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Financial Planning Navigators’s W&T Offshore WTI Stock Holding History

Financial Planning Navigators’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 		$34.6K Buy
10,996
+58
+0.5% +$215 0.01% 69
2026
Q1 		$37.3K Buy
10,938
+631
+6% +$1.56K 0.02% 51
2025
Q4 		$16.8K Buy
+10,307
New +$19.8K 0.01% 47

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

Financial Planning Navigators's WTI Position: Q2 2026 in Review

Financial Planning Navigators increased its W&T Offshore (WTI) stake by 0.53% in Q2 2026, buying an estimated $215 and bringing the position to 10,996 shares worth $34.6K. The position accounts for 0.01% of the portfolio, ranked #69.

Financial Planning Navigators first reported a position in WTI in Q4 2025 and has held it in 3 quarters since. The position peaked at $37.3K in Q1 2026. 175 funds tracked by Wall St. Rank hold WTI as of Q2 2026.

  • Financial Planning Navigators held 10,996 shares of W&T Offshore worth $34.6K as of Q2 2026.
  • Financial Planning Navigators bought 58 W&T Offshore shares in Q2 2026, an estimated $215.
  • W&T Offshore made up 0.01% of Financial Planning Navigators's portfolio in Q2 2026, its #69 holding.
  • Financial Planning Navigators first reported a position in W&T Offshore in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Navigators's W&T Offshore position peaked at $37.3K in Q1 2026.
  • 175 funds tracked by Wall St. Rank held W&T Offshore as of Q2 2026.

Based on Financial Planning Navigators's 13F filing for Q2 2026, filed 28 Jul 2026.