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True Wealth Design’s W&T Offshore WTI Stock Holding History

True Wealth Design’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 		$1.61K Sell
451
-129
-22% -$470 ﹤0.01% 1757
2026
Q2 		$1.83K Buy
580
+539
+1,315% +$2K ﹤0.01% 1722
2026
Q1 		$140 Sell
41
-14
-25% -$35 ﹤0.01% 2402
2025
Q4 		$90 Buy
55
+3
+6% +$6 ﹤0.01% 2355
2025
Q3 		$95 Buy
52
+17
+49% +$30 ﹤0.01% 2452
2025
Q2 		$58 Sell
35
-60
-63% -$88 ﹤0.01% 2352
2025
Q1 		$148 Buy
+95
New +$157 ﹤0.01% 2068

Other funds holding WTI

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

True Wealth Design's WTI Position: Q3 2026 in Review

True Wealth Design reduced its W&T Offshore (WTI) stake by 22% in Q3 2026, selling an estimated $470 and leaving 451 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1757.

True Wealth Design first reported a position in WTI in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.83K in Q2 2026. 9 funds tracked by Wall St. Rank hold WTI as of Q3 2026.

  • True Wealth Design held 451 shares of W&T Offshore worth $1.61K as of Q3 2026.
  • True Wealth Design sold 129 W&T Offshore shares in Q3 2026, an estimated $470.
  • W&T Offshore made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1757 holding.
  • True Wealth Design first reported a position in W&T Offshore in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's W&T Offshore position peaked at $1.83K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held W&T Offshore as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.