Investors Research Corp’s W&T Offshore WTI Stock Holding History

Investors Research Corp’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	$1.26K	Hold	400	–	–	﹤0.01%	724
2026 Q1	$1.36K	Hold	400	–	–	﹤0.01%	741
2025 Q4	$652	Hold	400	–	–	﹤0.01%	804
2025 Q3	$728	Hold	400	–	–	﹤0.01%	822
2025 Q2	$660	Hold	400	–	–	﹤0.01%	875
2025 Q1	$620	Hold	400	–	–	﹤0.01%	909
2024 Q4	$664	Hold	400	–	–	﹤0.01%	897
2024 Q3	$860	Hold	400	–	–	﹤0.01%	917
2024 Q2	$856	Hold	400	–	–	﹤0.01%	989
2024 Q1	$1.06K	Hold	400	–	–	﹤0.01%	955
2023 Q4	$1.3K	Hold	400	–	–	﹤0.01%	973
2023 Q3	$1.75K	Hold	400	–	–	﹤0.01%	953
2023 Q2	$1.55K	Hold	400	–	–	﹤0.01%	980
2023 Q1	$2.03K	Hold	400	–	–	﹤0.01%	983
2022 Q4	$2.23K	Hold	400	–	–	﹤0.01%	981
2022 Q3	$2K	Hold	400	–	–	﹤0.01%	998
2022 Q2	$2K	Hold	400	–	–	﹤0.01%	1000
2022 Q1	$2K	Hold	400	–	–	﹤0.01%	951
2021 Q4	$1K	Hold	400	–	–	﹤0.01%	963
2021 Q3	$1K	Hold	400	–	–	﹤0.01%	970
2021 Q2	$2K	Hold	400	–	–	﹤0.01%	914
2021 Q1	$1K	Hold	400	–	–	﹤0.01%	948
2020 Q4	$1K	Hold	400	–	–	﹤0.01%	1052
2020 Q3	$1K	Hold	400	–	–	﹤0.01%	1065
2020 Q2	$1K	Hold	400	–	–	﹤0.01%	1066
2020 Q1	$1K	Hold	400	–	–	﹤0.01%	1094
2019 Q4	$2K	Hold	400	–	–	﹤0.01%	1042
2019 Q3	$2K	Hold	400	–	–	﹤0.01%	1045
2019 Q2	$2K	Hold	400	–	–	﹤0.01%	996
2019 Q1	$3K	Buy	+400	New	+$2.17K	﹤0.01%	924

Other funds holding WTI

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 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

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Investors Research Corp's WTI Position: Q2 2026 in Review

Investors Research Corp held its W&T Offshore (WTI) position steady in Q2 2026 at 400 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Investors Research Corp first reported a position in WTI in Q1 2019 and has held it in 30 quarters since. The position peaked at $3K in Q1 2019. 11 funds tracked by Wall St. Rank hold WTI as of Q2 2026.

Investors Research Corp held 400 shares of W&T Offshore worth $1.26K as of Q2 2026.
Investors Research Corp left its W&T Offshore share count unchanged in Q2 2026.
W&T Offshore made up ﹤0.01% of Investors Research Corp's portfolio in Q2 2026, its #724 holding.
Investors Research Corp first reported a position in W&T Offshore in Q1 2019 and has held it in 30 quarters since.
Investors Research Corp's W&T Offshore position peaked at $3K in Q1 2019.
11 funds tracked by Wall St. Rank held W&T Offshore as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.