Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s W&T Offshore WTI Stock Holding History

Carson Wealth (CWM 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
Q1 		$68.6K Buy
20,127
+6,329
+46% +$15.7K ﹤0.01% 3566
2025
Q4 		$22K Sell
13,798
-3,110
-18% -$5.97K ﹤0.01% 4131
2025
Q3 		$31K Buy
16,908
+10,904
+182% +$19.4K ﹤0.01% 3870
2025
Q2 		$10K Sell
6,004
-10,370
-63% -$15.3K ﹤0.01% 4320
2025
Q1 		$25K Buy
16,374
+7,695
+89% +$12.7K ﹤0.01% 3523
2024
Q4 		$14K Sell
8,679
-1,719
-17% -$3.44K ﹤0.01% 3694
2024
Q3 		$22K Buy
10,398
+7,454
+253% +$16.6K ﹤0.01% 3306
2024
Q2 		$6K Buy
2,944
+2,407
+448% +$5.59K ﹤0.01% 3819
2024
Q1 		$1K Buy
537
+140
+35% +$400 ﹤0.01% 4242
2023
Q4 		$1K Buy
397
+214
+117% +$789 ﹤0.01% 4068
2023
Q3 		$1K Sell
183
-92
-33% -$380 ﹤0.01% 4108
2023
Q2 		$1K Sell
275
-158
-36% -$680 ﹤0.01% 4099
2023
Q1 		$2K Sell
433
-228
-34% -$1.27K ﹤0.01% 3718
2022
Q4 		$4K Buy
661
+228
+53% +$1.57K ﹤0.01% 3345
2022
Q3 		$3K Buy
433
+158
+57% +$864 ﹤0.01% 3382
2022
Q2 		$1K Buy
275
+35
+15% +$197 ﹤0.01% 3677
2022
Q1 		$1K Buy
+240
New +$1.06K ﹤0.01% 3441

Other funds holding WTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WTI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its W&T Offshore (WTI) stake by 46% in Q1 2026, buying an estimated $15.7K and bringing the position to 20,127 shares worth $68.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3566.

Carson Wealth (CWM LLC) first reported a position in WTI in Q1 2022 and has held it in 17 quarters since. 165 funds tracked by Wall St. Rank hold WTI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 20,127 shares of W&T Offshore worth $68.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,329 W&T Offshore shares in Q1 2026, an estimated $15.7K.
  • W&T Offshore made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3566 holding.
  • Carson Wealth (CWM LLC) first reported a position in W&T Offshore in Q1 2022 and has held it in 17 quarters since.
  • 165 funds tracked by Wall St. Rank held W&T Offshore as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.