Woori Financial-Spon ADRWF

13F holders, Q4 2024 (December 31)
123holders +2
11new positions
10sold out
4famous investors
$31.26avg. 13F price*

At the end of Q4 2024, 123 institutions reported holding Woori Financial-Spon ADR (WF) in their 13F filings, up 2 from Q3 2024. 11 opened new positions and 10 sold out. The largest holders were BlackRock, Inc. ($57.0M), Morgan Stanley ($42.3M) and Connor, Clark & Lunn Investment Management Ltd. ($17.9M). 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 Steve Cohen (0.0% of Point72 Asset 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions11$2.0M
Exits10$2.9M

All 13F filers, Q3 2024 → Q4 2024: 370,335 shares bought and 256,172 shares sold, net +114,163 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 123 holders

BlackRock, Inc. 0.00% Reduce -0.2% 1,822,539 $57.0M
Morgan Stanley 0.00% Reduce -0.0% 1,354,453 $42.3M
Connor, Clark & Lunn Investment Management Ltd. 0.08% Add +6.5% 572,589 $17.9M
Arrowstreet Capital, Limited Partnership 0.01% Add +39.8% 287,852 $9.0M
Creative Planning 0.01% Add +10.2% 171,717 $5.4M
Meritage Portfolio Management 0.31% Reduce -6.6% 159,018 $5.0M
Bank of America Corp. 0.00% Add +19.6% 140,654 $4.4M
Acadian Asset Management LLC 0.01% Reduce -0.7% 140,100 $4.4M
Ethic Inc. 0.06% Reduce -9.7% 97,213 $3.0M
Vident Advisory, LLC 0.05% Reduce -1.6% 94,986 $3.0M
Marshall Wace, LLP 0.00% Add +4.5% 91,806 $2.9M
CWA Asset Management Group, LLC 0.13% Add +0.3% 85,474 $2.7M
O'shaughnessy Asset Management, LLC 0.02% Add +17.7% 79,776 $2.5M
Vanguard Personalized Indexing Management, LLC 0.04% Add +0.4% 77,942 $2.4M
Dimensional Fund Advisors LP 0.00% Add +45.4% 70,121 $2.2M
Sei Investments Co. 0.00% Add +0.1% 64,662 $2.0M
Millennium Management 0.00% Add +5.3% 57,597 $1.8M
Laird Norton Wetherby Wealth Management, LLC 0.08% Reduce -10.9% 56,075 $1.8M
Renaissance Technologies 0.00% Reduce -47.4% 52,100 $1.6M
Quadrant Capital Group LLC 0.11% Reduce -1.1% 51,639 $1.6M
BNP Paribas Financial Markets 0.00% Add +20.5% 51,347 $1.6M
Guggenheim Capital LLC 0.01% Reduce -11.9% 46,526 $1.5M
JPMorgan Chase & Co. 0.00% Add +1830.4% 43,724 $1.4M
Signaturefd, LLC 0.03% Reduce -0.9% 43,701 $1.4M
Cerity Partners LLC 0.00% Reduce -3.4% 40,587 $1.3M
Ramirez Asset Management, Inc. 0.26% Reduce -2.6% 41,200 $1.3M
Invesco Ltd. 0.00% Add +2.4% 40,936 $1.3M
Quantinno Capital Management LP 0.01% Add +9.3% 39,596 $1.2M
Victory Capital Management Inc. 0.00% Reduce -1.8% 39,316 $1.2M
Rhumbline Advisers 0.00% Reduce -1.9% 39,060 $1.2M
Public Employees Retirement System of Ohio 0.00% Add +4.9% 35,551 $1.1M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -2.3% 33,850 $1.1M
FMR LLC 0.00% Reduce -4.7% 33,503 $1.0M
Ativo Capital Management LLC 1.04% Reduce -2.0% 33,388 $1.0M
Goldman Sachs Group Inc. 0.00% Add +43.8% 31,154 $974K
Ritholtz Wealth Management 0.03% Add +1.0% 30,567 $955K
Natixis Advisors, LLC 0.00% Add +10.4% 29,561 $924K
Ballentine Partners, LLC 0.02% Reduce -2.3% 29,108 $910K
US Bancorp \de 0.00% Reduce -2.3% 28,657 $896K
Mariner, LLC 0.00% Reduce -5.3% 27,423 $857K
Northern Trust Corp. 0.00% Add +4.7% 26,247 $820K
First Trust Advisors LP 0.00% New 24,941 $779K
Sequoia Financial Advisors, LLC 0.01% Add +0.9% 24,688 $772K
Jane Street Group, LLC 0.00% Add +288.9% 24,648 $770K
Corient Private Wealth LP 0.00% Reduce -1.2% 22,717 $710K
Yousif Capital Management, LLC 0.01% New 22,566 $705K
DGS Capital Management, LLC 0.15% Add +24.4% 19,126 $598K
Pathstone Holdings, LLC 0.00% Reduce -1.3% 18,677 $584K
Two Sigma Investments, LP 0.00% Reduce -43.8% 17,467 $546K
PNC Financial Services Group, Inc. 0.00% Reduce -0.5% 17,390 $543K
Caprock Group, LLC 0.02% Add +3.1% 15,225 $476K
Parallel Advisors, LLC 0.01% Add +9.1% 14,984 $468K
Point72 Asset Management 0.00% Add +148.2% 13,400 $419K
AQR Capital Management 0.00% Reduce -14.0% 13,381 $418K
LPL Financial LLC 0.00% Add +8.6% 13,346 $417K
West Family Investments, Inc. 0.13% Reduce -7.6% 12,330 $385K
Bridgewater Advisors Inc. 0.04% Reduce -1.8% 11,863 $380K
Schechter Investment Advisors, LLC 0.03% Reduce -7.3% 11,919 $372K
PDS Planning, Inc 0.03% Reduce -4.0% 11,857 $371K
QRG Capital Management, Inc. 0.00% Reduce -22.5% 11,854 $370K
Blue Trust, Inc. 0.00% Reduce -69.8% 10,928 $342K
Composition Wealth, LLC 0.01% No change 10,268 $321K
Cubist Systematic Strategies, LLC 0.01% Add +20.0% 9,944 $311K
Sivia Capital Partners, LLC 0.15% Reduce -2.1% 9,731 $304K
Cable Hill Partners, LLC 0.03% Reduce -6.2% 9,641 $301K
Mercer Global Advisors Inc. 0.00% Add +3.1% 9,479 $296K
Citigroup Inc. 0.00% Add +22.1% 9,441 $295K
Pinnacle Wealth Planning Services, Inc. 0.04% Reduce -41.0% 8,603 $269K
BSW Wealth Partners 0.04% Reduce -1.7% 8,578 $268K
Verition Fund Management LLC 0.00% New 7,820 $244K
Ameriprise Financial Inc. 0.00% Add +1.8% 7,773 $243K
Envestnet Asset Management Inc. 0.00% Reduce -7.5% 7,610 $238K
Ariadne Wealth Management, LP 0.11% New 6,890 $233K
Aprio Wealth Management, LLC 0.03% Add +18.6% 7,227 $226K
Greenleaf Trust 0.00% No change 6,992 $219K
Strategic Global Advisors, LLC 0.04% No change 6,882 $215K
Ieq Capital, LLC 0.00% Add +3.0% 6,647 $208K
EverSource Wealth Advisors, LLC 0.01% Reduce -6.4% 6,154 $192K
Lindbrook Capital, LLC 0.02% Add +6.0% 5,378 $168K
Cwm, LLC 0.00% Add +0.7% 4,281 $134K
Russell Investments Group, Ltd. 0.00% Add +1.2% 3,588 $112K
Avior Wealth Management, LLC 0.00% No change 3,501 $109K
GAMMA Investing LLC 0.01% Reduce -4.0% 2,628 $82K
UBS Group AG 0.00% Reduce -6.5% 2,000 $63K
WealthCollab, LLC 0.03% Reduce -5.3% 1,324 $41K
Royal Bank of Canada 0.00% Add +0.3% 1,124 $35K
Advisors Preferred, LLC 0.01% New 1,031 $32K
Assetmark, Inc. 0.00% Reduce -94.1% 955 $30K
Global Retirement Partners, LLC 0.00% Add +15.8% 916 $29K
Osaic Holdings, Inc. 0.00% Reduce -33.8% 892 $28K
Allworth Financial LP 0.00% Add +2.6% 802 $26K
SBI Securities Co., Ltd. 0.00% — 795 $25K
Rise Advisors, LLC 0.01% Add +0.9% 791 $25K
UMB Bank, n.a. 0.00% No change 582 $18K
JFS Wealth Advisors, LLC 0.00% Reduce -7.6% 415 $13K
CIBC Private Wealth Group LLC 0.00% Add +534.9% 400 $13K
Tower Research Capital LLC (TRC) 0.00% New 396 $12K
Bell Investment Advisors, Inc 0.00% Reduce -14.9% 330 $10K
Smartleaf Asset Management LLC 0.00% Reduce -73.1% 315 $10K
Sierra Ocean, LLC 0.01% — 314 $10K

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

Show all 123 holders