McAdam LLC’s W&T Offshore WTI Stock Holding History

McAdam LLC’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	$39.3K	Buy	+11,004	New	+$40.1K	﹤0.01%	527

Other funds holding WTI

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $308M AUM 16.31% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

McAdam LLC's WTI Position: Q3 2026 in Review

McAdam LLC opened a new position in W&T Offshore (WTI) in Q3 2026: 11,004 shares worth $39.3K. The stake represents ﹤0.01% of the portfolio and ranks #527 among its holdings.

26 funds tracked by Wall St. Rank hold WTI as of Q3 2026.

McAdam LLC held 11,004 shares of W&T Offshore worth $39.3K as of Q3 2026.
W&T Offshore was a new McAdam LLC position in Q3 2026.
W&T Offshore made up ﹤0.01% of McAdam LLC's portfolio in Q3 2026, its #527 holding.
26 funds tracked by Wall St. Rank held W&T Offshore as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.