DWT
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Dorsey & Whitney Trust’s Woodside Energy WDS Stock Holding History

Dorsey & Whitney Trust’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 		$200K Buy
+8,395
New +$163K 0.01% 690
2025
Q1 		– Sell
-10,904
Closed -$170K – 700
2024
Q4 		$170K Buy
+10,904
New +$175K 0.01% 658
2023
Q4 		– Sell
-9,460
Closed -$220K – 636
2023
Q3 		$220K Buy
9,460
+256
+3% +$6.24K 0.02% 516
2023
Q2 		$213K Sell
9,204
-3,374
-27% -$77.3K 0.02% 538
2023
Q1 		$282K Buy
12,578
+2,391
+23% +$57.4K 0.03% 437
2022
Q4 		$247K Buy
+10,187
New +$242K 0.02% 466
2022
Q3 		– Sell
-9,655
Closed -$207K – 573
2022
Q2 		$207K Buy
+9,655
New +$219K 0.02% 501

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