180 Wealth Advisors’s Woodside Energy WDS Stock Holding History

180 Wealth Advisors’s Portfolio WDS Stock Details WDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$885K	Sell	45,825 -738	-2%	-$16.4K	0.09%	213
2026 Q1	$1.11M	Buy	46,563 +194	+0.4%	+$3.77K	0.13%	176
2025 Q4	$723K	Buy	46,369 +7,149	+18%	+$114K	0.08%	224
2025 Q3	$590K	Buy	39,220 +5,251	+15%	+$86.5K	0.07%	239
2025 Q2	$524K	Buy	33,969 +1,745	+5%	+$24.4K	0.07%	238
2025 Q1	$467K	Buy	32,224 +6,965	+28%	+$106K	0.07%	243
2024 Q4	$394K	Buy	25,259 +3,890	+18%	+$62.4K	0.06%	268
2024 Q3	$368K	Buy	21,369 +4,206	+25%	+$74.6K	0.06%	293
2024 Q2	$340K	Buy	+17,163	New	+$319K	0.06%	297

Other funds holding WDS

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Cromwell Holdings Jackson, Wyoming $223M AUM 44.02% 1-Year Est. Return