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Farther Finance Advisors’s W&T Offshore WTI Stock Holding History

Farther Finance 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
Q3 		$11.3K Buy
3,174
+185
+6% +$675 ﹤0.01% 4541
2026
Q2 		$9.44K Buy
2,989
+701
+31% +$2.6K ﹤0.01% 4454
2026
Q1 		$6.89K Buy
2,288
+826
+56% +$2.04K ﹤0.01% 4330
2025
Q4 		$2.38K Hold
1,462
– – ﹤0.01% 4621
2025
Q3 		$2.66K Hold
1,462
– – ﹤0.01% 4029
2025
Q2 		$2.41K Hold
1,462
– – ﹤0.01% 3641
2025
Q1 		$2.13K Hold
1,462
– – ﹤0.01% 3364
2024
Q4 		$2.43K Sell
1,462
-1,000
-41% -$2K ﹤0.01% 2926
2024
Q3 		$5.21K Buy
2,462
+1,000
+68% +$2.22K ﹤0.01% 2629
2024
Q2 		$3.2K Hold
1,462
– – ﹤0.01% 2599
2024
Q1 		$3.93K Sell
1,462
-572
-28% -$1.64K ﹤0.01% 2175
2023
Q4 		$6.63K Buy
2,034
+597
+42% +$2.2K ﹤0.01% 1825
2023
Q3 		$6.29K Hold
1,437
– – ﹤0.01% 1443
2023
Q2 		$5.56K Hold
1,437
– – ﹤0.01% 1394
2023
Q1 		$7.3K Hold
1,437
– – ﹤0.01% 1219
2022
Q4 		$8.02K Buy
+1,437
New +$9.9K ﹤0.01% 1016

Other funds holding WTI

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's WTI Position: Q3 2026 in Review

Farther Finance Advisors increased its W&T Offshore (WTI) stake by 6.2% in Q3 2026, buying an estimated $675 and bringing the position to 3,174 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4541.

Farther Finance Advisors first reported a position in WTI in Q4 2022 and has held it in 16 quarters since. 7 funds tracked by Wall St. Rank hold WTI as of Q3 2026.

  • Farther Finance Advisors held 3,174 shares of W&T Offshore worth $11.3K as of Q3 2026.
  • Farther Finance Advisors bought 185 W&T Offshore shares in Q3 2026, an estimated $675.
  • W&T Offshore made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4541 holding.
  • Farther Finance Advisors first reported a position in W&T Offshore in Q4 2022 and has held it in 16 quarters since.
  • 7 funds tracked by Wall St. Rank held W&T Offshore as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.