WPG Advisers’s SM Energy SM Stock Holding History

WPG Advisers’s Portfolio SM Stock Details SM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$809	Hold	31	–	–	﹤0.01%	1367
2026 Q1	$967	Buy	+31	New	+$707	﹤0.01%	1262

Other funds holding SM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WPG Advisers's SM Position: Q2 2026 in Review

WPG Advisers held its SM Energy (SM) position steady in Q2 2026 at 31 shares worth $809. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

WPG Advisers first reported a position in SM in Q1 2026 and has held it in 2 quarters since. The position peaked at $967 in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

WPG Advisers held 31 shares of SM Energy worth $809 as of Q2 2026.
WPG Advisers left its SM Energy share count unchanged in Q2 2026.
SM Energy made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #1367 holding.
WPG Advisers first reported a position in SM Energy in Q1 2026 and has held it in 2 quarters since.
WPG Advisers's SM Energy position peaked at $967 in Q1 2026.
498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

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