Whiting USA Trust II (WHZT) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Whiting USA Trust II (WHZT) trades at $0.1604 with AI Score 45/100 (Grade C). Whiting USA Trust II holds net profits interests in oil and gas producing properties across multiple US basins. Sector: Energy.
Price as of Aug 21, 2026 · Last analyzed: Mar 18, 2026Analyst Coverage for WHZT: WHZT does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates WHZT against Energy peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
WHZT: 1/3 scored disciplines lean bearish. Dominant signal: Moon AI bearish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Whiting USA Trust II (WHZT) Energy Operations & Outlook
Whiting USA Trust II, a subsidiary of Whiting Petroleum, focuses on extracting value from mature oil and gas properties across the US, primarily in the Permian Basin, Rocky Mountains, Gulf Coast, and Mid-Continent regions. It manages interests in hundreds of wells, leveraging established production profiles to generate net profits.
What Is the Investment Thesis for WHZT?
Whiting USA Trust II presents a unique investment profile due to its focus on mature oil and gas fields. The company's profitability, indicated by a 23.2% profit margin and 100% gross margin, suggests efficient operations and cost management. However, the absence of a dividend yield may deter some investors seeking regular income. The company's beta of 1.54 indicates higher volatility compared to the market, which could be a concern for risk-averse investors. Key value drivers include sustained production from existing wells and efficient cost control. Upcoming catalysts include potential increases in oil and gas prices, which would directly boost the company's net profits interest. Potential risks include declining production rates from mature fields and fluctuations in commodity prices.
Based on FMP financials and quantitative analysis
WHZT Key Highlights
Profit Margin of 23.2% demonstrates strong profitability in its operations.
- Gross Margin of 100.0% indicates efficient cost management in extracting and selling oil and gas.
- P/E Ratio of 11.01 suggests the company may be undervalued compared to its earnings.
- Beta of 1.54 indicates higher volatility compared to the overall market.
- Operates interests in approximately 364.1 net producing oil and natural gas wells across 42 fields.
Who Are WHZT's Competitors?
WHZT is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| COP ConocoPhillips | $130.58 | +0.66% | $159B | 84 |
| EOG EOG Resources, Inc. | $152.19 | +1.81% | $81.1B | 94 |
| OXY Occidental Petroleum Corporation | $60.09 | +0.48% | $59.8B | 78 |
| FANG Diamondback Energy, Inc. | $208.55 | -0.70% | $58.7B | 66 |
| DVN Devon Energy Corporation | $49.30 | +2.31% | $54.2B | 63 |
| EQT EQT Corporation | $53.89 | +0.47% | $33.7B | 76 |
| TPL Texas Pacific Land Corporation | $373.18 | +2.14% | $26.0B | 96 |
| EXE Expand Energy Corporation | $95.50 | -0.55% | $23.0B | 88 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are WHZT's Key Strengths?
Established production profiles in mature fields.
- High gross margin of 100.0%.
- Geographic diversification across multiple US basins.
- Subsidiary of Whiting Petroleum Corporation.
What Are WHZT's Weaknesses?
Dependence on commodity prices.
- Lack of control over operational decisions made by Whiting Petroleum.
- No dividend yield may deter some investors.
- Higher volatility compared to the market (Beta of 1.54).
What Could Drive WHZT Stock Higher?
Potential increases in oil and gas prices could boost net profits.
- Efficient cost management can improve profitability.
- Sustained production from existing wells provides a stable revenue stream.
What Are the Key Risks for WHZT?
Declining production rates from mature fields could reduce revenue.
- Fluctuations in commodity prices can impact profitability.
- Dependence on Whiting Petroleum Corporation for operational decisions.
- Environmental regulations could increase operating costs.
What Are the Growth Opportunities for WHZT?
- Increased Oil and Gas Prices: A sustained increase in oil and gas prices would directly translate to higher net profits for Whiting USA Trust II, given its net profits interest structure. Market forecasts suggest potential price increases due to global demand and supply constraints. This growth opportunity is contingent on macroeconomic factors and geopolitical stability, with potential upside in the next 1-3 years.
- Enhanced Operational Efficiency: Implementing advanced technologies and optimizing production processes can further reduce operating costs and increase output from existing wells. This includes techniques like enhanced oil recovery (EOR) and improved well maintenance. The potential market size for efficiency improvements is significant, with potential cost savings of 5-10% achievable within the next year through targeted investments.
- Strategic Acquisitions of Net Profits Interests: Acquiring additional net profits interests in producing properties can expand Whiting USA Trust II's asset base and revenue streams. This strategy aligns with the company's existing business model and leverages its expertise in managing mature fields. The market for such acquisitions is competitive, but strategic deals could significantly boost the company's long-term profitability, with potential deals materializing within the next 2-5 years.
- Expansion in Existing Basins: Focusing on expanding its presence within its current operational areas, such as the Permian Basin and Rocky Mountains, allows Whiting USA Trust II to leverage existing infrastructure and expertise. This targeted approach can lead to increased production and reduced operating costs. The potential market size in these basins is substantial, with opportunities for growth in the next 1-3 years.
- Technological Advancements in Production: Implementing new technologies such as AI-powered predictive maintenance and advanced data analytics can optimize production and reduce downtime. These technologies can improve well performance and extend the lifespan of mature fields. The market for these technologies is rapidly growing, with potential benefits for Whiting USA Trust II within the next 1-2 years.
What Are WHZT's Competitive Advantages?
- Established production profiles in mature fields provide a predictable revenue stream.
- Net profits interest structure reduces exposure to exploration and development risks.
- Geographic diversification across multiple US basins mitigates regional risks.
- Subsidiary of Whiting Petroleum Corporation provides access to resources and expertise.
What Does WHZT Do?
Whiting USA Trust II was established in 2011 as a subsidiary of Whiting Petroleum Corporation. The company's core business revolves around holding a term net profits interest in oil and gas producing properties located across several key regions in the United States, including the Permian Basin, Rocky Mountains, Gulf Coast, and Mid-Continent. These properties consist of interests in approximately 364.1 net producing oil and natural gas wells spread across 42 predominately mature fields. These fields have established production profiles, allowing Whiting USA Trust II to focus on efficient extraction and profit generation. Unlike exploration and development companies, Whiting USA Trust II does not engage in drilling new wells or exploring new fields. Instead, it leverages existing infrastructure and proven reserves to generate revenue. This strategy reduces the risk associated with exploration and focuses on maximizing returns from established assets. The company's operations are concentrated in eight states, indicating a broad geographic footprint within the US oil and gas landscape. Based in Houston, Texas, Whiting USA Trust II benefits from its location in a major energy hub, facilitating access to industry expertise, capital, and infrastructure.
What Products and Services Does WHZT Offer?
- Holds a term net profits interest in oil and gas producing properties.
- Manages interests in approximately 364.1 net producing oil and natural gas wells.
- Operates in 42 predominately mature fields with established production profiles.
- Focuses on oil and gas properties located in the Permian Basin, Rocky Mountains, Gulf Coast, and Mid-Continent regions.
- Extracts and sells oil and natural gas from existing wells.
- Maximizes returns from established assets through efficient operations.
How Does WHZT Make Money?
- Generates revenue from its net profits interest in oil and gas production.
- Focuses on mature fields with established production profiles to minimize exploration risk.
- Manages existing infrastructure and proven reserves to generate revenue.
- Operates as a subsidiary of Whiting Petroleum Corporation.
What Industry Does WHZT Operate In?
Whiting USA Trust II operates within the oil and gas exploration and production industry, which is characterized by cyclical commodity prices and fluctuating demand. The industry is currently navigating a transition towards cleaner energy sources, although demand for oil and gas remains significant. Whiting USA Trust II's focus on mature fields positions it differently from companies focused on exploration and development. The competitive landscape includes both major integrated oil companies and smaller independent producers. The company's success depends on its ability to efficiently manage its existing assets and capitalize on favorable commodity prices.
Who Are WHZT's Key Customers?
- Oil and gas purchasers who buy the extracted resources.
- Refineries that process the crude oil and natural gas.
- End-users of petroleum products and natural gas.
Key Financial Metrics
Return on equity for Whiting USA Trust II stands at 6.5%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 26.9%, showing how much profit it generates from its asset base. WHZT trades at a trailing price-to-earnings ratio of 11.01, below the Energy sector average of ~19x. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 9.1%, the inverse of the P/E and a quick read on earnings relative to price.
How Whiting USA Trust II Is Valued
Relative to its peer group, WHZT's quantitative score of 45/100 is below the peer average of 77/100.
WHZT Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the trust's future performance, indicating that management believes in its potential.
- Community sentiment has shifted positively, with many investors expressing optimism about the trust's asset management and distribution capabilities.
- The energy sector has shown resilience recently, which could bode well for Whiting USA Trust II as it benefits from stable oil prices.
- Increased discussions around environmental sustainability may enhance the trust's appeal as it aligns with growing investor interests in responsible investments.
Bear Case
- Concerns about fluctuating oil prices could lead to uncertainty in the trust's revenue generation, making investors wary.
- Some community members have voiced skepticism over the long-term viability of fossil fuel investments, potentially impacting sentiment negatively.
- Recent regulatory changes in the energy sector may pose risks, leading to apprehension among investors regarding compliance costs.
- The trust's distribution yields have faced scrutiny, with some questioning whether current payouts are sustainable in the face of market volatility.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
WHZT Latest News
No recent news available for WHZT.
WHZT Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for WHZT.
Price Targets
Wall Street price target analysis for WHZT.
WHZT MoonshotScore
What does this score mean?
The MoonshotScore rates WHZT 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
WHZT OTC Market Information
The OTC Other tier represents the lowest tier of the OTC market, indicating that Whiting USA Trust II may not meet the minimum financial standards required for higher tiers like OTCQX or OTCQB. Companies in this tier may have limited financial disclosure and may not be subject to the same regulatory oversight as companies listed on major exchanges like the NYSE or NASDAQ. This tier often includes companies with distressed financials, shell companies, or those that choose not to comply with higher reporting standards.
- OTC Tier: OTC Other
- Limited financial disclosure due to OTC Other tier requirements.
- Lower liquidity compared to stocks listed on major exchanges.
- Potential for price manipulation due to less regulatory oversight.
- Higher risk of fraud or scams compared to listed companies.
- Dependence on Whiting Petroleum Corporation for operational decisions.
- Verify the company's financial statements and SEC filings (if available).
- Research the background and reputation of the company's management team.
- Assess the company's business model and competitive landscape.
- Understand the risks associated with investing in OTC stocks.
- Consult with a financial advisor before making any investment decisions.
- Check for any regulatory actions or legal proceedings involving the company.
- Confirm the company's registration and compliance status with relevant authorities.
- Subsidiary of Whiting Petroleum Corporation.
- Established production profiles in mature fields.
- Operates in multiple US basins.
- Founded in 2011.
Whiting USA Trust II Energy Stock: Key Questions Answered
What does the AI Score mean for WHZT?
WHZT holds an AI Score of 45/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Whiting USA Trust II holds net profits interests in oil and gas producing properties across multiple US basins. The company operates as a subsidiary of Whiting Petroleum Corporation, focusing …
What does Whiting USA Trust II do?
Whiting USA Trust II operates as a subsidiary of Whiting Petroleum Corporation, focusing on extracting value from mature oil and gas fields. The company holds a net profits interest in approximately 364.1 producing wells across 42 fields, primarily in the Permian Basin, Rocky Mountains, Gulf Coast, and Mid-Continent regions.
What do analysts say about WHZT stock?
Given that Whiting USA Trust II trades on the OTC market, formal analyst coverage may be limited. However, key valuation metrics such as the P/E ratio of 11.01 and a profit margin of 23.2% provide insights into the company's financial performance.
What are the main risks for WHZT?
The primary risks for Whiting USA Trust II include declining production rates from its mature fields, which could reduce revenue over time. Fluctuations in oil and gas prices also pose a significant risk, as lower prices would directly impact the company's net profits interest.
What are the key factors to evaluate for WHZT?
Whiting USA Trust II (WHZT) holds an AI score of 45/100 (low). Whiting USA Trust II presents a unique investment profile due to its focus on mature oil and gas fields. Not financial advice.
How frequently does WHZT data refresh on this page?
WHZT's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven WHZT's recent stock price performance?
Whiting USA Trust II (WHZT) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Established production profiles in mature fields. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider WHZT overvalued or undervalued right now?
Whiting USA Trust II (WHZT) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research WHZT before investing?
Before investing in Whiting USA Trust II (WHZT), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Limited information available due to OTC listing and disclosure status.
- Financial data based on available information and may not be comprehensive.
- AI analysis pending for WHZT.