Root Financial Partners
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Root Financial Partners’s W&T Offshore WTI Stock Holding History

Root Financial Partners’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
Q3 		$8.33K Buy
+2,333
New +$8.51K ﹤0.01% 2007
2026
Q2 		– Sell
-272
Closed -$928 – 3202
2026
Q1 		$928 Buy
+272
New +$673 ﹤0.01% 2638

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Root Financial Partners's WTI Position: Q3 2026 in Review

Root Financial Partners opened a new position in W&T Offshore (WTI) in Q3 2026: 2,333 shares worth $8.33K. The stake represents ﹤0.01% of the portfolio and ranks #2007 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WTI as recently as Q1 2026.

Root Financial Partners first reported a position in WTI in Q1 2026 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold WTI as of Q3 2026.

  • Root Financial Partners held 2,333 shares of W&T Offshore worth $8.33K as of Q3 2026.
  • W&T Offshore was a new Root Financial Partners position in Q3 2026.
  • W&T Offshore made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2007 holding.
  • Root Financial Partners first reported a position in W&T Offshore in Q1 2026 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held W&T Offshore as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.