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Dogwood Wealth Management’s Woodside Energy WDS Stock Holding History

Dogwood Wealth Management’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 		$2.47K Hold
128
– – ﹤0.01% 629
2026
Q1 		$3.06K Buy
+128
New +$2.49K ﹤0.01% 576

Other funds holding WDS

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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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Dogwood Wealth Management's WDS Position: Q2 2026 in Review

Dogwood Wealth Management held its Woodside Energy (WDS) position steady in Q2 2026 at 128 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Dogwood Wealth Management first reported a position in WDS in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.06K in Q1 2026. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

  • Dogwood Wealth Management held 128 shares of Woodside Energy worth $2.47K as of Q2 2026.
  • Dogwood Wealth Management left its Woodside Energy share count unchanged in Q2 2026.
  • Woodside Energy made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #629 holding.
  • Dogwood Wealth Management first reported a position in Woodside Energy in Q1 2026 and has held it in 2 quarters since.
  • Dogwood Wealth Management's Woodside Energy position peaked at $3.06K in Q1 2026.
  • 306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.