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WhiteOak Capital Special Opportunities Fund

WhiteOak Capital Mutual FundThematic FundActiveAs of 2026-07-31
Holdings
89
Broad portfolio
Top 10 weight
33%
Concentration
Strategy
Active
Portfolio style
Equity
90%
Asset allocation

Portfolio

31Sectors2Large positions15.7%Top: Banks0.0%Cash

Market-cap allocation

Large cap34%
Mid cap7%
Small cap42%

Asset allocation

Equity90%

Top holdings

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Portfolio insights

Portfolio read

  • 90% equity.
  • Large-cap exposure is 34%.
  • Largest equity sector is Banks at 15.7%.

Watchpoints

  • Review concentration alongside the fund mandate.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in Thematic Fund.

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Sector exposure

Showing top sectors from the current portfolio.

Banks15.7%
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