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	–	213
2019 Q4	$23K	Buy	+4,175	New	+$18.6K	0.02%	92

Other funds holding WTI

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return