WA
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WPG Advisers’s AB Ultra Short Income ETF YEAR Stock Holding History

WPG Advisers’s Portfolio YEAR Stock Details YEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$694K Sell
13,786
-116
-0.8% -$5.84K 0.41% 37
2026
Q1 		$702K Sell
13,902
-6,606
-32% -$334K 0.52% 29
2025
Q4 		$1.04M Sell
20,508
-6,274
-23% -$317K 0.77% 22
2025
Q3 		$1.36M Buy
26,782
+1,813
+7% +$91.7K 1.05% 16
2025
Q2 		$1.26M Sell
24,969
-9,965
-29% -$503K 1.07% 17
2025
Q1 		$1.77M Buy
34,934
+19,966
+133% +$1.01M 1.65% 14
2024
Q4 		$754K Buy
+14,968
New +$757K 0.7% 24

Other funds holding YEAR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

WPG Advisers's YEAR Position: Q2 2026 in Review

WPG Advisers reduced its AB Ultra Short Income ETF (YEAR) stake by 0.83% in Q2 2026, selling an estimated $5.84K and leaving 13,786 shares worth $694K. The position accounts for 0.41% of the portfolio, ranked #37.

WPG Advisers first reported a position in YEAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.77M in Q1 2025. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

  • WPG Advisers held 13,786 shares of AB Ultra Short Income ETF worth $694K as of Q2 2026.
  • WPG Advisers sold 116 AB Ultra Short Income ETF shares in Q2 2026, an estimated $5.84K.
  • AB Ultra Short Income ETF made up 0.41% of WPG Advisers's portfolio in Q2 2026, its #37 holding.
  • WPG Advisers first reported a position in AB Ultra Short Income ETF in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's AB Ultra Short Income ETF position peaked at $1.77M in Q1 2025.
  • 92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

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