Woori Financial-Spon ADRWF
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 103 institutions reported holding Woori Financial-Spon ADR (WF) in their 13F filings, up 6 from Q1 2024. 14 opened new positions and 8 sold out. The largest holders were BlackRock Inc. ($55.0M), Morgan Stanley ($42.9M) and Connor, Clark & Lunn Investment Management Ltd. ($9.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Woori Financial-Spon ADR
- CUSIP
- 981064108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $4.7M |
| Exits | 8 | $2.0M |
All 13F filers, Q1 2024 → Q2 2024: 675,236 shares bought and 131,515 shares sold, net +543,721 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 103 holders
| BlackRock Inc. | 0.00% | Add +0.8% | 1,715,813 | $55.0M |
| Morgan Stanley | 0.00% | Add +5.4% | 1,340,072 | $42.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Add +121.0% | 299,271 | $9.6M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -1.9% | 209,423 | $6.7M |
| Meritage Portfolio Management | 0.29% | Add +53.4% | 145,471 | $4.7M |
| Creative Planning | 0.00% | Add +15.0% | 120,380 | $3.9M |
| Ethic Inc. | 0.09% | Add +7.3% | 115,547 | $3.7M |
| Bank of America Corp. | 0.00% | Add +2.1% | 96,610 | $3.1M |
| Acadian Asset Management LLC | 0.01% | Add +78.3% | 94,538 | $3.0M |
| Vident Advisory, LLC | 0.07% | Add +43.1% | 78,340 | $2.5M |
| O'shaughnessy Asset Management, LLC | 0.03% | Reduce -10.3% | 75,458 | $2.4M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +4.2% | 66,927 | $2.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.10% | Add +0.1% | 64,633 | $2.1M |
| Sei Investments Co. | 0.00% | No change | 64,612 | $2.1M |
| Renaissance Technologies | 0.00% | Add +108.9% | 63,300 | $2.0M |
| Guggenheim Capital LLC | 0.01% | Add +2.4% | 55,205 | $1.8M |
| Quadrant Capital Group LLC | 0.12% | Add +2.5% | 50,983 | $1.6M |
| Signaturefd, LLC | 0.03% | Reduce -1.6% | 43,457 | $1.4M |
| Rhumbline Advisers | 0.00% | Reduce -24.0% | 42,738 | $1.4M |
| Ramirez Asset Management, Inc. | 0.28% | New | 42,737 | $1.4M |
| Victory Capital Management Inc. | 0.00% | No change | 40,051 | $1.3M |
| Invesco Ltd. | 0.00% | Add +9.7% | 39,127 | $1.3M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +123.5% | 34,650 | $1.1M |
| Ativo Capital Management LLC | 1.14% | Reduce -0.6% | 34,288 | $1.1M |
| Millennium Management | 0.00% | Add +54.7% | 32,675 | $1.0M |
| Ritholtz Wealth Management | 0.03% | Reduce -15.6% | 31,642 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Add +89.1% | 30,857 | $989K |
| First Trust Direct Indexing L.P. | 0.06% | Add +4.2% | 29,434 | $943K |
| Summit Global Investments | 0.07% | New | 29,044 | $931K |
| US Bancorp \de | 0.00% | Reduce -6.0% | 27,395 | $878K |
| Quantinno Capital Management LP | 0.02% | Add +39.4% | 27,386 | $877K |
| Mariner, LLC | 0.00% | Add +6.3% | 27,189 | $871K |
| FMR LLC | 0.00% | Reduce -22.6% | 26,104 | $836K |
| Ballentine Partners, LLC | 0.02% | Reduce -14.5% | 26,053 | $835K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +2.9% | 24,810 | $795K |
| Northern Trust Corp. | 0.00% | Add +4.6% | 22,508 | $721K |
| Corient Private Wealth LP | 0.00% | Reduce -0.9% | 21,965 | $704K |
| Marshall Wace, LLP | 0.00% | New | 20,961 | $672K |
| Cerity Partners LLC | 0.00% | Reduce -34.1% | 19,819 | $635K |
| Dimensional Fund Advisors LP | 0.00% | Add +17.6% | 19,595 | $628K |
| Pathstone Holdings, LLC | 0.00% | Add +4.6% | 19,274 | $618K |
| Cresset Asset Management, LLC | 0.00% | Add +7.0% | 18,933 | $607K |
| Natixis Advisors, LLC | 0.00% | Add +28.0% | 18,381 | $589K |
| Goldman Sachs Group Inc. | 0.00% | New | 17,563 | $563K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.5% | 17,386 | $557K |
| Caprock Group, LLC | 0.02% | Reduce -4.5% | 14,720 | $472K |
| Assetmark, Inc. | 0.00% | Add +24761.0% | 14,668 | $470K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | Reduce -0.1% | 14,582 | $467K |
| QRG Capital Management, Inc. | 0.00% | Add +4.6% | 12,585 | $403K |
| Schechter Investment Advisors, LLC | 0.03% | Reduce -0.6% | 12,554 | $402K |
| PDS Planning, Inc | 0.04% | Add +2.7% | 12,296 | $394K |
| Bridgewater Advisors Inc. | 0.05% | New | 11,835 | $387K |
| West Family Investments, Inc. | 0.11% | No change | 11,929 | $382K |
| DGS Capital Management, LLC | 0.10% | Reduce -23.5% | 11,359 | $364K |
| Parallel Advisors, LLC | 0.01% | Reduce -10.4% | 11,198 | $359K |
| Blue Trust, Inc. | 0.00% | Add +524.6% | 10,856 | $352K |
| Cable Hill Partners, LLC | 0.04% | New | 10,581 | $339K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +7.5% | 9,609 | $339K |
| Composition Wealth, LLC | 0.01% | No change | 10,268 | $329K |
| Sivia Capital Partners, LLC | 0.21% | Add +0.4% | 9,983 | $320K |
| LPL Financial LLC | 0.00% | Add +30.3% | 9,194 | $295K |
| BSW Wealth Partners | 0.05% | Add +0.0% | 9,182 | $294K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.6% | 7,849 | $251K |
| Ameriprise Financial Inc. | 0.00% | Add +1.0% | 7,654 | $245K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -31.7% | 7,100 | $227K |
| Geode Capital Management, LLC | 0.00% | Reduce -19.1% | 7,072 | $227K |
| Greenleaf Trust | 0.00% | Reduce -0.3% | 6,978 | $224K |
| Strategic Global Advisors, LLC | 0.05% | No change | 6,882 | $220K |
| Atria Investments, Inc | 0.00% | New | 6,715 | $215K |
| Citigroup Inc. | 0.00% | Add +48.8% | 6,658 | $213K |
| Lindbrook Capital, LLC | 0.02% | Add +3.3% | 6,082 | $195K |
| EntryPoint Capital, LLC | 0.06% | New | 4,324 | $139K |
| Cwm, LLC | 0.00% | Add +6.2% | 4,129 | $132K |
| Russell Investments Group, Ltd. | 0.00% | No change | 3,544 | $114K |
| Avior Wealth Management, LLC | 0.00% | No change | 3,501 | $112K |
| JPMorgan Chase & Co. | 0.00% | Add +161.2% | 2,651 | $85K |
| Advisors Preferred, LLC | 0.01% | New | 2,094 | $66K |
| UBS Group AG | 0.00% | Reduce -15.1% | 1,975 | $63K |
| GAMMA Investing LLC | 0.01% | Reduce -7.5% | 1,700 | $54K |
| WealthCollab, LLC | 0.03% | No change | 1,339 | $43K |
| Osaic Holdings, Inc. | 0.00% | Add +7287.5% | 1,182 | $38K |
| Royal Bank of Canada | 0.00% | Add +3.2% | 1,067 | $34K |
| Janiczek Wealth Management, LLC | 0.01% | No change | 841 | $27K |
| Rise Advisors, LLC | 0.01% | Add +5.0% | 778 | $25K |
| Allworth Financial LP | 0.00% | Add +5.8% | 745 | $24K |
| UMB Bank, n.a. | 0.00% | Add +1.8% | 554 | $18K |
| Smartleaf Asset Management LLC | 0.00% | New | 406 | $13K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 338 | $11K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -3.7% | 315 | $10K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -89.0% | 276 | $9K |
| Arlington Trust Co LLC | 0.00% | No change | 219 | $7K |
| Global Retirement Partners, LLC | 0.00% | No change | 202 | $6K |
| Ancora Advisors LLC | 0.00% | No change | 150 | $5K |
| Venturi Wealth Management, LLC | 0.00% | New | 104 | $3K |
| Spire Wealth Management | 0.00% | New | 75 | $2K |
| IFP Advisors, Inc | 0.00% | Add +1.4% | 72 | $2K |
| Private Trust Co. NA | 0.00% | Add +153.8% | 66 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 65 | $2K |
| Abound Wealth Management | 0.00% | Reduce -7.9% | 35 | $1K |
| Huntington National Bank | 0.00% | New | 28 | $897 |
| Farther Finance Advisors, LLC | 0.00% | New | 23 | $722 |
| Principal Securities, Inc. | 0.00% | No change | 18 | $577 |
| Coppell Advisory Solutions LLC | 0.00% | — | 10 | $320 |
"% of holder's portfolio" is WF's weight in each manager's 13F, not the share of Woori Financial-Spon ADR the manager owns.