BFC Planning, Inc.’s Woodside Energy WDS Stock Holding History

BFC Planning, 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 Q2	$3.84K	Buy	199 +50	+34%	+$1.11K	﹤0.01%	2772
2026 Q1	$3.56K	Hold	149	–	–	﹤0.01%	2429
2025 Q4	$2.32K	Buy	149 +24	+19%	+$382	﹤0.01%	2589
2025 Q3	$1.88K	Hold	125	–	–	﹤0.01%	2490
2025 Q2	$1.93K	Hold	125	–	–	﹤0.01%	2316
2025 Q1	$1.81K	Sell	125 -21	-14%	-$320	﹤0.01%	2328
2024 Q4	$2.28K	Buy	+146	New	+$2.34K	﹤0.01%	2257

Other funds holding WDS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

BFC Planning, Inc.'s WDS Position: Q2 2026 in Review

BFC Planning, Inc. increased its Woodside Energy (WDS) stake by 34% in Q2 2026, buying an estimated $1.11K and bringing the position to 199 shares worth $3.84K. The position accounts for ﹤0.01% of the portfolio, ranked #2772.

BFC Planning, Inc. first reported a position in WDS in Q4 2024 and has held it in 7 quarters since. 310 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

BFC Planning, Inc. held 199 shares of Woodside Energy worth $3.84K as of Q2 2026.
BFC Planning, Inc. bought 50 Woodside Energy shares in Q2 2026, an estimated $1.11K.
Woodside Energy made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2772 holding.
BFC Planning, Inc. first reported a position in Woodside Energy in Q4 2024 and has held it in 7 quarters since.
310 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.