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Oberweis Asset Management’s W&T Offshore WTI Stock Holding History

Oberweis Asset Management’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
2020
Q2 		– Sell
-152,100
Closed -$259K – 184
2020
Q1 		$259K Sell
152,100
-32,200
-17% -$110K 0.14% 134
2019
Q4 		$1.02M Buy
184,300
+10,400
+6% +$46.3K 0.34% 70
2019
Q3 		$760K Buy
173,900
+57,100
+49% +$261K 0.17% 101
2019
Q2 		$579K Buy
116,800
+3,200
+3% +$17.2K 0.11% 133
2019
Q1 		$784K Buy
113,600
+61,900
+120% +$336K 0.16% 98
2018
Q4 		$213K Buy
+51,700
New +$330K 0.05% 192

Other funds holding WTI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return