Creative Planning
WDS icon

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
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 $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return