Creative Planning
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Creative Planning’s Woodside Energy WDS Stock Holding History

Creative Planning’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 		$11.4M Buy
591,873
+186,824
+46% +$4.16M 0.01% 789
2026
Q1 		$9.67M Buy
405,049
+92,884
+30% +$1.81M 0.01% 710
2025
Q4 		$4.87M Buy
312,165
+63,529
+26% +$1.01M ﹤0.01% 1023
2025
Q3 		$3.74M Buy
248,636
+62,088
+33% +$1.02M ﹤0.01% 1057
2025
Q2 		$2.88M Buy
186,548
+69,999
+60% +$980K ﹤0.01% 1063
2025
Q1 		$1.69M Sell
116,549
-101,589
-47% -$1.55M ﹤0.01% 1307
2024
Q4 		$3.4M Buy
218,138
+119,497
+121% +$1.92M ﹤0.01% 833
2024
Q3 		$1.7M Buy
98,641
+6,398
+7% +$113K ﹤0.01% 1171
2024
Q2 		$1.74M Buy
92,243
+39,602
+75% +$737K ﹤0.01% 1058
2024
Q1 		$1.05M Buy
52,641
+2,835
+6% +$57.4K ﹤0.01% 1310
2023
Q4 		$1.05M Sell
49,806
-8,426
-14% -$179K ﹤0.01% 1203
2023
Q3 		$1.36M Sell
58,232
-4,228
-7% -$103K ﹤0.01% 1020
2023
Q2 		$1.45M Buy
62,460
+16,794
+37% +$385K ﹤0.01% 953
2023
Q1 		$1.02M Buy
45,666
+4,835
+12% +$116K ﹤0.01% 1068
2022
Q4 		$989K Buy
40,831
+2,189
+6% +$51.9K ﹤0.01% 1042
2022
Q3 		$779K Buy
38,642
+17,820
+86% +$393K ﹤0.01% 1076
2022
Q2 		$449K Buy
+20,822
New +$472K ﹤0.01% 1378

Other funds holding WDS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning's WDS Position: Q2 2026 in Review

Creative Planning increased its Woodside Energy (WDS) stake by 46% in Q2 2026, buying an estimated $4.16M and bringing the position to 591,873 shares worth $11.4M. The position accounts for 0.01% of the portfolio, ranked #789.

Creative Planning first reported a position in WDS in Q2 2022 and has held it in 17 quarters since. 305 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

  • Creative Planning held 591,873 shares of Woodside Energy worth $11.4M as of Q2 2026.
  • Creative Planning bought 186,824 Woodside Energy shares in Q2 2026, an estimated $4.16M.
  • Woodside Energy made up 0.01% of Creative Planning's portfolio in Q2 2026, its #789 holding.
  • Creative Planning first reported a position in Woodside Energy in Q2 2022 and has held it in 17 quarters since.
  • 305 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.