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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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

True Wealth Design's WDS Position: Q2 2026 in Review

True Wealth Design reduced its Woodside Energy (WDS) stake by 3.4% in Q2 2026, selling an estimated $401 and leaving 512 shares worth $9.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

True Wealth Design first reported a position in WDS in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.7K in Q1 2026. 305 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

  • True Wealth Design held 512 shares of Woodside Energy worth $9.89K as of Q2 2026.
  • True Wealth Design sold 18 Woodside Energy shares in Q2 2026, an estimated $401.
  • Woodside Energy made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1062 holding.
  • True Wealth Design first reported a position in Woodside Energy in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Woodside Energy position peaked at $12.7K in Q1 2026.
  • 305 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.