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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

WTI holding history

W&T Offshore Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WTI overviewAll 13F holders of WTIFull Q2 2026 holdings

Shares (Q2 2026)
351,485
Value
$1.11M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WTI by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026351,485$1.11M<0.1%+160,942+84.5%AddedHolders
Q1 2026190,543$649.8K<0.1%+159,459+513.0%AddedHolders
Q4 202531,084$50.7K<0.1%−989−3.1%ReducedHolders
Q3 202532,073$58.4K<0.1%−10,812−25.2%ReducedHolders
Q2 202542,885$70.8K<0.1%+12,749+42.3%AddedHolders
Q1 202530,136$46.7K<0.1%−2,705−8.2%ReducedHolders
Q4 202432,841$54.5K<0.1%−253,906−88.5%ReducedHolders
Q3 2024286,747$616.5K<0.1%+36,145+14.4%AddedHolders
Q2 2024250,602$536.3K<0.1%+87,227+53.4%AddedHolders
Q1 2024163,375$432.9K<0.1%+107,314+191.4%AddedHolders
Q4 202356,061$182.8K<0.1%+36,859+192.0%AddedHolders
Q3 202319,202$84.1K<0.1%−2,954−13.3%ReducedHolders
Q2 202322,156$85.7K<0.1%−4,581−17.1%ReducedHolders
Q1 202326,737$135.8K<0.1%+8,509+46.7%AddedHolders
Q4 202218,228$101.7K<0.1%+2,503+15.9%AddedHolders
Q3 202215,725$92.0K<0.1%+950+6.4%AddedHolders
Q2 202214,775$64.0K<0.1%+75+0.5%AddedHolders
Q1 202214,700$56.0K<0.1%00.0%UnchangedHolders
Q4 202114,700$47.0K<0.1%−32,160−68.6%ReducedHolders
Q3 202146,860$174.0K<0.1%+32,460+225.4%AddedHolders
Q2 202114,400$70.0K<0.1%−1,685−10.5%ReducedHolders
Q1 202116,085$58.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.