Financial Perspectives’s Woodside Energy WDS Stock Holding History

Financial Perspectives’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	$3.13K	Hold	131	–	–	﹤0.01%	622
2025 Q4	$2.04K	Hold	131	–	–	﹤0.01%	634
2025 Q3	$1.97K	Hold	131	–	–	﹤0.01%	638
2025 Q2	$2.02K	Hold	131	–	–	﹤0.01%	628
2025 Q1	$1.9K	Hold	131	–	–	﹤0.01%	627
2024 Q4	$2.04K	Hold	131	–	–	﹤0.01%	626
2024 Q3	$2.26K	Hold	131	–	–	﹤0.01%	580
2024 Q2	$2.46K	Hold	131	–	–	﹤0.01%	564
2024 Q1	$2.62K	Hold	131	–	–	﹤0.01%	555
2023 Q4	$2.76K	Hold	131	–	–	﹤0.01%	567
2023 Q3	$3.05K	Hold	131	–	–	﹤0.01%	557
2023 Q2	$3.04K	Hold	131	–	–	﹤0.01%	551
2023 Q1	$2.94K	Hold	131	–	–	﹤0.01%	554
2022 Q4	$3.17K	Hold	131	–	–	﹤0.01%	554
2022 Q3	$2.64K	Hold	131	–	–	﹤0.01%	558
2022 Q2	$2.82K	Buy	+131	New	+$2.97K	﹤0.01%	566

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