Whittier Trust’s Woodside Energy WDS Stock Holding History

Whittier Trust’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
2025 Q3	–	Sell	-216	Closed	-$3.33K	–	1625
2025 Q2	$3.33K	Hold	216	–	–	﹤0.01%	1379
2025 Q1	$3.13K	Sell	216 -786	-78%	-$12K	﹤0.01%	1366
2024 Q4	$15.6K	Hold	1,002	–	–	﹤0.01%	1170
2024 Q3	$17.3K	Sell	1,002 -2,061	-67%	-$36.6K	﹤0.01%	1142
2024 Q2	$57.6K	Buy	3,063 +615	+25%	+$11.4K	﹤0.01%	890
2024 Q1	$48.9K	Sell	2,448 -613	-20%	-$12.4K	﹤0.01%	941
2023 Q4	$64.5K	Sell	3,061 -523	-15%	-$11.1K	﹤0.01%	866
2023 Q3	$83.4K	Buy	3,584 +469	+15%	+$11.4K	﹤0.01%	808
2023 Q2	$72.2K	Sell	3,115 -449	-13%	-$10.3K	﹤0.01%	855
2023 Q1	$79.9K	Sell	3,564 -121	-3%	-$2.91K	﹤0.01%	869
2022 Q4	$89.2K	Sell	3,685 -617	-14%	-$14.6K	﹤0.01%	842
2022 Q3	$87K	Buy	4,302 +303	+8%	+$6.68K	﹤0.01%	833
2022 Q2	$86K	Buy	+3,999	New	+$90.6K	﹤0.01%	831

Other funds holding WDS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Voloridge Investment Management

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return