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Bogart Wealth LLC’s W&T Offshore WTI Stock Holding History

Bogart Wealth LLC’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 		$410 Buy
+130
New +$482 ﹤0.01% 1832

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

Bogart Wealth LLC's WTI Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in W&T Offshore (WTI) in Q2 2026: 130 shares worth $410. The stake represents ﹤0.01% of the portfolio and ranks #1832 among its holdings.

177 funds tracked by Wall St. Rank hold WTI as of Q2 2026.

  • Bogart Wealth LLC held 130 shares of W&T Offshore worth $410 as of Q2 2026.
  • W&T Offshore was a new Bogart Wealth LLC position in Q2 2026.
  • W&T Offshore made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1832 holding.
  • 177 funds tracked by Wall St. Rank held W&T Offshore as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.