SBI Securities’s W&T Offshore WTI Stock Holding History

SBI Securities’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	$15.7K	Sell	4,397 -722	-14%	-$2.63K	﹤0.01%	1655
2026 Q2	$16.1K	Sell	5,119 -572	-10%	-$2.12K	﹤0.01%	1628
2026 Q1	$19.4K	Buy	5,691 +3,597	+172%	+$8.9K	﹤0.01%	1475
2025 Q4	$3.41K	Sell	2,094 -9,986	-83%	-$19.2K	﹤0.01%	2187
2025 Q3	$22K	Sell	12,080 -1,899	-14%	-$3.37K	﹤0.01%	1413
2025 Q2	$23.1K	Buy	13,979 +1,219	+10%	+$1.8K	﹤0.01%	1364
2025 Q1	$19.8K	Buy	12,760 +281	+2%	+$463	﹤0.01%	1334
2024 Q4	$20.7K	Buy	+12,479	New	+$24.9K	﹤0.01%	1335

Other funds holding WTI

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $308M AUM 16.31% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

SBI Securities's WTI Position: Q3 2026 in Review

SBI Securities reduced its W&T Offshore (WTI) stake by 14% in Q3 2026, selling an estimated $2.63K and leaving 4,397 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1655.

SBI Securities first reported a position in WTI in Q4 2024 and has held it in 8 quarters since. The position peaked at $23.1K in Q2 2025. 26 funds tracked by Wall St. Rank hold WTI as of Q3 2026.

SBI Securities held 4,397 shares of W&T Offshore worth $15.7K as of Q3 2026.
SBI Securities sold 722 W&T Offshore shares in Q3 2026, an estimated $2.63K.
W&T Offshore made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #1655 holding.
SBI Securities first reported a position in W&T Offshore in Q4 2024 and has held it in 8 quarters since.
SBI Securities's W&T Offshore position peaked at $23.1K in Q2 2025.
26 funds tracked by Wall St. Rank held W&T Offshore as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.