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Summit Securities Group’s W&T Offshore WTI Stock Holding History

Summit Securities Group’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 		$3.69K Buy
1,173
+815
+228% +$3.02K ﹤0.01% 1029
2026
Q1 		$1.22K Buy
+358
New +$886 ﹤0.01% 982
2025
Q1 		– Sell
-1,545
Closed -$2.56K – 1129
2024
Q4 		$2.56K Buy
+1,545
New +$3.09K ﹤0.01% 537
2015
Q3 		– Sell
-3,142
Closed -$17K – 532
2015
Q2 		$17K Buy
+3,142
New +$18.1K 0.01% 328

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

Summit Securities Group's WTI Position: Q2 2026 in Review

Summit Securities Group increased its W&T Offshore (WTI) stake by 228% in Q2 2026, buying an estimated $3.02K and bringing the position to 1,173 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

Summit Securities Group first reported a position in WTI in Q2 2015 and has held it in 4 quarters since. The position peaked at $17K in Q2 2015. 177 funds tracked by Wall St. Rank hold WTI as of Q2 2026.

  • Summit Securities Group held 1,173 shares of W&T Offshore worth $3.69K as of Q2 2026.
  • Summit Securities Group bought 815 W&T Offshore shares in Q2 2026, an estimated $3.02K.
  • W&T Offshore made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #1029 holding.
  • Summit Securities Group first reported a position in W&T Offshore in Q2 2015 and has held it in 4 quarters since.
  • Summit Securities Group's W&T Offshore position peaked at $17K in Q2 2015.
  • 177 funds tracked by Wall St. Rank held W&T Offshore as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.