Root Financial Partners
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Root Financial Partners’s Woodside Energy WDS Stock Holding History

Root Financial Partners’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 		$6.3K Buy
+284
New +$6.39K ﹤0.01% 2138
2026
Q2 		– Sell
-163
Closed -$3.89K – 3153
2026
Q1 		$3.89K Buy
163
+75
+85% +$1.46K ﹤0.01% 2046
2025
Q4 		$1.37K Buy
88
+24
+38% +$382 ﹤0.01% 2052
2025
Q3 		$963 Buy
+64
New +$1.06K ﹤0.01% 2063

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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Farm Mutual Automobile Insurance
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EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Root Financial Partners's WDS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Woodside Energy (WDS) in Q3 2026: 284 shares worth $6.3K. The stake represents ﹤0.01% of the portfolio and ranks #2138 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WDS as recently as Q1 2026.

Root Financial Partners first reported a position in WDS in Q3 2025 and has held it in 4 quarters since. 225 funds tracked by Wall St. Rank hold WDS as of Q3 2026.

  • Root Financial Partners held 284 shares of Woodside Energy worth $6.3K as of Q3 2026.
  • Woodside Energy was a new Root Financial Partners position in Q3 2026.
  • Woodside Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2138 holding.
  • Root Financial Partners first reported a position in Woodside Energy in Q3 2025 and has held it in 4 quarters since.
  • 225 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.