Woori Financial-Spon ADRWF

13F holders, Q3 2024 (September 30)
121holders +18
23new positions
6sold out
4famous investors
$34.58avg. 13F price*

At the end of Q3 2024, 121 institutions reported holding Woori Financial-Spon ADR (WF) in their 13F filings, up 18 from Q2 2024. 23 opened new positions and 6 sold out. The largest holders were BlackRock, Inc. ($65.2M), Morgan Stanley ($48.4M) and Connor, Clark & Lunn Investment Management Ltd. ($19.2M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions23$5.6M
Exits6$882K

All 13F filers, Q2 2024 → Q3 2024: 848,324 shares bought and 63,928 shares sold, net +784,396 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 121 holders

BlackRock, Inc. 0.00% — 1,826,192 $65.2M
Morgan Stanley 0.00% Add +1.1% 1,354,697 $48.4M
Connor, Clark & Lunn Investment Management Ltd. 0.09% Add +79.6% 537,402 $19.2M
Meritage Portfolio Management 0.37% Add +17.1% 170,316 $6.1M
Creative Planning 0.01% Add +29.4% 155,822 $5.6M
Acadian Asset Management LLC 0.02% Add +49.2% 141,035 $5.0M
Bank of America Corp. 0.00% Add +21.8% 117,639 $4.2M
Renaissance Technologies 0.01% Add +56.4% 99,000 $3.5M
Ethic Inc. 0.09% Reduce -6.9% 107,609 $3.5M
Vident Advisory, LLC 0.09% Add +23.3% 96,565 $3.5M
Marshall Wace, LLP 0.00% Add +319.1% 87,838 $3.1M
CWA Asset Management Group, LLC 0.16% — 85,240 $3.0M
Vanguard Personalized Indexing Management, LLC 0.04% Add +16.0% 77,656 $2.8M
O'shaughnessy Asset Management, LLC 0.02% Reduce -10.2% 67,764 $2.5M
Sei Investments Co. 0.00% No change 64,612 $2.3M
Laird Norton Wetherby Wealth Management, LLC 0.10% Reduce -2.6% 62,931 $2.2M
Millennium Management 0.00% Add +67.3% 54,680 $2.0M
Guggenheim Capital LLC 0.01% Reduce -4.4% 52,791 $1.9M
Quadrant Capital Group LLC 0.13% Add +2.4% 52,192 $1.9M
Dimensional Fund Advisors LP 0.00% Add +146.1% 48,213 $1.7M
Signaturefd, LLC 0.03% Add +1.5% 44,110 $1.6M
BNP Paribas Financial Markets 0.00% Add +38.0% 42,599 $1.5M
Ramirez Asset Management, Inc. 0.29% Reduce -1.0% 42,313 $1.5M
Cerity Partners LLC 0.00% Add +112.0% 42,015 $1.5M
Victory Capital Management Inc. 0.00% No change 40,051 $1.4M
Invesco Ltd. 0.00% Add +2.2% 39,986 $1.4M
Rhumbline Advisers 0.00% Reduce -6.8% 39,813 $1.4M
Quantinno Capital Management LP 0.02% Add +32.3% 36,226 $1.3M
FMR LLC 0.00% Add +34.7% 35,164 $1.3M
B. Metzler seel. Sohn & Co. Holding AG 0.01% — 34,650 $1.2M
B. Metzler seel. Sohn & Co. AG 0.01% No change 34,650 $1.2M
Ativo Capital Management LLC 1.07% Reduce -0.6% 34,087 $1.2M
Public Employees Retirement System of Ohio 0.01% New 33,894 $1.2M
Blue Trust, Inc. 0.02% Add +232.8% 36,131 $1.2M
Two Sigma Investments, LP 0.00% New 31,060 $1.1M
Ritholtz Wealth Management 0.03% Reduce -4.3% 30,266 $1.1M
Ballentine Partners, LLC 0.02% Add +14.4% 29,797 $1.1M
US Bancorp \de 0.00% Add +7.1% 29,344 $1.0M
First Trust Direct Indexing L.P. 0.06% Reduce -0.8% 29,210 $1.0M
Mariner, LLC 0.00% Add +6.5% 28,953 $1.0M
Summit Global Investments 0.06% Reduce -6.8% 27,077 $967K
Natixis Advisors, LLC 0.00% Add +45.6% 26,769 $956K
Northern Trust Corp. 0.00% Add +11.4% 25,065 $896K
Sequoia Financial Advisors, LLC 0.01% Reduce -1.4% 24,471 $874K
Corient Private Wealth LP 0.00% Add +4.7% 22,997 $822K
Goldman Sachs Group Inc. 0.00% Add +23.4% 21,670 $774K
Cresset Asset Management, LLC 0.00% Add +10.3% 20,889 $746K
Pathstone Holdings, LLC 0.00% Reduce -1.8% 18,925 $676K
PNC Financial Services Group, Inc. 0.00% Add +0.5% 17,478 $624K
Assetmark, Inc. 0.00% Add +10.8% 16,259 $581K
AQR Capital Management 0.00% New 15,564 $556K
DGS Capital Management, LLC 0.15% Add +35.3% 15,368 $549K
QRG Capital Management, Inc. 0.01% Add +21.6% 15,301 $547K
Caprock Group, LLC 0.02% Add +0.3% 14,761 $527K
Pinnacle Wealth Planning Services, Inc. 0.07% Reduce -0.0% 14,579 $521K
Parallel Advisors, LLC 0.01% Add +22.7% 13,739 $491K
West Family Investments, Inc. 0.16% Add +11.8% 13,339 $477K
Schechter Investment Advisors, LLC 0.03% Add +2.4% 12,852 $459K
PDS Planning, Inc 0.04% Add +0.4% 12,344 $441K
LPL Financial LLC 0.00% Add +33.7% 12,291 $439K
Bridgewater Advisors Inc. 0.04% Add +2.0% 12,076 $424K
Cable Hill Partners, LLC 0.04% Reduce -2.8% 10,281 $367K
Composition Wealth, LLC 0.01% No change 10,268 $367K
Sivia Capital Partners, LLC 0.21% Reduce -0.5% 9,938 $355K
Mercer Global Advisors Inc. 0.00% Add +17.2% 9,198 $326K
BSW Wealth Partners 0.05% Reduce -5.0% 8,726 $312K
Cubist Systematic Strategies, LLC 0.00% New 8,285 $296K
Envestnet Asset Management Inc. 0.00% New 8,224 $294K
Citigroup Inc. 0.00% Add +16.1% 7,733 $276K
Ameriprise Financial Inc. 0.00% Reduce -0.2% 7,637 $273K
Greenleaf Trust 0.00% Add +0.2% 6,992 $250K
Strategic Global Advisors, LLC 0.05% No change 6,882 $246K
Compound Planning, Inc. 0.01% New 6,733 $241K
EverSource Wealth Advisors, LLC 0.01% Reduce -31.6% 6,572 $235K
Townsquare Capital LLC 0.00% New 6,487 $232K
Ieq Capital, LLC 0.00% New 6,452 $231K
Jane Street Group, LLC 0.00% New 6,338 $226K
Canopy Partners, LLC 0.10% New 6,235 $223K
Centiva Capital, LP 0.01% New 6,201 $222K
Aprio Wealth Management, LLC 0.03% New 6,096 $218K
Franklin Resources Inc. 0.00% New 5,652 $209K
Point72 Asset Management 0.00% New 5,400 $193K
Lindbrook Capital, LLC 0.02% Reduce -16.5% 5,076 $181K
Cwm, LLC 0.00% Add +3.0% 4,253 $152K
Russell Investments Group, Ltd. 0.00% No change 3,544 $127K
Avior Wealth Management, LLC 0.01% No change 3,501 $125K
GAMMA Investing LLC 0.01% Add +61.1% 2,739 $98K
JPMorgan Chase & Co. 0.00% Reduce -14.6% 2,265 $81K
Venturi Wealth Management, LLC 0.00% Add +2018.3% 2,203 $79K
UBS Group AG 0.00% Add +8.3% 2,139 $76K
Allspring Global Investments Holdings, LLC 0.00% New 1,677 $60K
WealthCollab, LLC 0.03% Add +4.4% 1,398 $50K
Osaic Holdings, Inc. 0.00% Add +14.0% 1,347 $48K
Smartleaf Asset Management LLC 0.01% Add +188.2% 1,170 $43K
Baldwin Wealth Partners LLC 0.00% New 1,158 $41K
Royal Bank of Canada 0.00% Add +5.1% 1,121 $40K
Global Retirement Partners, LLC 0.00% Add +291.6% 791 $28K
Rise Advisors, LLC 0.01% Add +0.8% 784 $28K
Allworth Financial LP 0.00% Add +5.0% 782 $28K
UMB Bank, n.a. 0.00% Add +5.0% 582 $21K
JFS Wealth Advisors, LLC 0.00% Add +32.8% 449 $16K
Bell Investment Advisors, Inc 0.00% Add +23.2% 388 $14K
TD Private Client Wealth LLC 0.00% New 285 $10K
Arlington Trust Co LLC 0.00% No change 219 $8K
Principal Securities, Inc. 0.00% Add +1088.9% 214 $8K
Arrowstreet Capital, Limited Partnership 0.00% Reduce -1.7% 205,879 $6K
Ancora Advisors LLC 0.00% No change 150 $5K
Clean Yield Group 0.00% New 100 $4K
Wilmington Savings Fund Society, FSB 0.00% New 97 $3K
Private Trust Co. NA 0.00% Add +43.9% 95 $3K
Highline Wealth Partners LLC 0.00% New 87 $3K
Spire Wealth Management 0.00% No change 75 $3K
IFP Advisors, Inc 0.00% No change 72 $3K
Farther Finance Advisors, LLC 0.00% Add +204.3% 70 $3K
Raffa Wealth Management, LLC 0.00% No change 65 $2K
CIBC Private Wealth Group LLC 0.00% New 63 $2K
Abound Wealth Management 0.00% Add +54.3% 54 $2K
Granite FO LLC 0.00% New 43 $2K
Huntington National Bank 0.00% No change 28 $1K
First Horizon Advisors, Inc. 0.00% New 14 $499
Coppell Advisory Solutions LLC 0.00% No change 10 $367

"% of holder's portfolio" is WF's weight in each manager's 13F, not the share of Woori Financial-Spon ADR the manager owns.