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Allworth Financial’s W&T Offshore WTI Stock Holding History

Allworth Financial’s Portfolio WTI Stock Details WTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.7K Buy
6,896
+4,776
+225% +$17.7K ﹤0.01% 3125
2026
Q1 		$7.23K Buy
2,120
+907
+75% +$2.24K ﹤0.01% 3727
2025
Q4 		$1.98K Buy
1,213
+929
+327% +$1.78K ﹤0.01% 4129
2025
Q3 		$517 Buy
+284
New +$504 ﹤0.01% 4427
2024
Q4 		– Sell
-1,987
Closed -$4.27K – 4048
2024
Q3 		$4.27K Sell
1,987
-1,983
-50% -$4.41K ﹤0.01% 2637
2024
Q2 		$9.49K Buy
3,970
+2,624
+195% +$6.09K ﹤0.01% 2241
2024
Q1 		$3.57K Buy
1,346
+604
+81% +$1.73K ﹤0.01% 2553
2023
Q4 		$2.42K Buy
+742
New +$2.74K ﹤0.01% 2595
2023
Q2 		– Sell
-70
Closed -$356 – 3398
2023
Q1 		$356 Hold
70
– – ﹤0.01% 2906
2022
Q4 		$391 Sell
70
-30
-30% -$207 ﹤0.01% 2689
2022
Q3 		$1K Buy
+100
New +$547 ﹤0.01% 2547

Other funds holding WTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's WTI Position: Q2 2026 in Review

Allworth Financial increased its W&T Offshore (WTI) stake by 225% in Q2 2026, buying an estimated $17.7K and bringing the position to 6,896 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3125.

Allworth Financial first reported a position in WTI in Q3 2022 and has held it in 11 quarters since. 177 funds tracked by Wall St. Rank hold WTI as of Q2 2026.

  • Allworth Financial held 6,896 shares of W&T Offshore worth $21.7K as of Q2 2026.
  • Allworth Financial bought 4,776 W&T Offshore shares in Q2 2026, an estimated $17.7K.
  • W&T Offshore made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3125 holding.
  • Allworth Financial first reported a position in W&T Offshore in Q3 2022 and has held it in 11 quarters since.
  • 177 funds tracked by Wall St. Rank held W&T Offshore as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.