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 Q3	$471	Sell	132 -1,344	-91%	-$4.9K	﹤0.01%	4696
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%	3233
2022 Q3	$13K	Hold	1,875	–	–	﹤0.01%	3483
2022 Q2	$13K	Hold	1,875	–	–	﹤0.01%	3225
2022 Q1	$13K	Hold	1,875	–	–	﹤0.01%	3223
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.26% 1-Year Est. Return

IFP Advisors's WTI Position: Q3 2026 in Review

IFP Advisors reduced its W&T Offshore (WTI) stake by 91% in Q3 2026, selling an estimated $4.9K and leaving 132 shares worth $471. The position accounts for ﹤0.01% of the portfolio, ranked #4696.

IFP Advisors first reported a position in WTI in Q2 2018 and has held it in 24 quarters since. The position peaked at $13K in Q4 2022. 61 funds tracked by Wall St. Rank hold WTI as of Q3 2026.

IFP Advisors held 132 shares of W&T Offshore worth $471 as of Q3 2026.
IFP Advisors sold 1,344 W&T Offshore shares in Q3 2026, an estimated $4.9K.
W&T Offshore made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4696 holding.
IFP Advisors first reported a position in W&T Offshore in Q2 2018 and has held it in 24 quarters since.
IFP Advisors's W&T Offshore position peaked at $13K in Q4 2022.
61 funds tracked by Wall St. Rank held W&T Offshore as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.