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

Wealth Enhancement Trust 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	$772	Buy	+245	New	+$909	﹤0.01%	1172

Other funds holding WTI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in W&T Offshore (WTI) in Q2 2026: 245 shares worth $772. The stake represents ﹤0.01% of the portfolio and ranks #1172 among its holdings.

110 funds tracked by Wall St. Rank hold WTI as of Q2 2026.

Wealth Enhancement Trust Services held 245 shares of W&T Offshore worth $772 as of Q2 2026.
W&T Offshore was a new Wealth Enhancement Trust Services position in Q2 2026.
W&T Offshore made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1172 holding.
110 funds tracked by Wall St. Rank held W&T Offshore as of Q2 2026.

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