Medallion Wealth Advisors’s W&T Offshore WTI Stock Holding History

Medallion Wealth Advisors’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 Q1	–	Sell	-1,700	Closed	-$2.77K	–	1157
2025 Q4	$2.77K	Hold	1,700	–	–	﹤0.01%	943
2025 Q3	$3.09K	Hold	1,700	–	–	﹤0.01%	926
2025 Q2	$2.87K	Hold	1,700	–	–	﹤0.01%	916
2025 Q1	$2.48K	Buy	+1,700	New	+$2.8K	﹤0.01%	892

Other funds holding WTI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Medallion Wealth Advisors's WTI Position: Q1 2026 in Review

Medallion Wealth Advisors sold out of W&T Offshore (WTI) in Q1 2026, closing a stake of 1,700 shares — an estimated $2.77K sold.

Medallion Wealth Advisors first reported a position in WTI in Q1 2025 and held it in 4 quarters. The position peaked at $3.09K in Q3 2025. 165 funds tracked by Wall St. Rank hold WTI as of Q1 2026.

Medallion Wealth Advisors reported no remaining W&T Offshore position as of Q1 2026 after selling out during the quarter.
Medallion Wealth Advisors sold 1,700 W&T Offshore shares in Q1 2026, an estimated $2.77K.
Medallion Wealth Advisors first reported a position in W&T Offshore in Q1 2025 and held it in 4 quarters.
Medallion Wealth Advisors's W&T Offshore position peaked at $3.09K in Q3 2025.
165 funds tracked by Wall St. Rank held W&T Offshore as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.