True Wealth Design
WDS icon

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
Q3 		$10.2K Sell
459
-53
-10% -$1.19K ﹤0.01% 1056
2026
Q2 		$9.9K 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

Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
PKO Investment Management Joint-Stock
PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return
MJPCFAI
Michael J. Porro & Co. Financial Advisors, Inc. Old Tappan, New Jersey $166M AUM 78.97% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
BankChampaign National Association
BankChampaign National Association Champaign, Illinois $120M AUM 54.13% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

True Wealth Design's WDS Position: Q3 2026 in Review

True Wealth Design reduced its Woodside Energy (WDS) stake by 10% in Q3 2026, selling an estimated $1.19K and leaving 459 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

True Wealth Design first reported a position in WDS in Q4 2022 and has held it in 16 quarters since. The position peaked at $12.7K in Q1 2026. 58 funds tracked by Wall St. Rank hold WDS as of Q3 2026.

  • True Wealth Design held 459 shares of Woodside Energy worth $10.2K as of Q3 2026.
  • True Wealth Design sold 53 Woodside Energy shares in Q3 2026, an estimated $1.19K.
  • Woodside Energy made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1056 holding.
  • True Wealth Design first reported a position in Woodside Energy in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Woodside Energy position peaked at $12.7K in Q1 2026.
  • 58 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.