Wealth Enhancement Advisory Services
WDS icon

Wealth Enhancement Advisory Services’s Woodside Energy WDS Stock Holding History

Wealth Enhancement Advisory Services’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 		$299K Buy
+13,251
New +$298K ﹤0.01% 3344
2024
Q4 		– Sell
-10,601
Closed -$183K – 3122
2024
Q3 		$183K Buy
+10,601
New +$188K ﹤0.01% 2467
2023
Q4 		– Sell
-9,778
Closed -$228K – 2445
2023
Q3 		$228K Buy
+9,778
New +$238K ﹤0.01% 1924

Other funds holding WDS

NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Wealth Enhancement Advisory Services's WDS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Woodside Energy (WDS) in Q3 2026: 13,251 shares worth $299K. The stake represents ﹤0.01% of the portfolio and ranks #3344 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in WDS as recently as Q3 2024.

Wealth Enhancement Advisory Services first reported a position in WDS in Q3 2023 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold WDS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 13,251 shares of Woodside Energy worth $299K as of Q3 2026.
  • Woodside Energy was a new Wealth Enhancement Advisory Services position in Q3 2026.
  • Woodside Energy made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3344 holding.
  • Wealth Enhancement Advisory Services first reported a position in Woodside Energy in Q3 2023 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.