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Carolina Wealth Advisors’s W&T Offshore WTI Stock Holding History

Carolina Wealth 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 		$5.9K Buy
+1,873
New +$6.95K ﹤0.01% 222
2020
Q1 		– Sell
-4,175
Closed -$23K – 211
2019
Q4 		$23K Buy
+4,175
New +$18.6K 0.02% 92

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

Carolina Wealth Advisors's WTI Position: Q2 2026 in Review

Carolina Wealth Advisors opened a new position in W&T Offshore (WTI) in Q2 2026: 1,873 shares worth $5.9K. The stake represents ﹤0.01% of the portfolio and ranks #222 among its holdings. This is a return to the name: Carolina Wealth Advisors previously reported a position in WTI as recently as Q4 2019.

Carolina Wealth Advisors first reported a position in WTI in Q4 2019 and has held it in 2 quarters since. The position peaked at $23K in Q4 2019. 177 funds tracked by Wall St. Rank hold WTI as of Q2 2026.

  • Carolina Wealth Advisors held 1,873 shares of W&T Offshore worth $5.9K as of Q2 2026.
  • W&T Offshore was a new Carolina Wealth Advisors position in Q2 2026.
  • W&T Offshore made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #222 holding.
  • Carolina Wealth Advisors first reported a position in W&T Offshore in Q4 2019 and has held it in 2 quarters since.
  • Carolina Wealth Advisors's W&T Offshore position peaked at $23K in Q4 2019.
  • 177 funds tracked by Wall St. Rank held W&T Offshore as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.