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Waverly Advisors’s Woodside Energy WDS Stock Holding History

Waverly Advisors’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 		$591K Buy
30,570
+5,751
+23% +$128K ﹤0.01% 1097
2026
Q1 		$593K Sell
24,819
-2,558
-9% -$49.7K ﹤0.01% 1004
2025
Q4 		$427K Buy
+27,377
New +$435K ﹤0.01% 1065

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

Waverly Advisors's WDS Position: Q2 2026 in Review

Waverly Advisors increased its Woodside Energy (WDS) stake by 23% in Q2 2026, buying an estimated $128K and bringing the position to 30,570 shares worth $591K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Waverly Advisors first reported a position in WDS in Q4 2025 and has held it in 3 quarters since. The position peaked at $593K in Q1 2026. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

  • Waverly Advisors held 30,570 shares of Woodside Energy worth $591K as of Q2 2026.
  • Waverly Advisors bought 5,751 Woodside Energy shares in Q2 2026, an estimated $128K.
  • Woodside Energy made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1097 holding.
  • Waverly Advisors first reported a position in Woodside Energy in Q4 2025 and has held it in 3 quarters since.
  • Waverly Advisors's Woodside Energy position peaked at $593K in Q1 2026.
  • 306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.