Woori Financial-Spon ADRWF

13F holders, Q2 2024 (June 30)
103holders +6
14new positions
8sold out
2famous investors
$32.04avg. 13F price*

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

050100150200 Q1 2024: 97Q1 2024Q2 2024: 103Q2 2024Q3 2024: 121Q3 2024Q4 2024: 123Q4 2024Q1 2025: 131Q1 2025Q2 2025: 138Q2 2025Q3 2025: 146Q3 2025Q4 2025: 171Q4 2025Q1 2026: 198Q1 2026Q2 2026: 200Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions14$4.7M
Exits8$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.