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Litman Gregory Wealth Management’s W&T Offshore WTI Stock Holding History

Litman Gregory 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
2025
Q4 		$1.63K Buy
+1,000
New +$1.92K ﹤0.01% 306

Other funds holding WTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Litman Gregory Wealth Management's WTI Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in W&T Offshore (WTI) in Q4 2025: 1,000 shares worth $1.63K. The stake represents ﹤0.01% of the portfolio and ranks #306 among its holdings.

151 funds tracked by Wall St. Rank hold WTI as of Q4 2025.

  • Litman Gregory Wealth Management held 1,000 shares of W&T Offshore worth $1.63K as of Q4 2025.
  • W&T Offshore was a new Litman Gregory Wealth Management position in Q4 2025.
  • W&T Offshore made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #306 holding.
  • 151 funds tracked by Wall St. Rank held W&T Offshore as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.