Ethic Inc’s Woodside Energy WDS Stock Holding History

Ethic Inc’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	$2.01M	Buy	84,319 +4,495	+6%	+$87.4K	0.03%	460
2025 Q4	$1.24M	Buy	79,824 +7,116	+10%	+$113K	0.02%	573
2025 Q3	$1.09M	Buy	72,708 +24,713	+51%	+$407K	0.02%	608
2025 Q2	$740K	Buy	47,995 +9,011	+23%	+$126K	0.01%	707
2025 Q1	$575K	Buy	38,984 +4,009	+11%	+$61K	0.01%	742
2024 Q4	$546K	Sell	34,975 -19,058	-35%	-$306K	0.01%	773
2024 Q3	$1.08M	Buy	54,033 +3,079	+6%	+$54.6K	0.03%	558
2024 Q2	$958K	Sell	50,954 -3,079	-6%	-$57.3K	0.02%	576
2024 Q1	$1.08M	Sell	54,033 -11,513	-18%	-$233K	0.03%	558
2023 Q4	$1.38M	Sell	65,546 -12,663	-16%	-$270K	0.04%	455
2023 Q3	$1.82M	Sell	78,209 -2,813	-3%	-$68.5K	0.06%	341
2023 Q2	$1.88M	Sell	81,022 -67,049	-45%	-$1.54M	0.07%	320
2023 Q1	$3.32M	Buy	148,071 +2,872	+2%	+$69K	0.13%	195
2022 Q4	$3.52M	Buy	145,199 +59,679	+70%	+$1.42M	0.19%	143
2022 Q3	$1.72M	Buy	85,520 +30,092	+54%	+$663K	0.12%	224
2022 Q2	$1.2M	Buy	+55,428	New	+$1.26M	0.08%	285

Other funds holding WDS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return