Olistico Wealth’s Woodside Energy WDS Stock Holding History

Olistico 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	$696	Hold	36	–	–	﹤0.01%	325
2026 Q1	$860	Hold	36	–	–	﹤0.01%	329
2025 Q4	$561	Buy	+36	New	+$573	﹤0.01%	334
2025 Q3	–	Sell	-36	Closed	-$555	–	343
2025 Q2	$555	Hold	36	–	–	﹤0.01%	360
2025 Q1	$522	Hold	36	–	–	﹤0.01%	336
2024 Q4	$562	Hold	36	–	–	﹤0.01%	302
2024 Q3	$621	Hold	36	–	–	﹤0.01%	303
2024 Q2	$677	Buy	+36	New	+$670	﹤0.01%	295

Other funds holding WDS

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return