Fortitude Family Office’s W&T Offshore WTI Stock Holding History

Fortitude Family Office’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	$3.53K	Hold	989	–	–	﹤0.01%	1746
2026 Q2	$3.12K	Hold	989	–	–	﹤0.01%	1291
2026 Q1	$3.37K	Hold	989	–	–	﹤0.01%	1080
2025 Q4	$1.61K	Hold	989	–	–	﹤0.01%	1262
2025 Q3	$1.8K	Hold	989	–	–	﹤0.01%	1276
2025 Q2	$1.63K	Sell	989 -976	-50%	-$1.44K	﹤0.01%	1294
2025 Q1	$3.05K	Hold	1,965	–	–	﹤0.01%	851
2024 Q4	$3.26K	Buy	+1,965	New	+$3.93K	﹤0.01%	943
2024 Q3	–	Sell	-660	Closed	-$1.41K	–	1277
2024 Q2	$1.41K	Buy	+660	New	+$1.53K	﹤0.01%	844
2024 Q1	–	Sell	-616	Closed	-$2.01K	–	1095
2023 Q4	$2.01K	Buy	+616	New	+$2.27K	﹤0.01%	869

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

FPN

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

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 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

Fortitude Family Office's WTI Position: Q3 2026 in Review

Fortitude Family Office held its W&T Offshore (WTI) position steady in Q3 2026 at 989 shares worth $3.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

Fortitude Family Office first reported a position in WTI in Q4 2023 and has held it in 10 quarters since. 12 funds tracked by Wall St. Rank hold WTI as of Q3 2026.

Fortitude Family Office held 989 shares of W&T Offshore worth $3.53K as of Q3 2026.
Fortitude Family Office left its W&T Offshore share count unchanged in Q3 2026.
W&T Offshore made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1746 holding.
Fortitude Family Office first reported a position in W&T Offshore in Q4 2023 and has held it in 10 quarters since.
12 funds tracked by Wall St. Rank held W&T Offshore as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.