Wealth Enhancement Advisory Services
WTI icon

Wealth Enhancement Advisory Services’s W&T Offshore WTI Stock Holding History

Wealth Enhancement Advisory Services’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 		$208K Buy
74,518
+53,998
+263% +$200K ﹤0.01% 3553
2026
Q1 		$64.6K Buy
20,520
+5,978
+41% +$14.8K ﹤0.01% 3400
2025
Q4 		$22.4K Sell
14,542
-2,192
-13% -$4.21K ﹤0.01% 3579
2025
Q3 		$36.6K Buy
+16,734
New +$29.7K ﹤0.01% 3458
2025
Q2 		– Sell
-11,529
Closed -$17.9K – 3497
2025
Q1 		$17.9K Buy
+11,529
New +$19K ﹤0.01% 2916
2024
Q4 		– Sell
-10,508
Closed -$22.6K – 3129
2024
Q3 		$22.6K Sell
10,508
-498
-5% -$1.11K ﹤0.01% 2661
2024
Q2 		$23.6K Buy
+11,006
New +$25.5K ﹤0.01% 2482

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

Wealth Enhancement Advisory Services's WTI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its W&T Offshore (WTI) stake by 263% in Q2 2026, buying an estimated $200K and bringing the position to 74,518 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #3553.

Wealth Enhancement Advisory Services first reported a position in WTI in Q2 2024 and has held it in 7 quarters since. 177 funds tracked by Wall St. Rank hold WTI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 74,518 shares of W&T Offshore worth $208K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 53,998 W&T Offshore shares in Q2 2026, an estimated $200K.
  • W&T Offshore made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3553 holding.
  • Wealth Enhancement Advisory Services first reported a position in W&T Offshore in Q2 2024 and has held it in 7 quarters since.
  • 177 funds tracked by Wall St. Rank held W&T Offshore as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.