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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
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 $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

Rothschild Investment LLC's WTI Position: Q1 2026 in Review

Rothschild Investment LLC increased its W&T Offshore (WTI) stake by 233% in Q1 2026, buying an estimated $69 and bringing the position to 40 shares worth $136. The position accounts for ﹤0.01% of the portfolio, ranked #3365.

Rothschild Investment LLC first reported a position in WTI in Q2 2024 and has held it in 5 quarters since. The position peaked at $471 in Q2 2024. 165 funds tracked by Wall St. Rank hold WTI as of Q1 2026.

  • Rothschild Investment LLC held 40 shares of W&T Offshore worth $136 as of Q1 2026.
  • Rothschild Investment LLC bought 28 W&T Offshore shares in Q1 2026, an estimated $69.
  • W&T Offshore made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3365 holding.
  • Rothschild Investment LLC first reported a position in W&T Offshore in Q2 2024 and has held it in 5 quarters since.
  • Rothschild Investment LLC's W&T Offshore position peaked at $471 in Q2 2024.
  • 165 funds tracked by Wall St. Rank held W&T Offshore as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.