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WPA
WIT Partners Advisory Portfolio holdings
AUM
$213M
1-Year Est. Return
9.8%
This Fund
S&P 500
This Quarter
Est. Return
+6.56%
1 Year Est. Return
+9.8%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$289M
AUM Growth
+$19.5M
(+7.2%)
Cap. Flow
+$5.94M
Cap. Flow
% of AUM
2.06%
Top 10 Holdings %
Top 10 Hldgs %
99.45%
Holding
18
New
5
Increased
5
Reduced
1
Closed
2
Avg Time Held
1.1
quarters
Top 10 Avg Time Held
1.6
quarters
Top 20 Avg Time Held
1.1
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Sprott Physical Silver Trust
PSLV
|
+$5.93M |
| 2 |
Amplify Junior Silver Miners ETF
SILJ
|
+$2.95M |
| 3 |
Global X Silver Miners ETF NEW
SIL
|
+$1.33M |
| 4 |
Petrobras Class A
PBR.A
|
+$502K |
| 5 |
Sprott Junior Uranium Miners ETF
URNJ
|
+$342K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
SLVR
Sprott Silver Miners & Physical Silver ETF
SLVR
|
+$3.79M |
| 2 |
Sprott Physical Gold
PHYS
|
+$1.98M |
| 3 |
Hafnia
HAFN
|
+$387K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 84.43% |
| 2 | Miscellaneous | 14.96% |
| 3 | Energy | 0.61% |
| 4 | Industrials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Crocs
CROX
$5.66B
| $244M | 84.43% |
2,852,280
| – | – |
2023 Q4
8 quarters
|
|
|
2
Sprott Physical Silver Trust
PSLV
$12.4B
| $19M | 6.59% |
847,792
+323,722
| +62% | +$5.93M |
2025 Q3
1 quarter
|
|
|
3
Amplify Junior Silver Miners ETF
SILJ
$3.55B
| $7.75M | 2.68% |
294,639
+119,639
| +68% | +$2.95M |
2025 Q3
1 quarter
|
|
|
4
Sprott Physical Gold
PHYS
$14.8B
| $6.81M | 2.36% |
213,687
-62,500
| -23% | -$1.98M |
2025 Q3
1 quarter
|
|
|
5
Global X Silver Miners ETF NEW
SIL
$4.51B
| $5.6M | 1.94% |
70,552
+18,052
| +34% | +$1.33M |
2025 Q3
1 quarter
|
|
|
PPLT
6
abrdn Physical Platinum Shares ETF
PPLT
$2.07B
| $1.98M | 0.69% |
112,000
| – | – |
2025 Q3
1 quarter
|
|
|
7
Sprott Junior Uranium Miners ETF
URNJ
$310M
| $681K | 0.24% |
28,440
+12,440
| +78% | +$342K |
2025 Q3
1 quarter
|
|
8
Sprott Uranium Miners ETF
URNM
$1.82B
| $539K | 0.19% |
10,330
+2,830
| +38% | +$164K |
2025 Q3
1 quarter
|
|
9
iShares Bitcoin Trust
IBIT
$67.2B
| $526K | 0.18% |
11,150
| – | – |
2025 Q3
1 quarter
|
|
|
CMBT
10
CMB.TECH NV
CMBT
$5.76B
| $474K | 0.16% |
51,735
| – | – |
2025 Q3
1 quarter
|
|
|
11
Petrobras Class A
PBR.A
$126B
| $466K | 0.16% |
+43,500
| New | +$502K |
2025 Q4
0 quarters
|
|
12
Canadian Natural Resources
CNQ
$99.9B
| $309K | 0.11% |
+9,600
| New | +$311K |
2025 Q4
0 quarters
|
|
13
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$4.1B
| $300K | 0.1% |
2,500
| – | – |
2025 Q3
1 quarter
|
|
14
ExxonMobil
XOM
$674B
| $197K | 0.07% |
+1,720
| New | +$199K |
2025 Q4
0 quarters
|
|
15
Golar LNG
GLNG
$5.02B
| $185K | 0.06% |
+5,230
| New | +$200K |
2025 Q4
0 quarters
|
|
16
Dorian LPG
LPG
$2.45B
| $141K | 0.05% |
+6,109
| New | +$160K |
2025 Q4
0 quarters
|
|
|
17
Hafnia
HAFN
$5.12B
| – | – |
-68,800
| Closed | -$387K | – |
|
|
SLVR
18
Sprott Silver Miners & Physical Silver ETF
SLVR
$695M
| – | – |
-90,000
| Closed | -$3.79M | – |
|
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WIT Partners Advisory's Q4 2025 Portfolio in Review
As of Q4 2025, WIT Partners Advisory held 18 positions worth $289M, up 7.2% from $269M the previous quarter. Its ten largest holdings account for 99% of the portfolio.
WIT Partners Advisory's Q4 2025 filing shows 5 new, 5 increased, 1 reduced and 2 closed positions. Its largest new stake was Petrobras Class A: 43,500 shares worth $466K. The largest sale was Sprott Silver Miners & Physical Silver ETF, an estimated $3.79M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 84% of assets, down from 88% a quarter earlier, followed by Miscellaneous and Energy.
- WIT Partners Advisory's largest Q4 2025 buy was Petrobras Class A: 43,500 shares worth $466K.
- WIT Partners Advisory added most to Sprott Physical Silver Trust in Q4 2025, an estimated $5.93M increase.
- WIT Partners Advisory's biggest Q4 2025 reduction was Sprott Physical Gold, cutting an estimated $1.98M.
- WIT Partners Advisory fully exited Sprott Silver Miners & Physical Silver ETF in Q4 2025, selling an estimated $3.79M.
- WIT Partners Advisory's ten largest holdings make up 99% of its $289M portfolio in Q4 2025.
- WIT Partners Advisory opened 5 new positions and closed 2 in Q4 2025.
- WIT Partners Advisory's portfolio value rose 7.2% quarter-over-quarter to $289M.
Based on WIT Partners Advisory's 13F filing for Q4 2025, filed 28 Jan 2026.