WPG Advisers’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

WPG Advisers’s Portfolio OAKM Stock Details OAKM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$288K	Buy	9,819 +5,571	+131%	+$169K	0.16%	77
2026 Q2	$120K	Buy	4,248 +2,398	+130%	+$67.3K	0.07%	168
2026 Q1	$51K	Hold	1,850	–	–	0.04%	281
2025 Q4	$52.5K	Hold	1,850	–	–	0.04%	285
2025 Q3	$49.5K	Buy	+1,850	New	+$48.5K	0.04%	294

Other funds holding OAKM

Choate Investment Advisors Boston, Massachusetts $5.8B AUM 16.84% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return

Beam Wealth Advisors Covington, Louisiana $463M AUM 13.59% 1-Year Est. Return

WPG Advisers's OAKM Position: Q3 2026 in Review

WPG Advisers increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 131% in Q3 2026, buying an estimated $169K and bringing the position to 9,819 shares worth $288K. The position accounts for 0.16% of the portfolio, ranked #77.

WPG Advisers first reported a position in OAKM in Q3 2025 and has held it in 5 quarters since. 93 funds tracked by Wall St. Rank hold OAKM as of Q3 2026.

WPG Advisers held 9,819 shares of Oakmark U.S. Large Cap ETF worth $288K as of Q3 2026.
WPG Advisers bought 5,571 Oakmark U.S. Large Cap ETF shares in Q3 2026, an estimated $169K.
Oakmark U.S. Large Cap ETF made up 0.16% of WPG Advisers's portfolio in Q3 2026, its #77 holding.
WPG Advisers first reported a position in Oakmark U.S. Large Cap ETF in Q3 2025 and has held it in 5 quarters since.
93 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q3 2026.

Based on WPG Advisers's 13F filing for Q3 2026, filed 27 Oct 2026.