IFP Advisors’s W&T Offshore WTI Stock Holding History

IFP 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 Q2	$4.65K	Buy	1,476 +1,352	+1,090%	+$5.01K	﹤0.01%	3837
2026 Q1	$423	Sell	124 -62	-33%	-$153	﹤0.01%	4458
2025 Q4	$303	Sell	186 -25	-12%	-$48	﹤0.01%	4404
2025 Q3	$384	Buy	211 +174	+470%	+$309	﹤0.01%	4251
2025 Q2	$61	Buy	+37	New	+$55	﹤0.01%	4782
2024 Q1	–	Sell	-875	Closed	-$2.85K	–	3254
2023 Q4	$2.85K	Hold	875	–	–	﹤0.01%	2584
2023 Q3	$3.83K	Hold	875	–	–	﹤0.01%	2610
2023 Q2	$3.39K	Sell	875 -1,000	-53%	-$4.3K	﹤0.01%	2677
2023 Q1	$12.6K	Hold	1,875	–	–	﹤0.01%	2202
2022 Q4	$13K	Hold	1,875	–	–	﹤0.01%	3234
2022 Q3	$13K	Hold	1,875	–	–	﹤0.01%	3484
2022 Q2	$13K	Hold	1,875	–	–	﹤0.01%	3225
2022 Q1	$13K	Hold	1,875	–	–	﹤0.01%	3225
2021 Q4	$6K	Hold	1,875	–	–	﹤0.01%	2439
2021 Q3	$7K	Buy	1,875 +875	+88%	+$3.13K	﹤0.01%	2446
2021 Q2	$5K	Hold	1,000	–	–	﹤0.01%	2500
2021 Q1	$4K	Sell	1,000 -100	-9%	-$311	﹤0.01%	2507
2020 Q4	$2K	Hold	1,100	–	–	﹤0.01%	2676
2020 Q3	$2K	Hold	1,100	–	–	﹤0.01%	2531
2020 Q2	$2K	Buy	+1,100	New	+$2.79K	﹤0.01%	2436
2019 Q1	–	Sell	-47	Closed	–	–	3482
2018 Q4	$0	Hold	47	–	–	﹤0.01%	3894
2018 Q3	$0	Hold	47	–	–	﹤0.01%	4041
2018 Q2	$0	Buy	+47	New	+$304	﹤0.01%	4075

Other funds holding WTI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IFP Advisors's WTI Position: Q2 2026 in Review

IFP Advisors increased its W&T Offshore (WTI) stake by 1,090% in Q2 2026, buying an estimated $5.01K and bringing the position to 1,476 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #3837.

IFP Advisors first reported a position in WTI in Q2 2018 and has held it in 23 quarters since. The position peaked at $13K in Q4 2022. 177 funds tracked by Wall St. Rank hold WTI as of Q2 2026.

IFP Advisors held 1,476 shares of W&T Offshore worth $4.65K as of Q2 2026.
IFP Advisors bought 1,352 W&T Offshore shares in Q2 2026, an estimated $5.01K.
W&T Offshore made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3837 holding.
IFP Advisors first reported a position in W&T Offshore in Q2 2018 and has held it in 23 quarters since.
IFP Advisors's W&T Offshore position peaked at $13K in Q4 2022.
177 funds tracked by Wall St. Rank held W&T Offshore as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.