Financial Consulate’s W&T Offshore WTI Stock Holding History

Financial Consulate’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	$2.37K	Buy	+664	New	+$2.42K	﹤0.01%	1081

Other funds holding WTI

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $308M AUM 16.31% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Financial Consulate's WTI Position: Q3 2026 in Review

Financial Consulate opened a new position in W&T Offshore (WTI) in Q3 2026: 664 shares worth $2.37K. The stake represents ﹤0.01% of the portfolio and ranks #1081 among its holdings.

26 funds tracked by Wall St. Rank hold WTI as of Q3 2026.

Financial Consulate held 664 shares of W&T Offshore worth $2.37K as of Q3 2026.
W&T Offshore was a new Financial Consulate position in Q3 2026.
W&T Offshore made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1081 holding.
26 funds tracked by Wall St. Rank held W&T Offshore as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.