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Rothschild Investment LLC’s W&T Offshore WTI Stock Holding History

Rothschild Investment LLC’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 		$1.62K Buy
513
+473
+1,183% +$1.75K ﹤0.01% 2848
2026
Q1 		$136 Buy
40
+28
+233% +$69 ﹤0.01% 3365
2025
Q4 		$20 Buy
+12
New +$23 ﹤0.01% 3341
2025
Q1 		– Sell
-125
Closed -$208 – 3100
2024
Q4 		$208 Buy
125
+5
+4% +$10 ﹤0.01% 2790
2024
Q3 		$258 Sell
120
-100
-45% -$222 ﹤0.01% 2655
2024
Q2 		$471 Buy
+220
New +$511 ﹤0.01% 2055

Other funds holding WTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rothschild Investment LLC's WTI Position: Q2 2026 in Review

Rothschild Investment LLC increased its W&T Offshore (WTI) stake by 1,183% in Q2 2026, buying an estimated $1.75K and bringing the position to 513 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #2848.

Rothschild Investment LLC first reported a position in WTI in Q2 2024 and has held it in 6 quarters since. 177 funds tracked by Wall St. Rank hold WTI as of Q2 2026.

  • Rothschild Investment LLC held 513 shares of W&T Offshore worth $1.62K as of Q2 2026.
  • Rothschild Investment LLC bought 473 W&T Offshore shares in Q2 2026, an estimated $1.75K.
  • W&T Offshore made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2848 holding.
  • Rothschild Investment LLC first reported a position in W&T Offshore in Q2 2024 and has held it in 6 quarters since.
  • 177 funds tracked by Wall St. Rank held W&T Offshore as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.