SIS
WTI icon

Sound Income Strategies’s W&T Offshore WTI Stock Holding History

Sound Income Strategies’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 		– Sell
-2,006
Closed -$6.04K – 2406
2026
Q1 		$6.04K Buy
+2,006
New +$4.96K ﹤0.01% 1746

Other funds holding WTI

TGIA
Torrey Growth & Income Advisors Del Mar, California $294M AUM 37.95% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Sound Income Strategies's WTI Position: Q2 2026 in Review

Sound Income Strategies sold out of W&T Offshore (WTI) in Q2 2026, closing a stake of 2,006 shares — an estimated $6.04K sold.

Sound Income Strategies first reported a position in WTI in Q1 2026 and held it in 1 quarter. The position peaked at $6.04K in Q1 2026. 36 funds tracked by Wall St. Rank hold WTI as of Q2 2026.

  • Sound Income Strategies reported no remaining W&T Offshore position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 2,006 W&T Offshore shares in Q2 2026, an estimated $6.04K.
  • Sound Income Strategies first reported a position in W&T Offshore in Q1 2026 and held it in 1 quarter.
  • Sound Income Strategies's W&T Offshore position peaked at $6.04K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held W&T Offshore as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.