ZIM
WTI icon

Zacks Investment Management’s W&T Offshore WTI Stock Holding History

Zacks Investment Management’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
Q1 		– Sell
-10,601
Closed -$34K – 675
2021
Q4 		$34K Sell
10,601
-11,611
-52% -$44.7K ﹤0.01% 596
2021
Q3 		$83K Buy
22,212
+10,047
+83% +$35.9K ﹤0.01% 587
2021
Q2 		$59K Buy
+12,165
New +$47K ﹤0.01% 565
2018
Q4 		– Sell
-16,774
Closed -$162K – 595
2018
Q3 		$162K Buy
+16,774
New +$121K ﹤0.01% 493
2017
Q3 		– Sell
-66,916
Closed -$131K – 666
2017
Q2 		$131K Buy
66,916
+27,270
+69% +$59.4K ﹤0.01% 563
2017
Q1 		$110K Sell
39,646
-46,101
-54% -$132K ﹤0.01% 623
2016
Q4 		$238K Buy
+85,747
New +$159K 0.01% 560

Other funds holding WTI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return