Institute for Wealth Management’s Woodside Energy WDS Stock Holding History

Institute for 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	$2.96K	Buy	+153	New	+$3.41K	﹤0.01%	1537

Other funds holding WDS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Hourglass Capital Houston, Texas $508M AUM 32.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

NPA

Nichols & Pratt Advisers Boston, Massachusetts $1.65B AUM 22.9% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

MWM

McAlvany Wealth Management Durango, Colorado $134M AUM

Institute for Wealth Management's WDS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Woodside Energy (WDS) in Q2 2026: 153 shares worth $2.96K. The stake represents ﹤0.01% of the portfolio and ranks #1537 among its holdings.

171 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

Institute for Wealth Management held 153 shares of Woodside Energy worth $2.96K as of Q2 2026.
Woodside Energy was a new Institute for Wealth Management position in Q2 2026.
Woodside Energy made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1537 holding.
171 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.