GSWM
WTI icon

Golden State Wealth Management’s W&T Offshore WTI Stock Holding History

Golden State Wealth Management’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 		$3.15K Buy
+1,000
New +$3.71K ﹤0.01% 1332

Other funds holding WTI

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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Golden State Wealth Management's WTI Position: Q2 2026 in Review

Golden State Wealth Management opened a new position in W&T Offshore (WTI) in Q2 2026: 1,000 shares worth $3.15K. The stake represents ﹤0.01% of the portfolio and ranks #1332 among its holdings.

22 funds tracked by Wall St. Rank hold WTI as of Q2 2026.

  • Golden State Wealth Management held 1,000 shares of W&T Offshore worth $3.15K as of Q2 2026.
  • W&T Offshore was a new Golden State Wealth Management position in Q2 2026.
  • W&T Offshore made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1332 holding.
  • 22 funds tracked by Wall St. Rank held W&T Offshore as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.