AssetMark Inc
WDS icon

AssetMark Inc’s Woodside Energy WDS Stock Holding History

AssetMark Inc’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
Q3 		$96.2K Buy
4,339
+2,872
+196% +$64.6K ﹤0.01% 1669
2026
Q2 		$28.3K Buy
1,467
+96
+7% +$2.14K ﹤0.01% 2061
2026
Q1 		$32.7K Buy
1,371
+419
+44% +$8.15K ﹤0.01% 1889
2025
Q4 		$14.8K Buy
952
+454
+91% +$7.22K ﹤0.01% 2092
2025
Q3 		$7.5K Buy
498
+329
+195% +$5.42K ﹤0.01% 2211
2025
Q2 		$2.61K Buy
+169
New +$2.36K ﹤0.01% 2349
2024
Q2 		– Sell
-7,851
Closed -$146K – 2245
2024
Q1 		$157K Sell
7,851
-1,709
-18% -$34.6K ﹤0.01% 985
2023
Q4 		$202K Sell
9,560
-92
-1% -$1.96K ﹤0.01% 914
2023
Q3 		$225K Sell
9,652
-642
-6% -$15.6K ﹤0.01% 852
2023
Q2 		$239K Sell
10,294
-447
-4% -$10.2K ﹤0.01% 815
2023
Q1 		$241K Buy
10,741
+2,697
+34% +$64.8K ﹤0.01% 807
2022
Q4 		$195K Buy
8,044
+2,862
+55% +$67.9K ﹤0.01% 822
2022
Q3 		$104K Sell
5,182
-1,393
-21% -$30.7K ﹤0.01% 840
2022
Q2 		$142K Buy
+6,575
New +$149K ﹤0.01% 772

Other funds holding WDS

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hourglass Capital
Hourglass Capital Houston, Texas $488M AUM 24.3% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
Ethic Inc
Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return

AssetMark Inc's WDS Position: Q3 2026 in Review

AssetMark Inc increased its Woodside Energy (WDS) stake by 196% in Q3 2026, buying an estimated $64.6K and bringing the position to 4,339 shares worth $96.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1669.

AssetMark Inc first reported a position in WDS in Q2 2022 and has held it in 14 quarters since. The position peaked at $241K in Q1 2023. 161 funds tracked by Wall St. Rank hold WDS as of Q3 2026.

  • AssetMark Inc held 4,339 shares of Woodside Energy worth $96.2K as of Q3 2026.
  • AssetMark Inc bought 2,872 Woodside Energy shares in Q3 2026, an estimated $64.6K.
  • Woodside Energy made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1669 holding.
  • AssetMark Inc first reported a position in Woodside Energy in Q2 2022 and has held it in 14 quarters since.
  • AssetMark Inc's Woodside Energy position peaked at $241K in Q1 2023.
  • 161 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.