WealthCollab’s W&T Offshore WTI Stock Holding History

WealthCollab’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
2025 Q1	–	Sell	-941	Closed	-$1.56K	–	969
2024 Q4	$1.56K	Buy	+941	New	+$1.88K	﹤0.01%	791

Other funds holding WTI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HCM

Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

WealthCollab's WTI Position: Q1 2025 in Review

WealthCollab sold out of W&T Offshore (WTI) in Q1 2025, closing a stake of 941 shares — an estimated $1.56K sold.

WealthCollab first reported a position in WTI in Q4 2024 and held it in 1 quarter. The position peaked at $1.56K in Q4 2024. 123 funds tracked by Wall St. Rank hold WTI as of Q1 2025.

WealthCollab reported no remaining W&T Offshore position as of Q1 2025 after selling out during the quarter.
WealthCollab sold 941 W&T Offshore shares in Q1 2025, an estimated $1.56K.
WealthCollab first reported a position in W&T Offshore in Q4 2024 and held it in 1 quarter.
WealthCollab's W&T Offshore position peaked at $1.56K in Q4 2024.
123 funds tracked by Wall St. Rank held W&T Offshore as of Q1 2025.

Based on WealthCollab's 13F filing for Q1 2025, filed 14 May 2025.