EWA
WTI icon

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

EverSource 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 		$20.2K Sell
6,423
-19,365
-75% -$71.8K ﹤0.01% 2420
2026
Q1 		$87.9K Sell
25,788
-121
-0.5% -$299 ﹤0.01% 1513
2025
Q4 		$42.2K Sell
25,909
-593
-2% -$1.14K ﹤0.01% 1864
2025
Q3 		$48.2K Sell
26,502
-801
-3% -$1.42K ﹤0.01% 1742
2025
Q2 		$45K Buy
27,303
+27,027
+9,792% +$39.8K ﹤0.01% 1690
2025
Q1 		$428 Sell
276
-100
-27% -$165 ﹤0.01% 3508
2024
Q4 		$624 Sell
376
-1,560
-81% -$3.12K ﹤0.01% 3115
2024
Q3 		$4.16K Sell
1,936
-1,328
-41% -$2.95K ﹤0.01% 2293
2024
Q2 		$7.87K Buy
3,264
+2,874
+737% +$6.67K ﹤0.01% 2000
2024
Q1 		$878 Sell
390
-1,187
-75% -$3.39K ﹤0.01% 2622
2023
Q4 		$5.14K Buy
1,577
+922
+141% +$3.4K ﹤0.01% 1848
2023
Q3 		$2.87K Hold
655
– – ﹤0.01% 1896
2023
Q2 		$2.54K Hold
655
– – ﹤0.01% 1960
2023
Q1 		$3.33K Hold
655
– – ﹤0.01% 1775
2022
Q4 		$3.65K Hold
655
– – ﹤0.01% 1718
2022
Q3 		$4K Hold
655
– – ﹤0.01% 1483
2022
Q2 		$3K Hold
655
– – ﹤0.01% 1448
2022
Q1 		$3K Hold
655
– – ﹤0.01% 1465
2021
Q4 		$2K Buy
+655
New +$2.52K ﹤0.01% 1641

Other funds holding WTI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.99% 1-Year Est. Return
TGIA
Torrey Growth & Income Advisors Del Mar, California $294M AUM 37.95% 1-Year Est. Return
NC
nVerses Capital Wellington, Florida $65M AUM
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its W&T Offshore (WTI) stake by 75% in Q2 2026, selling an estimated $71.8K and leaving 6,423 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2420.

EverSource Wealth Advisors first reported a position in WTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $87.9K in Q1 2026. 48 funds tracked by Wall St. Rank hold WTI as of Q2 2026.

  • EverSource Wealth Advisors held 6,423 shares of W&T Offshore worth $20.2K as of Q2 2026.
  • EverSource Wealth Advisors sold 19,365 W&T Offshore shares in Q2 2026, an estimated $71.8K.
  • W&T Offshore made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2420 holding.
  • EverSource Wealth Advisors first reported a position in W&T Offshore in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's W&T Offshore position peaked at $87.9K in Q1 2026.
  • 48 funds tracked by Wall St. Rank held W&T Offshore as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.