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Sound Income Strategies’s Woodside Energy WDS Stock Holding History

Sound Income Strategies’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 		– Sell
-467
Closed -$11.1K – 2378
2026
Q1 		$11.1K Buy
467
+9
+2% +$175 ﹤0.01% 1452
2025
Q4 		$7.29K Buy
458
+441
+2,594% +$7.01K ﹤0.01% 1639
2025
Q3 		$251 Buy
+17
New +$280 ﹤0.01% 1587

Other funds holding WDS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
HC
Hourglass Capital Houston, Texas $508M AUM 32.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sound Income Strategies's WDS Position: Q2 2026 in Review

Sound Income Strategies sold out of Woodside Energy (WDS) in Q2 2026, closing a stake of 467 shares — an estimated $11.1K sold.

Sound Income Strategies first reported a position in WDS in Q3 2025 and held it in 3 quarters. The position peaked at $11.1K in Q1 2026. 218 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

  • Sound Income Strategies reported no remaining Woodside Energy position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 467 Woodside Energy shares in Q2 2026, an estimated $11.1K.
  • Sound Income Strategies first reported a position in Woodside Energy in Q3 2025 and held it in 3 quarters.
  • Sound Income Strategies's Woodside Energy position peaked at $11.1K in Q1 2026.
  • 218 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.