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

Merit 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 		$32.6K Buy
+10,364
New +$38.4K ﹤0.01% 2316

Other funds holding WTI

CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

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

Merit Financial Group opened a new position in W&T Offshore (WTI) in Q2 2026: 10,364 shares worth $32.6K. The stake represents ﹤0.01% of the portfolio and ranks #2316 among its holdings.

15 funds tracked by Wall St. Rank hold WTI as of Q2 2026.

  • Merit Financial Group held 10,364 shares of W&T Offshore worth $32.6K as of Q2 2026.
  • W&T Offshore was a new Merit Financial Group position in Q2 2026.
  • W&T Offshore made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2316 holding.
  • 15 funds tracked by Wall St. Rank held W&T Offshore as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.