Larson Financial Group’s W&T Offshore WTI Stock Holding History

Larson Financial Group’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	–	Sell	-15	Closed	-$51	–	3935
2026 Q1	$51	Buy	+15	New	+$37	﹤0.01%	3544

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

Larson Financial Group's WTI Position: Q2 2026 in Review

Larson Financial Group sold out of W&T Offshore (WTI) in Q2 2026, closing a stake of 15 shares — an estimated $51 sold.

Larson Financial Group first reported a position in WTI in Q1 2026 and held it in 1 quarter. The position peaked at $51 in Q1 2026. 177 funds tracked by Wall St. Rank hold WTI as of Q2 2026.

Larson Financial Group reported no remaining W&T Offshore position as of Q2 2026 after selling out during the quarter.
Larson Financial Group sold 15 W&T Offshore shares in Q2 2026, an estimated $51.
Larson Financial Group first reported a position in W&T Offshore in Q1 2026 and held it in 1 quarter.
Larson Financial Group's W&T Offshore position peaked at $51 in Q1 2026.
177 funds tracked by Wall St. Rank held W&T Offshore as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.