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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
+2.37%
1 Year Est. Return
+9.8%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$342M
AUM Growth
+$53.2M
(+18%)
Cap. Flow
+$55.3M
Cap. Flow
% of AUM
16.17%
Top 10 Holdings %
Top 10 Hldgs %
97.68%
Holding
18
New
2
Increased
11
Reduced
–
Closed
2
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Sprott Physical Gold
PHYS
|
+$26.9M |
| 2 |
Frontline
FRO
|
+$4.57M |
| 3 |
DHT Holdings
DHT
|
+$4.5M |
| 4 |
Sprott Physical Silver Trust
PSLV
|
+$4.36M |
| 5 |
Sprott Uranium Miners ETF
URNM
|
+$4.21M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
CMBT
CMB.TECH NV
CMBT
|
+$474K |
| 2 |
Dorian LPG
LPG
|
+$141K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 69.21% |
| 2 | Energy | 5.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Crocs
CROX
$6.34B
| $237M | 69.21% |
2,852,280
| – | – |
|
|
2
Sprott Physical Gold
PHYS
$15.9B
| $33.4M | 9.75% |
941,220
+727,533
| +340% | +$26.9M |
|
|
3
Sprott Physical Silver Trust
PSLV
$13.5B
| $24.6M | 7.18% |
1,007,557
+159,765
| +19% | +$4.36M |
|
4
Amplify Junior Silver Miners ETF
SILJ
$3.97B
| $11.5M | 3.35% |
385,439
+90,800
| +31% | +$3.01M |
|
5
Global X Silver Miners ETF NEW
SIL
$4.82B
| $6.89M | 2.01% |
76,482
+5,930
| +8% | +$584K |
|
|
6
Frontline
FRO
$9.13B
| $5.21M | 1.52% |
+149,560
| New | +$4.57M |
|
|
7
DHT Holdings
DHT
$3.14B
| $5.16M | 1.51% |
+282,600
| New | +$4.5M |
|
|
8
Sprott Uranium Miners ETF
URNM
$2.01B
| $4.55M | 1.33% |
71,981
+61,651
| +597% | +$4.21M |
|
|
PPLT
9
abrdn Physical Platinum Shares ETF
PPLT
$2.03B
| $4.09M | 1.2% |
229,700
+117,700
| +105% | +$2.35M |
|
10
Petrobras Class A
PBR.A
$104B
| $2.1M | 0.62% |
112,265
+68,765
| +158% | +$1.02M |
|
11
Canadian Natural Resources
CNQ
$99.5B
| $2.02M | 0.59% |
41,487
+31,887
| +332% | +$1.31M |
|
12
Golar LNG
GLNG
$5.24B
| $2M | 0.58% |
36,888
+31,658
| +605% | +$1.4M |
|
13
ExxonMobil
XOM
$660B
| $1.85M | 0.54% |
10,905
+9,185
| +534% | +$1.34M |
|
14
Sprott Junior Uranium Miners ETF
URNJ
$362M
| $1.18M | 0.34% |
40,250
+11,810
| +42% | +$379K |
|
15
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.73B
| $455K | 0.13% |
2,500
| – | – |
|
16
iShares Bitcoin Trust
IBIT
$46.6B
| $428K | 0.13% |
11,150
| – | – |
|
|
17
Dorian LPG
LPG
$2B
| – | – |
-6,109
| Closed | -$141K |
|
|
CMBT
18
CMB.TECH NV
CMBT
$4.98B
| – | – |
-51,735
| Closed | -$474K |
|
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WIT Partners Advisory's Q1 2026 Portfolio in Review
As of Q1 2026, WIT Partners Advisory held 18 positions worth $342M, up 18% from $289M the previous quarter. Its ten largest holdings account for 98% of the portfolio.
WIT Partners Advisory deployed $55.3M of net new capital in Q1 2026, opening 2 new positions and adding to 11 existing holdings. Its largest new stake was Frontline: 149,560 shares worth $5.21M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 69% of assets, down from 84% a quarter earlier, followed by Energy.
On the sell side, the most notable exit was CMB.TECH NV, an estimated $474K sold.
- WIT Partners Advisory's largest Q1 2026 buy was Frontline: 149,560 shares worth $5.21M.
- WIT Partners Advisory added most to Sprott Physical Gold in Q1 2026, an estimated $26.9M increase.
- WIT Partners Advisory fully exited CMB.TECH NV in Q1 2026, selling an estimated $474K.
- WIT Partners Advisory's ten largest holdings make up 98% of its $342M portfolio in Q1 2026.
- WIT Partners Advisory opened 2 new positions and closed 2 in Q1 2026.
- WIT Partners Advisory's portfolio value rose 18% quarter-over-quarter to $342M.
Based on WIT Partners Advisory's 13F filing for Q1 2026, filed 6 May 2026.