Mather Group’s Woodside Energy WDS Stock Holding History

Mather Group’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 Q3	$2.31K	Hold	104	–	–	﹤0.01%	2018
2026 Q2	$2.01K	Buy	104 +99	+1,980%	+$2.21K	﹤0.01%	1735
2026 Q1	$119	Buy	+5	New	+$97	﹤0.01%	1864
2025 Q4	–	Sell	-5	Closed	-$75	–	1641
2025 Q3	$75	Buy	+5	New	+$82	﹤0.01%	1691
2025 Q2	–	Sell	-5	Closed	-$72	–	1710
2025 Q1	$72	Hold	5	–	–	﹤0.01%	1766
2024 Q4	$78	Sell	5 -27	-84%	-$433	﹤0.01%	1726
2024 Q3	$551	Sell	32 -646	-95%	-$11.5K	﹤0.01%	1603
2024 Q2	$13.5K	Buy	678 +630	+1,313%	+$11.7K	﹤0.01%	1363
2024 Q1	$1.01K	Buy	+48	New	+$971	﹤0.01%	1624

Other funds holding WDS

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return

MJPCFAI

Michael J. Porro & Co. Financial Advisors, Inc. Old Tappan, New Jersey $166M AUM 78.97% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Mather Group's WDS Position: Q3 2026 in Review

Mather Group held its Woodside Energy (WDS) position steady in Q3 2026 at 104 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #2018.

Mather Group first reported a position in WDS in Q1 2024 and has held it in 9 quarters since. The position peaked at $13.5K in Q2 2024. 72 funds tracked by Wall St. Rank hold WDS as of Q3 2026.

Mather Group held 104 shares of Woodside Energy worth $2.31K as of Q3 2026.
Mather Group left its Woodside Energy share count unchanged in Q3 2026.
Woodside Energy made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #2018 holding.
Mather Group first reported a position in Woodside Energy in Q1 2024 and has held it in 9 quarters since.
Mather Group's Woodside Energy position peaked at $13.5K in Q2 2024.
72 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.