EWM
WDS icon

Empirical Wealth Management’s Woodside Energy WDS Stock Holding History

Empirical 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 		$557K Sell
28,825
-1,655
-5% -$36.9K 0.01% 641
2026
Q1 		$728K Buy
30,480
+3,663
+14% +$71.2K 0.01% 434
2025
Q4 		$418K Buy
+26,817
New +$427K 0.01% 578

Other funds holding WDS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
HC
Hourglass Capital Houston, Texas $508M AUM 32.5% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
XC
XY Capital Central, Hong Kong $104M AUM 8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Empirical Wealth Management reduced its Woodside Energy (WDS) stake by 5.4% in Q2 2026, selling an estimated $36.9K and leaving 28,825 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #641.

Empirical Wealth Management first reported a position in WDS in Q4 2025 and has held it in 3 quarters since. The position peaked at $728K in Q1 2026. 199 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

  • Empirical Wealth Management held 28,825 shares of Woodside Energy worth $557K as of Q2 2026.
  • Empirical Wealth Management sold 1,655 Woodside Energy shares in Q2 2026, an estimated $36.9K.
  • Woodside Energy made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #641 holding.
  • Empirical Wealth Management first reported a position in Woodside Energy in Q4 2025 and has held it in 3 quarters since.
  • Empirical Wealth Management's Woodside Energy position peaked at $728K in Q1 2026.
  • 199 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.