True Wealth Design’s Woodside Energy WDS Stock Holding History

True Wealth Design’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	$9.89K	Sell	512 -18	-3%	-$401	﹤0.01%	1062
2026 Q1	$12.7K	Buy	530 +285	+116%	+$5.54K	﹤0.01%	898
2025 Q4	$3.82K	Sell	245 -10	-4%	-$159	﹤0.01%	1201
2025 Q3	$3.84K	Buy	255 +49	+24%	+$808	﹤0.01%	1190
2025 Q2	$3.18K	Buy	206 +70	+51%	+$980	﹤0.01%	988
2025 Q1	$1.97K	Buy	136 +10	+8%	+$152	﹤0.01%	1010
2024 Q4	$1.97K	Sell	126 -38	-23%	-$609	﹤0.01%	739
2024 Q3	$2.83K	Sell	164 -5	-3%	-$89	﹤0.01%	697
2024 Q2	$3.18K	Buy	169 +52	+44%	+$968	﹤0.01%	309
2024 Q1	$2.34K	Buy	117 +54	+86%	+$1.09K	﹤0.01%	331
2023 Q4	$1.33K	Buy	63 +3	+5%	+$64	﹤0.01%	331
2023 Q3	$1.4K	Buy	60 +11	+22%	+$268	﹤0.01%	290
2023 Q2	$1.14K	Buy	49 +7	+17%	+$160	﹤0.01%	313
2023 Q1	$943	Buy	42 +1	+2%	+$24	﹤0.01%	412
2022 Q4	$993	Buy	+41	New	+$972	﹤0.01%	342

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