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