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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
Cap. Flow
+$5.94M
Cap. Flow %
2.06%
Top 10 Hldgs %
99.45%
Holding
18
New
5
Increased
5
Reduced
1
Closed
2

Top Buys

Rank Stock Value
1
PSLV icon
Sprott Physical Silver Trust
PSLV
+$5.93M
2
SILJ icon
Amplify Junior Silver Miners ETF
SILJ
+$2.95M
3
SIL icon
Global X Silver Miners ETF NEW
SIL
+$1.33M
4
PBR.A icon
Petrobras Class A
PBR.A
+$502K
5
URNJ icon
Sprott Junior Uranium Miners ETF
URNJ
+$342K

Top Sells

Rank Stock Value
1
SLVR
Sprott Silver Miners & Physical Silver ETF
SLVR
+$3.79M
2
PHYS icon
Sprott Physical Gold
PHYS
+$1.98M
3
HAFN icon
Hafnia
HAFN
+$387K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 84.43%
2 Energy 0.61%
3 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CROX icon
1
Crocs
CROX
$5.91B
$244M 84.43%
2,852,280
– –
PSLV icon
2
Sprott Physical Silver Trust
PSLV
$14B
$19M 6.59%
847,792
+323,722
+62% +$5.93M
SILJ icon
3
Amplify Junior Silver Miners ETF
SILJ
$4.18B
$7.75M 2.68%
294,639
+119,639
+68% +$2.95M
PHYS icon
4
Sprott Physical Gold
PHYS
$16.1B
$6.81M 2.36%
213,687
-62,500
-23% -$1.98M
SIL icon
5
Global X Silver Miners ETF NEW
SIL
$5.25B
$5.6M 1.94%
70,552
+18,052
+34% +$1.33M
PPLT
6
abrdn Physical Platinum Shares ETF
PPLT
$2.12B
$1.98M 0.69%
112,000
– –
URNJ icon
7
Sprott Junior Uranium Miners ETF
URNJ
$361M
$681K 0.24%
28,440
+12,440
+78% +$342K
URNM icon
8
Sprott Uranium Miners ETF
URNM
$2.01B
$539K 0.19%
10,330
+2,830
+38% +$164K
IBIT icon
9
iShares Bitcoin Trust
IBIT
$53.4B
$526K 0.18%
11,150
– –
CMBT
10
CMB.TECH NV
CMBT
$5.12B
$474K 0.16%
51,735
– –
PBR.A icon
11
Petrobras Class A
PBR.A
$110B
$466K 0.16%
+43,500
New +$502K
CNQ icon
12
Canadian Natural Resources
CNQ
$105B
$309K 0.11%
+9,600
New +$311K
XOP icon
13
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.93B
$300K 0.1%
2,500
– –
XOM icon
14
ExxonMobil
XOM
$690B
$197K 0.07%
+1,720
New +$199K
GLNG icon
15
Golar LNG
GLNG
$5.43B
$185K 0.06%
+5,230
New +$200K
LPG icon
16
Dorian LPG
LPG
$2.13B
$141K 0.05%
+6,109
New +$160K
HAFN icon
17
Hafnia
HAFN
$3.95B
– –
-68,800
Closed -$387K
SLVR
18
Sprott Silver Miners & Physical Silver ETF
SLVR
$806M
– –
-90,000
Closed -$3.79M

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4FG
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KCM
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LWP
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EWM
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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 Energy and Industrials.

  • 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.