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 Q2	–	Sell	-272	Closed	-$928	–	3202
2026 Q1	$928	Buy	+272	New	+$673	﹤0.01%	2638

Other funds holding WTI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Root Financial Partners's WTI Position: Q2 2026 in Review

Root Financial Partners sold out of W&T Offshore (WTI) in Q2 2026, closing a stake of 272 shares — an estimated $928 sold.

Root Financial Partners first reported a position in WTI in Q1 2026 and held it in 1 quarter. The position peaked at $928 in Q1 2026. 177 funds tracked by Wall St. Rank hold WTI as of Q2 2026.

Root Financial Partners reported no remaining W&T Offshore position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 272 W&T Offshore shares in Q2 2026, an estimated $928.
Root Financial Partners first reported a position in W&T Offshore in Q1 2026 and held it in 1 quarter.
Root Financial Partners's W&T Offshore position peaked at $928 in Q1 2026.
177 funds tracked by Wall St. Rank held W&T Offshore as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.