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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Northern Trust
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
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
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return