Naviter Wealth’s Woodside Energy WDS Stock Holding History

Naviter Wealth’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	$644K	Buy	33,349 +6,657	+25%	+$148K	0.06%	202
2026 Q1	$637K	Buy	26,692 +2,133	+9%	+$41.5K	0.08%	188
2025 Q4	$383K	Sell	24,559 -1,742	-7%	-$27.7K	0.05%	213
2025 Q3	$396K	Buy	26,301 +2,595	+11%	+$42.8K	0.05%	212
2025 Q2	$366K	Buy	+23,706	New	+$332K	0.05%	217
2024 Q4	–	Sell	-44,704	Closed	-$801K	–	307
2024 Q3	$801K	Buy	44,704 +960	+2%	+$17K	0.11%	170
2024 Q2	$823K	Buy	43,744 +1,797	+4%	+$33.4K	0.12%	173
2024 Q1	$861K	Buy	41,947 +17,784	+74%	+$360K	0.14%	167
2023 Q4	$510K	Sell	24,163 -5,615	-19%	-$120K	0.1%	175
2023 Q3	$694K	Buy	29,778 +2,010	+7%	+$49K	0.17%	146
2023 Q2	$644K	Buy	27,768 +3,320	+14%	+$76K	0.16%	153
2023 Q1	$548K	Buy	+24,448	New	+$587K	0.19%	143

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 $2.3T AUM 54.33% 1-Year Est. Return

QCM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Naviter Wealth's WDS Position: Q2 2026 in Review

Naviter Wealth increased its Woodside Energy (WDS) stake by 25% in Q2 2026, buying an estimated $148K and bringing the position to 33,349 shares worth $644K. The position accounts for 0.06% of the portfolio, ranked #202.

Naviter Wealth first reported a position in WDS in Q1 2023 and has held it in 12 quarters since. The position peaked at $861K in Q1 2024. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

Naviter Wealth held 33,349 shares of Woodside Energy worth $644K as of Q2 2026.
Naviter Wealth bought 6,657 Woodside Energy shares in Q2 2026, an estimated $148K.
Woodside Energy made up 0.06% of Naviter Wealth's portfolio in Q2 2026, its #202 holding.
Naviter Wealth first reported a position in Woodside Energy in Q1 2023 and has held it in 12 quarters since.
Naviter Wealth's Woodside Energy position peaked at $861K in Q1 2024.
306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.