RWM
WTI icon

Raffa Wealth Management’s W&T Offshore WTI Stock Holding History

Raffa Wealth 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
2022
Q3 		– Sell
-988
Closed -$4.27K – 1203
2022
Q2 		$4.27K Sell
988
-790
-44% -$4.44K ﹤0.01% 417
2022
Q1 		$6.79K Sell
1,778
-228
-11% -$1K ﹤0.01% 350
2021
Q4 		$6.48K Buy
2,006
+480
+31% +$1.85K ﹤0.01% 371
2021
Q3 		$5.68K Buy
1,526
+65
+4% +$232 ﹤0.01% 352
2021
Q2 		$7.09K Hold
1,461
– – ﹤0.01% 312
2021
Q1 		$5.25K Buy
+1,461
New +$4.54K ﹤0.01% 393
2020
Q3 		– Sell
-109
Closed -$249 – 912
2020
Q2 		$249 Buy
+109
New +$277 ﹤0.01% 875
2018
Q3 		– Sell
-170
Closed -$1.22K – 753
2018
Q2 		$1.22K Sell
170
-178
-51% -$1.15K ﹤0.01% 491
2018
Q1 		$1.54K Buy
+348
New +$1.47K ﹤0.01% 401

Other funds holding WTI

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Raffa Wealth Management's WTI Position: Q3 2022 in Review

Raffa Wealth Management sold out of W&T Offshore (WTI) in Q3 2022, closing a stake of 988 shares — an estimated $4.27K sold.

Raffa Wealth Management first reported a position in WTI in Q1 2018 and held it in 9 quarters. The position peaked at $7.09K in Q2 2021. 166 funds tracked by Wall St. Rank hold WTI as of Q3 2022.

  • Raffa Wealth Management reported no remaining W&T Offshore position as of Q3 2022 after selling out during the quarter.
  • Raffa Wealth Management sold 988 W&T Offshore shares in Q3 2022, an estimated $4.27K.
  • Raffa Wealth Management first reported a position in W&T Offshore in Q1 2018 and held it in 9 quarters.
  • Raffa Wealth Management's W&T Offshore position peaked at $7.09K in Q2 2021.
  • 166 funds tracked by Wall St. Rank held W&T Offshore as of Q3 2022.

Based on Raffa Wealth Management's 13F filing for Q3 2022, filed 27 Jul 2026.