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Clearstead Advisors’s W&T Offshore WTI Stock Holding History

Clearstead 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 		$271 Buy
+86
New +$319 ﹤0.01% 3098
2025
Q4 		– Sell
-1
Closed -$2 – 3293
2025
Q3 		$2 Buy
+1
New +$2 ﹤0.01% 3085

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

Clearstead Advisors's WTI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in W&T Offshore (WTI) in Q2 2026: 86 shares worth $271. The stake represents ﹤0.01% of the portfolio and ranks #3098 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in WTI as recently as Q3 2025.

Clearstead Advisors first reported a position in WTI in Q3 2025 and has held it in 2 quarters since. 177 funds tracked by Wall St. Rank hold WTI as of Q2 2026.

  • Clearstead Advisors held 86 shares of W&T Offshore worth $271 as of Q2 2026.
  • W&T Offshore was a new Clearstead Advisors position in Q2 2026.
  • W&T Offshore made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3098 holding.
  • Clearstead Advisors first reported a position in W&T Offshore in Q3 2025 and has held it in 2 quarters since.
  • 177 funds tracked by Wall St. Rank held W&T Offshore as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.