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Mount Yale Investment Advisors’s W&T Offshore WTI Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-205
Closed -$338 – 1618
2025
Q2 		$338 Buy
+205
New +$302 ﹤0.01% 1433

Other funds holding WTI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $647M AUM 24.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Mount Yale Investment Advisors's WTI Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of W&T Offshore (WTI) in Q3 2025, closing a stake of 205 shares — an estimated $338 sold.

Mount Yale Investment Advisors first reported a position in WTI in Q2 2025 and held it in 1 quarter. The position peaked at $338 in Q2 2025. 139 funds tracked by Wall St. Rank hold WTI as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining W&T Offshore position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 205 W&T Offshore shares in Q3 2025, an estimated $338.
  • Mount Yale Investment Advisors first reported a position in W&T Offshore in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's W&T Offshore position peaked at $338 in Q2 2025.
  • 139 funds tracked by Wall St. Rank held W&T Offshore as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.