Filing Research | WTI - W & T OFFSHORE INC Institutional Holdings

Snapshot holdings

27 / 27 loaded

#		Instrument	quantity
1	Counterpoint Mutual Funds LLC	Shares	75.9KSH	$239.0K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	74.5KSH	$207.7K
3	Police & Firemen's Retirement System of New Jersey	Shares	25.2KSH	$79.3K
4	NorthCrest Asset Manangement, LLC	Shares	12.7KSH	$43.4K
5	Diversified Trust Co	Shares	13.6KSH	$42.8K
6	ACT Advisors, LLC.	Shares	10.9KSH	$34.5K
7	Merit Financial Group, LLC	Shares	10.4KSH	$32.6K
8	Revolve Wealth Partners, LLC	Shares	10.1KSH	$31.8K
9	Capricorn Fund Managers Ltd	Shares	10.0KSH	$31.5K
10	EverSource Wealth Advisors, LLC	Shares	6.4KSH	$20.2K
11	GAMMA Investing LLC	Shares	5.3KSH	$16.8K
12	SBI Securities Co., Ltd.	Shares	5.1KSH	$16.1K
13	Farther Finance Advisors, LLC	Shares	3.0KSH	$9.4K
14	SIGNATUREFD, LLC	Shares	2.6KSH	$8.2K
15	Carolina Wealth Advisors, LLC	Shares	1.9KSH	$5.9K
16	IFP Advisors, Inc	Shares	1.5KSH	$4.6K
17	Golden State Wealth Management, LLC	Shares	1.0KSH	$3.1K
18	Fortitude Family Office, LLC	Shares	989SH	$3.1K
19	True Wealth Design, LLC	Shares	580SH	$1.8K
20	Investors Research Corp	Shares	400SH	$1.3K
21	SJS Investment Consulting Inc.	Shares	269SH	$848
22	Wealth Enhancement Trust Services, Inc.	Shares	245SH	$772
23	Physician Wealth Advisors, Inc.	Shares	174SH	$549
24	Bogart Wealth, LLC	Shares	130SH	$410
25	CoreCap Advisors, LLC	Shares	103SH	$324
26	Tradewinds Capital Management, LLC	Shares	101SH	$319
27	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	20SH	$62

Manager changes2026-06-30 vs 2026-03-31

32 / 32 loaded

#		Instrument
1	Counterpoint Mutual Funds LLC new	Shares	+75.9K	+$239.0K	$239.0K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+54.0K	+$143.0K	$207.7K
3	NorthCrest Asset Manangement, LLC new	Shares	+12.7K	+$43.4K	$43.4K
4	Diversified Trust Co new	Shares	+13.6K	+$42.8K	$42.8K
5	Merit Financial Group, LLC new	Shares	+10.4K	+$32.6K	$32.6K
6	Carolina Wealth Advisors, LLC new	Shares	+1.9K	+$5.9K	$5.9K
7	IFP Advisors, Inc added	Shares	+1.4K	+$4.2K	$4.6K
8	Golden State Wealth Management, LLC new	Shares	+1.0K	+$3.1K	$3.1K
9	SIGNATUREFD, LLC added	Shares	+1.0K	+$2.7K	$8.2K
10	Farther Finance Advisors, LLC added	Shares	+701	+$2.6K	$9.4K
11	True Wealth Design, LLC added	Shares	+539	+$1.7K	$1.8K
12	SJS Investment Consulting Inc. new	Shares	+269	+$848	$848
13	Wealth Enhancement Trust Services, Inc. new	Shares	+245	+$772	$772
14	Physician Wealth Advisors, Inc. new	Shares	+174	+$549	$549
15	Bogart Wealth, LLC new	Shares	+130	+$410	$410
16	Tradewinds Capital Management, LLC added	Shares	+78	+$240	$319
17	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$2	$62
18	CoreCap Advisors, LLC unchanged	Shares	0	-$27	$324
19	Investors Research Corp unchanged	Shares	0	-$104	$1.3K
20	Fortitude Family Office, LLC unchanged	Shares	0	-$257	$3.1K
21	Scarborough Advisors, LLC exited	Shares	-80	-$273	$0
22	GAMMA Investing LLC added	Shares	+114	-$999	$16.8K
23	Capricorn Fund Managers Ltd unchanged	Shares	0	-$2.6K	$31.5K
24	ACT Advisors, LLC. trimmed	Shares	-116	-$3.2K	$34.5K
25	Revolve Wealth Partners, LLC trimmed	Shares	-191	-$3.3K	$31.8K
26	SBI Securities Co., Ltd. trimmed	Shares	-572	-$3.3K	$16.1K
27	Sound Income Strategies, LLC exited	Shares	-2.0K	-$6.0K	$0
28	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$6.5K	$79.3K
29	Fairvoy Private Wealth, LLC exited	Shares	-12.0K	-$40.9K	$0
30	EverSource Wealth Advisors, LLC trimmed	Shares	-19.4K	-$67.7K	$20.2K
31	INSPIRION WEALTH ADVISORS, LLC exited	Shares	-23.4K	-$80.0K	$0
32	Octavia Wealth Advisors, LLC exited	Shares	-32.5K	-$110.7K	$0