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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
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

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

True Wealth Design's WTI Position: Q2 2026 in Review

True Wealth Design increased its W&T Offshore (WTI) stake by 1,315% in Q2 2026, buying an estimated $2K and bringing the position to 580 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1722.

True Wealth Design first reported a position in WTI in Q1 2025 and has held it in 6 quarters since. 177 funds tracked by Wall St. Rank hold WTI as of Q2 2026.

  • True Wealth Design held 580 shares of W&T Offshore worth $1.83K as of Q2 2026.
  • True Wealth Design bought 539 W&T Offshore shares in Q2 2026, an estimated $2K.
  • W&T Offshore made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1722 holding.
  • True Wealth Design first reported a position in W&T Offshore in Q1 2025 and has held it in 6 quarters since.
  • 177 funds tracked by Wall St. Rank held W&T Offshore as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.