WFAG
OAKI

Worth Financial Advisory Group’s Oakmark International Large Cap ETF OAKI Stock Holding History

Worth Financial Advisory Group’s Portfolio OAKI Stock Details OAKI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$289K Buy
+11,208
New +$284K 0.12% 155

Other funds holding OAKI

NIM
Natixis Investment Managers Boston, Massachusetts $173M AUM
ACM
Appalachian Capital Management St Clairsville, Ohio $138M AUM
MWM
MBE Wealth Management Tomah, Wisconsin $284M AUM 22.67% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Worth Financial Advisory Group's OAKI Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Oakmark International Large Cap ETF (OAKI) in Q2 2026: 11,208 shares worth $289K. The stake represents 0.12% of the portfolio and ranks #155 among its holdings.

6 funds tracked by Wall St. Rank hold OAKI as of Q2 2026.

  • Worth Financial Advisory Group held 11,208 shares of Oakmark International Large Cap ETF worth $289K as of Q2 2026.
  • Oakmark International Large Cap ETF was a new Worth Financial Advisory Group position in Q2 2026.
  • Oakmark International Large Cap ETF made up 0.12% of Worth Financial Advisory Group's portfolio in Q2 2026, its #155 holding.
  • 6 funds tracked by Wall St. Rank held Oakmark International Large Cap ETF as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.