Creative Planning
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Creative Planning’s W&T Offshore WTI Stock Holding History

Creative Planning’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 		$650K Buy
190,543
+159,459
+513% +$395K ﹤0.01% 2816
2025
Q4 		$50.7K Sell
31,084
-989
-3% -$1.9K ﹤0.01% 3800
2025
Q3 		$58.4K Sell
32,073
-10,812
-25% -$19.2K ﹤0.01% 3744
2025
Q2 		$70.8K Buy
42,885
+12,749
+42% +$18.8K ﹤0.01% 3477
2025
Q1 		$46.7K Sell
30,136
-2,705
-8% -$4.46K ﹤0.01% 3352
2024
Q4 		$54.5K Sell
32,841
-253,906
-89% -$507K ﹤0.01% 3238
2024
Q3 		$617K Buy
286,747
+36,145
+14% +$80.3K ﹤0.01% 1925
2024
Q2 		$536K Buy
250,602
+87,227
+53% +$202K ﹤0.01% 1884
2024
Q1 		$433K Buy
163,375
+107,314
+191% +$307K ﹤0.01% 1955
2023
Q4 		$183K Buy
56,061
+36,859
+192% +$136K ﹤0.01% 2463
2023
Q3 		$84.1K Sell
19,202
-2,954
-13% -$12.2K ﹤0.01% 2414
2023
Q2 		$85.7K Sell
22,156
-4,581
-17% -$19.7K ﹤0.01% 2372
2023
Q1 		$136K Buy
26,737
+8,509
+47% +$47.6K ﹤0.01% 2207
2022
Q4 		$102K Buy
18,228
+2,503
+16% +$17.2K ﹤0.01% 2143
2022
Q3 		$92K Buy
15,725
+950
+6% +$5.2K ﹤0.01% 2039
2022
Q2 		$64K Buy
14,775
+75
+0.5% +$422 ﹤0.01% 2022
2022
Q1 		$56K Hold
14,700
– – ﹤0.01% 2046
2021
Q4 		$47K Sell
14,700
-32,160
-69% -$124K ﹤0.01% 2003
2021
Q3 		$174K Buy
46,860
+32,460
+225% +$116K ﹤0.01% 1884
2021
Q2 		$70K Sell
14,400
-1,685
-10% -$6.5K ﹤0.01% 1909
2021
Q1 		$58K Sell
16,085
-70,708
-81% -$220K ﹤0.01% 2337
2020
Q4 		$188K Buy
86,793
+700
+0.8% +$1.35K ﹤0.01% 1925
2020
Q3 		$155K Buy
86,093
+41,201
+92% +$91.3K ﹤0.01% 1750
2020
Q2 		$102K Buy
44,892
+27,998
+166% +$71.1K ﹤0.01% 1659
2020
Q1 		$29K Buy
16,894
+6,554
+63% +$22.3K ﹤0.01% 1696
2019
Q4 		$57K Hold
10,340
– – ﹤0.01% 1812
2019
Q3 		$45K Hold
10,340
– – ﹤0.01% 1802
2019
Q2 		$51K Hold
10,340
– – ﹤0.01% 1814
2019
Q1 		$71K Hold
10,340
– – ﹤0.01% 1750
2018
Q4 		$43K Buy
+10,340
New +$66K ﹤0.01% 1728
2017
Q4 		– Sell
-83,316
Closed -$254K – 2014
2017
Q3 		$254K Sell
83,316
-20,999
-20% -$44.5K ﹤0.01% 1440
2017
Q2 		$204K Buy
104,315
+102,000
+4,406% +$222K ﹤0.01% 1510
2017
Q1 		$6K Sell
2,315
-24,222
-91% -$69.6K ﹤0.01% 3894
2016
Q4 		$74K Buy
26,537
+25,337
+2,111% +$47.1K ﹤0.01% 2073
2016
Q3 		$2K Sell
1,200
-7,581
-86% -$14.3K ﹤0.01% 4266
2016
Q2 		$20K Sell
8,781
-50,000
-85% -$110K ﹤0.01% 2815
2016
Q1 		$129K Buy
58,781
+16,581
+39% +$33.7K ﹤0.01% 1476
2015
Q4 		$97K Buy
42,200
+15,000
+55% +$48.1K ﹤0.01% 1651
2015
Q3 		$82K Buy
27,200
+2,900
+12% +$10.8K ﹤0.01% 1709
2015
Q2 		$133K Buy
24,300
+24,100
+12,050% +$139K ﹤0.01% 951
2015
Q1 		$1K Sell
200
-88
-31% -$511 ﹤0.01% 4085
2014
Q4 		$2K Hold
288
– – ﹤0.01% 3860
2014
Q3 		$3K Hold
288
– – ﹤0.01% 3549
2014
Q2 		$5K Hold
288
– – ﹤0.01% 3242
2014
Q1 		$5K Hold
288
– – ﹤0.01% 3109
2013
Q4 		$5K Hold
288
– – ﹤0.01% 2854
2013
Q3 		$5K Buy
288
+88
+44% +$1.42K ﹤0.01% 2744
2013
Q2 		$3K Buy
+200
New +$2.73K ﹤0.01% 2743

Other funds holding WTI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's WTI Position: Q1 2026 in Review

Creative Planning increased its W&T Offshore (WTI) stake by 513% in Q1 2026, buying an estimated $395K and bringing the position to 190,543 shares worth $650K. The position accounts for ﹤0.01% of the portfolio, ranked #2816.

Creative Planning first reported a position in WTI in Q2 2013 and has held it in 48 quarters since. 165 funds tracked by Wall St. Rank hold WTI as of Q1 2026.

  • Creative Planning held 190,543 shares of W&T Offshore worth $650K as of Q1 2026.
  • Creative Planning bought 159,459 W&T Offshore shares in Q1 2026, an estimated $395K.
  • W&T Offshore made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2816 holding.
  • Creative Planning first reported a position in W&T Offshore in Q2 2013 and has held it in 48 quarters since.
  • 165 funds tracked by Wall St. Rank held W&T Offshore as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.