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Simplicity Wealth’s W&T Offshore WTI Stock Holding History

Simplicity Wealth’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 		$51.4K Sell
16,304
-1,451
-8% -$5.38K ﹤0.01% 1004
2026
Q1 		$60.5K Sell
17,755
-2,332
-12% -$5.77K ﹤0.01% 736
2025
Q4 		$32.7K Sell
20,087
-2,006
-9% -$3.85K ﹤0.01% 691
2025
Q3 		$40.2K Sell
22,093
-39,018
-64% -$69.3K ﹤0.01% 700
2025
Q2 		$101K Buy
+61,111
New +$90.1K ﹤0.01% 575
2024
Q3 		– Sell
-29,090
Closed -$62.3K – 1229
2024
Q2 		$62.3K Buy
+29,090
New +$67.5K ﹤0.01% 1193

Other funds holding WTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return
AC
AXQ Capital Jersey City, New Jersey $920M AUM 18.71% 1-Year Est. Return

Simplicity Wealth's WTI Position: Q2 2026 in Review

Simplicity Wealth reduced its W&T Offshore (WTI) stake by 8.2% in Q2 2026, selling an estimated $5.38K and leaving 16,304 shares worth $51.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Simplicity Wealth first reported a position in WTI in Q2 2024 and has held it in 6 quarters since. The position peaked at $101K in Q2 2025. 74 funds tracked by Wall St. Rank hold WTI as of Q2 2026.

  • Simplicity Wealth held 16,304 shares of W&T Offshore worth $51.4K as of Q2 2026.
  • Simplicity Wealth sold 1,451 W&T Offshore shares in Q2 2026, an estimated $5.38K.
  • W&T Offshore made up ﹤0.01% of Simplicity Wealth's portfolio in Q2 2026, its #1004 holding.
  • Simplicity Wealth first reported a position in W&T Offshore in Q2 2024 and has held it in 6 quarters since.
  • Simplicity Wealth's W&T Offshore position peaked at $101K in Q2 2025.
  • 74 funds tracked by Wall St. Rank held W&T Offshore as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.