LPL Financial
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LPL Financial’s W&T Offshore WTI Stock Holding History

LPL Financial’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 		$84K Buy
23,528
+806
+4% +$2.94K ﹤0.01% 6051
2026
Q2 		$71.6K Sell
22,722
-18,078
-44% -$67K ﹤0.01% 5978
2026
Q1 		$139K Buy
40,800
+15,003
+58% +$37.1K ﹤0.01% 5602
2025
Q4 		$42K Buy
+25,797
New +$49.5K ﹤0.01% 5721
2024
Q4 		– Sell
-10,716
Closed -$23K – 5447
2024
Q3 		$23K Sell
10,716
-10,436
-49% -$23.2K ﹤0.01% 5068
2024
Q2 		$45.3K Buy
21,152
+461
+2% +$1.07K ﹤0.01% 4849
2024
Q1 		$54.8K Buy
20,691
+2,000
+11% +$5.72K ﹤0.01% 4759
2023
Q4 		$60.9K Buy
18,691
+1,000
+6% +$3.69K ﹤0.01% 4626
2023
Q3 		$77.5K Sell
17,691
-230
-1% -$950 ﹤0.01% 4461
2023
Q2 		$69.4K Sell
17,921
-1,270
-7% -$5.46K ﹤0.01% 4391
2023
Q1 		$97.5K Buy
19,191
+1,100
+6% +$6.15K ﹤0.01% 4212
2022
Q4 		$101K Buy
18,091
+5,644
+45% +$38.9K ﹤0.01% 4163
2022
Q3 		$73K Hold
12,447
– – ﹤0.01% 4169
2022
Q2 		$54K Sell
12,447
-2,553
-17% -$14.4K ﹤0.01% 4226
2022
Q1 		$57K Hold
15,000
– – ﹤0.01% 4042
2021
Q4 		$48K Hold
15,000
– – ﹤0.01% 4234
2021
Q3 		$56K Hold
15,000
– – ﹤0.01% 4220
2021
Q2 		$73K Sell
15,000
-2,800
-16% -$10.8K ﹤0.01% 4105
2021
Q1 		$64K Buy
+17,800
New +$55.3K ﹤0.01% 3973
2020
Q2 		– Sell
-15,535
Closed -$26K – 3511
2020
Q1 		$26K Sell
15,535
-192
-1% -$655 ﹤0.01% 3134
2019
Q4 		$87K Sell
15,727
-10
-0.1% -$44 ﹤0.01% 3237
2019
Q3 		$69K Buy
15,737
+342
+2% +$1.56K ﹤0.01% 3184
2019
Q2 		$76K Sell
15,395
-409
-3% -$2.2K ﹤0.01% 3177
2019
Q1 		$109K Sell
15,804
-3,672
-19% -$20K ﹤0.01% 3061
2018
Q4 		$80K Buy
19,476
+4,930
+34% +$31.5K ﹤0.01% 2977
2018
Q3 		$140K Buy
+14,546
New +$105K ﹤0.01% 3082

Other funds holding WTI

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Huber Capital Management
Huber Capital Management El Segundo, California $673M AUM 18.73% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

LPL Financial's WTI Position: Q3 2026 in Review

LPL Financial increased its W&T Offshore (WTI) stake by 3.5% in Q3 2026, buying an estimated $2.94K and bringing the position to 23,528 shares worth $84K. The position accounts for ﹤0.01% of the portfolio, ranked #6051.

LPL Financial first reported a position in WTI in Q3 2018 and has held it in 26 quarters since. The position peaked at $140K in Q3 2018. 97 funds tracked by Wall St. Rank hold WTI as of Q3 2026.

  • LPL Financial held 23,528 shares of W&T Offshore worth $84K as of Q3 2026.
  • LPL Financial bought 806 W&T Offshore shares in Q3 2026, an estimated $2.94K.
  • W&T Offshore made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #6051 holding.
  • LPL Financial first reported a position in W&T Offshore in Q3 2018 and has held it in 26 quarters since.
  • LPL Financial's W&T Offshore position peaked at $140K in Q3 2018.
  • 97 funds tracked by Wall St. Rank held W&T Offshore as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.