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NewEdge Advisors’s W&T Offshore WTI Stock Holding History

NewEdge 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
Q2 		$6.46K Sell
2,050
-34,812
-94% -$129K ﹤0.01% 3646
2026
Q1 		$126K Buy
36,862
+261
+0.7% +$646 ﹤0.01% 2701
2025
Q4 		$59.7K Sell
36,601
-9
-0% -$17 ﹤0.01% 2916
2025
Q3 		$66.6K Buy
36,610
+6,524
+22% +$11.6K ﹤0.01% 2739
2025
Q2 		$49.6K Buy
30,086
+625
+2% +$921 ﹤0.01% 2664
2025
Q1 		$45.7K Buy
29,461
+6,000
+26% +$9.89K ﹤0.01% 2580
2024
Q4 		$38.9K Sell
23,461
-885
-4% -$1.77K ﹤0.01% 2602
2024
Q3 		$52.3K Buy
24,346
+4,547
+23% +$10.1K ﹤0.01% 2420
2024
Q2 		$42.4K Buy
19,799
+19,449
+5,557% +$45.1K ﹤0.01% 2401
2024
Q1 		$928 Hold
350
– – ﹤0.01% 3515
2023
Q4 		$1.14K Hold
350
– – ﹤0.01% 3445
2023
Q3 		$1.53K Hold
350
– – ﹤0.01% 3101
2023
Q2 		$1.35K Hold
350
– – ﹤0.01% 3191
2023
Q1 		$1.78K Sell
350
-6,047
-95% -$33.8K ﹤0.01% 3065
2022
Q4 		$33.7K Buy
+6,397
New +$44.1K ﹤0.01% 1896
2017
Q3 		– Sell
-2,524
Closed -$4.82K – 1135
2017
Q2 		$4.82K Buy
+2,524
New +$5.5K ﹤0.01% 1158

Other funds holding WTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NewEdge Advisors's WTI Position: Q2 2026 in Review

NewEdge Advisors reduced its W&T Offshore (WTI) stake by 94% in Q2 2026, selling an estimated $129K and leaving 2,050 shares worth $6.46K. The position accounts for ﹤0.01% of the portfolio, ranked #3646.

NewEdge Advisors first reported a position in WTI in Q2 2017 and has held it in 16 quarters since. The position peaked at $126K in Q1 2026. 177 funds tracked by Wall St. Rank hold WTI as of Q2 2026.

  • NewEdge Advisors held 2,050 shares of W&T Offshore worth $6.46K as of Q2 2026.
  • NewEdge Advisors sold 34,812 W&T Offshore shares in Q2 2026, an estimated $129K.
  • W&T Offshore made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3646 holding.
  • NewEdge Advisors first reported a position in W&T Offshore in Q2 2017 and has held it in 16 quarters since.
  • NewEdge Advisors's W&T Offshore position peaked at $126K in Q1 2026.
  • 177 funds tracked by Wall St. Rank held W&T Offshore as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.