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 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	+$1.05K	﹤0.01%	2063

Other funds holding WDS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

Root Financial Partners's WDS Position: Q1 2026 in Review

Root Financial Partners increased its Woodside Energy (WDS) stake by 85% in Q1 2026, buying an estimated $1.46K and bringing the position to 163 shares worth $3.89K. The position accounts for ﹤0.01% of the portfolio, ranked #2046.

Root Financial Partners first reported a position in WDS in Q3 2025 and has held it in 3 quarters since. 319 funds tracked by Wall St. Rank hold WDS as of Q1 2026.

Root Financial Partners held 163 shares of Woodside Energy worth $3.89K as of Q1 2026.
Root Financial Partners bought 75 Woodside Energy shares in Q1 2026, an estimated $1.46K.
Woodside Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2046 holding.
Root Financial Partners first reported a position in Woodside Energy in Q3 2025 and has held it in 3 quarters since.
319 funds tracked by Wall St. Rank held Woodside Energy as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.