Greenleaf Trust’s Woodside Energy WDS Stock Holding History

Greenleaf 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	$324K	Buy	13,555 +1,337	+11%	+$26K	﹤0.01%	623
2025 Q4	$190K	Sell	12,218 -1,038	-8%	-$16.5K	﹤0.01%	802
2025 Q3	$200K	Buy	13,256 +913	+7%	+$15K	﹤0.01%	786
2025 Q2	$190K	Sell	12,343 -2,586	-17%	-$36.2K	﹤0.01%	770
2025 Q1	$216K	Sell	14,929 -1,488	-9%	-$22.6K	﹤0.01%	749
2024 Q4	$256K	Sell	16,417 -14,376	-47%	-$230K	﹤0.01%	709
2024 Q3	$531K	Sell	30,793 -24,903	-45%	-$442K	﹤0.01%	499
2024 Q2	$1.05M	Buy	55,696 +39,695	+248%	+$739K	0.01%	293
2024 Q1	$320K	Sell	16,001 -1,172	-7%	-$23.7K	﹤0.01%	586
2023 Q4	$362K	Buy	17,173 +565	+3%	+$12K	﹤0.01%	548
2023 Q3	$387K	Sell	16,608 -404	-2%	-$9.84K	﹤0.01%	514
2023 Q2	$395K	Buy	17,012 +33	+0.2%	+$756	﹤0.01%	514
2023 Q1	$381K	Sell	16,979 -307	-2%	-$7.38K	﹤0.01%	529
2022 Q4	$418K	Sell	17,286 -479	-3%	-$11.4K	0.01%	494
2022 Q3	$358K	Sell	17,765 -5,497	-24%	-$121K	0.01%	482
2022 Q2	$502K	Buy	+23,262	New	+$527K	0.01%	393

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