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Atom Investors’s W&T Offshore WTI Stock Holding History

Atom Investors’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
2025
Q4 		– Sell
-18,747
Closed -$34.1K – 833
2025
Q3 		$34.1K Sell
18,747
-10,626
-36% -$18.9K ﹤0.01% 580
2025
Q2 		$48.5K Sell
29,373
-14,521
-33% -$21.4K ﹤0.01% 575
2025
Q1 		$68K Sell
43,894
-519
-1% -$856 0.01% 455
2024
Q4 		$73.7K Sell
44,413
-3,722
-8% -$7.44K 0.01% 458
2024
Q3 		$103K Buy
48,135
+2,443
+5% +$5.43K 0.01% 436
2024
Q2 		$97.8K Buy
+45,692
New +$106K 0.01% 445
2021
Q2 		– Sell
-11,332
Closed -$41K – 357
2021
Q1 		$41K Sell
11,332
-2,769
-20% -$8.61K 0.01% 236
2020
Q4 		$31K Sell
14,101
-12,985
-48% -$25K ﹤0.01% 360
2020
Q3 		$49K Buy
27,086
+5,580
+26% +$12.4K 0.01% 495
2020
Q2 		$49K Buy
+21,506
New +$54.6K 0.01% 380

Other funds holding WTI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return