Position in IEX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$19,744
+$4,960 QoQ
Shares Held
87
+11.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#569
of 677 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026WPG Advisers, LLC holds $769,352 across 32 Specialty Industrial Machinery names. IEX ranks #9 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
260 | $305,463 | |
| 2 | PH |
Parker-Hannifin Corp
|
86 | $84,118 | |
| 3 | CMI |
Cummins Inc
|
81 | $57,770 | |
| 4 | ETN |
Eaton Corp plc
|
124 | $52,838 | |
| 5 | AME |
Ametek Inc/
|
173 | $41,855 | |
| 6 | OTIS |
Otis Worldwide Corp
|
526 | $37,661 | |
| 7 | GGG |
Graco Inc
|
403 | $30,470 | |
| 8 | ITW |
Illinois Tool Works Inc
|
94 | $25,424 |
All Filings in IEX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,744 | 87 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $14,784 | 78 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $13,701 | 77 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $12,044 | 74 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $16,503 | 94 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $14,115 | 78 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $24,905 | 119 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||