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Wipfli Financial Advisors’s W&T Offshore WTI Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$4K Buy
+725
New +$3.96K ﹤0.01% 2166

Other funds holding WTI

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Wipfli Financial Advisors's WTI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in W&T Offshore (WTI) in Q3 2022: 725 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #2166 among its holdings.

166 funds tracked by Wall St. Rank hold WTI as of Q3 2022.

  • Wipfli Financial Advisors held 725 shares of W&T Offshore worth $4K as of Q3 2022.
  • W&T Offshore was a new Wipfli Financial Advisors position in Q3 2022.
  • W&T Offshore made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2166 holding.
  • 166 funds tracked by Wall St. Rank held W&T Offshore as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.