WPG Advisers’s Liberty All-Star Equity Fund USA Stock Holding History

WPG Advisers’s Portfolio USA Stock Details USA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$27.6K	Buy	4,747 +728	+18%	+$4.2K	0.02%	462
2026 Q1	$22.3K	Buy	4,019 +3,059	+319%	+$18.3K	0.02%	455
2025 Q4	$6.03K	Buy	960 +867	+932%	+$5.4K	﹤0.01%	850
2025 Q3	$590	Buy	93 +2	+2%	+$13	﹤0.01%	1347
2025 Q2	$620	Buy	91 +1	+1%	+$7	﹤0.01%	1329
2025 Q1	$590	Sell	90 -3,563	-98%	-$24.6K	﹤0.01%	1332
2024 Q4	$25.4K	Buy	+3,653	New	+$26.3K	0.02%	416

Other funds holding USA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WPG Advisers's USA Position: Q2 2026 in Review

WPG Advisers increased its Liberty All-Star Equity Fund (USA) stake by 18% in Q2 2026, buying an estimated $4.2K and bringing the position to 4,747 shares worth $27.6K. The position accounts for 0.02% of the portfolio, ranked #462.

WPG Advisers first reported a position in USA in Q4 2024 and has held it in 7 quarters since. 139 funds tracked by Wall St. Rank hold USA as of Q2 2026.

WPG Advisers held 4,747 shares of Liberty All-Star Equity Fund worth $27.6K as of Q2 2026.
WPG Advisers bought 728 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $4.2K.
Liberty All-Star Equity Fund made up 0.02% of WPG Advisers's portfolio in Q2 2026, its #462 holding.
WPG Advisers first reported a position in Liberty All-Star Equity Fund in Q4 2024 and has held it in 7 quarters since.
139 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

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