Whipplewood Advisors’s Woodside Energy WDS Stock Holding History

Whipplewood 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	–	Sell	-402	Closed	-$9.6K	–	1033
2026 Q1	$9.6K	Buy	+402	New	+$7.82K	0.01%	495
2025 Q3	–	Sell	-458	Closed	-$7.07K	–	1157
2025 Q2	$7.07K	Buy	458 +33	+8%	+$462	﹤0.01%	629
2025 Q1	$6.46K	Buy	425 +49	+13%	+$746	﹤0.01%	646
2024 Q4	$5.87K	Buy	+376	New	+$6.03K	﹤0.01%	660

Other funds holding WDS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Whipplewood Advisors's WDS Position: Q2 2026 in Review

Whipplewood Advisors sold out of Woodside Energy (WDS) in Q2 2026, closing a stake of 402 shares — an estimated $9.6K sold.

Whipplewood Advisors first reported a position in WDS in Q4 2024 and held it in 4 quarters. The position peaked at $9.6K in Q1 2026. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

Whipplewood Advisors reported no remaining Woodside Energy position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 402 Woodside Energy shares in Q2 2026, an estimated $9.6K.
Whipplewood Advisors first reported a position in Woodside Energy in Q4 2024 and held it in 4 quarters.
Whipplewood Advisors's Woodside Energy position peaked at $9.6K in Q1 2026.
306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.