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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
Q1 		$928 Buy
+272
New +$673 ﹤0.01% 2638

Other funds holding WTI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's WTI Position: Q1 2026 in Review

Root Financial Partners opened a new position in W&T Offshore (WTI) in Q1 2026: 272 shares worth $928. The stake represents ﹤0.01% of the portfolio and ranks #2638 among its holdings.

165 funds tracked by Wall St. Rank hold WTI as of Q1 2026.

  • Root Financial Partners held 272 shares of W&T Offshore worth $928 as of Q1 2026.
  • W&T Offshore was a new Root Financial Partners position in Q1 2026.
  • W&T Offshore made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2638 holding.
  • 165 funds tracked by Wall St. Rank held W&T Offshore as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.