Cambridge Investment Research Advisors’s W&T Offshore WTI Stock Holding History

Cambridge Investment Research Advisors’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	$39K	Hold	12,505	–	–	﹤0.01%	3728
2026 Q1	$43K	Hold	12,505	–	–	﹤0.01%	3869
2025 Q4	$20K	Sell	12,505 -210	-2%	-$403	﹤0.01%	3789
2025 Q3	$23K	Hold	12,715	–	–	﹤0.01%	3689
2025 Q2	$21K	Buy	+12,715	New	+$18.7K	﹤0.01%	3578
2025 Q1	–	Sell	-14,027	Closed	-$23K	–	3653
2024 Q4	$23K	Buy	+14,027	New	+$28K	﹤0.01%	3415
2022 Q1	–	Sell	-12,241	Closed	-$40K	–	3329
2021 Q4	$40K	Buy	12,241 +1,573	+15%	+$6.06K	﹤0.01%	3110
2021 Q3	$40K	Sell	10,668 -750	-7%	-$2.68K	﹤0.01%	3037
2021 Q2	$55K	Buy	+11,418	New	+$44.1K	﹤0.01%	3023

Other funds holding WTI

TGIA

Torrey Growth & Income Advisors Del Mar, California $294M AUM 37.95% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Cambridge Investment Research Advisors's WTI Position: Q2 2026 in Review

Cambridge Investment Research Advisors held its W&T Offshore (WTI) position steady in Q2 2026 at 12,505 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #3728.

Cambridge Investment Research Advisors first reported a position in WTI in Q2 2021 and has held it in 9 quarters since. The position peaked at $55K in Q2 2021. 31 funds tracked by Wall St. Rank hold WTI as of Q2 2026.

Cambridge Investment Research Advisors held 12,505 shares of W&T Offshore worth $39K as of Q2 2026.
Cambridge Investment Research Advisors left its W&T Offshore share count unchanged in Q2 2026.
W&T Offshore made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3728 holding.
Cambridge Investment Research Advisors first reported a position in W&T Offshore in Q2 2021 and has held it in 9 quarters since.
Cambridge Investment Research Advisors's W&T Offshore position peaked at $55K in Q2 2021.
31 funds tracked by Wall St. Rank held W&T Offshore as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.