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Ritholtz Wealth Management’s Woodside Energy WDS Stock Holding History

Ritholtz 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
2025
Q4 		– Sell
-20,740
Closed -$312K – 1179
2025
Q3 		$312K Buy
+20,740
New +$342K 0.01% 824
2025
Q1 		– Sell
-53,050
Closed -$828K – 972
2024
Q4 		$828K Buy
53,050
+5,136
+11% +$82.3K 0.02% 421
2024
Q3 		$826K Buy
47,914
+27,029
+129% +$479K 0.02% 421
2024
Q2 		$393K Sell
20,885
-10,636
-34% -$198K 0.01% 587
2024
Q1 		$629K Buy
31,521
+19,458
+161% +$394K 0.02% 474
2023
Q4 		$254K Buy
+12,063
New +$257K 0.01% 640

Other funds holding WDS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ritholtz Wealth Management's WDS Position: Q4 2025 in Review

Ritholtz Wealth Management sold out of Woodside Energy (WDS) in Q4 2025, closing a stake of 20,740 shares — an estimated $312K sold.

Ritholtz Wealth Management first reported a position in WDS in Q4 2023 and held it in 6 quarters. The position peaked at $828K in Q4 2024. 281 funds tracked by Wall St. Rank hold WDS as of Q4 2025.

  • Ritholtz Wealth Management reported no remaining Woodside Energy position as of Q4 2025 after selling out during the quarter.
  • Ritholtz Wealth Management sold 20,740 Woodside Energy shares in Q4 2025, an estimated $312K.
  • Ritholtz Wealth Management first reported a position in Woodside Energy in Q4 2023 and held it in 6 quarters.
  • Ritholtz Wealth Management's Woodside Energy position peaked at $828K in Q4 2024.
  • 281 funds tracked by Wall St. Rank held Woodside Energy as of Q4 2025.

Based on Ritholtz Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.