Woori Financial-Spon ADRWF

13F holders, Q2 2025 (June 30)
138holders +7
23new positions
16sold out
2famous investors
$49.73avg. 13F price*

At the end of Q2 2025, 138 institutions reported holding Woori Financial-Spon ADR (WF) in their 13F filings, up 7 from Q1 2025. 23 opened new positions and 16 sold out. The largest holders were BlackRock, Inc. ($102.3M), Morgan Stanley ($75.2M) and Connor, Clark & Lunn Investment Management Ltd. ($24.6M). 2 famous investors held it, including 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions23$3.7M
Exits16$7.2M

All 13F filers, Q1 2025 → Q2 2025: 623,821 shares bought and 394,828 shares sold, net +228,993 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 138 holders

BlackRock, Inc. 0.00% Add +7.3% 2,057,241 $102.3M
Morgan Stanley 0.00% Add +8.2% 1,511,459 $75.2M
Connor, Clark & Lunn Investment Management Ltd. 0.09% Reduce -8.5% 494,930 $24.6M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -1.9% 284,575 $14.2M
Creative Planning 0.01% Add +25.8% 261,811 $13.0M
Acadian Asset Management LLC 0.01% Add +0.8% 128,924 $6.4M
Vident Advisory, LLC 0.07% Add +2.1% 117,759 $5.9M
Ethic Inc. 0.09% Add +9.2% 105,012 $5.1M
Vanguard Personalized Indexing Management, LLC 0.06% Add +27.9% 100,704 $5.0M
Bank of America Corp. 0.00% Reduce -28.0% 98,209 $4.9M
Meritage Portfolio Management 0.30% Reduce -2.8% 95,621 $4.8M
Dimensional Fund Advisors LP 0.00% Add +16.0% 90,571 $4.5M
O'shaughnessy Asset Management, LLC 0.03% Add +3.1% 89,110 $4.4M
Quantinno Capital Management LP 0.02% Add +49.0% 84,072 $4.2M
JPMorgan Chase & Co. 0.00% Add +40.1% 80,430 $4.0M
Cerity Partners LLC 0.01% Reduce -2.8% 66,279 $3.3M
Sei Investments Co. 0.00% Add +1.2% 65,522 $3.3M
Millennium Management 0.00% Reduce -1.4% 63,281 $3.1M
Laird Norton Wetherby Wealth Management, LLC 0.14% — 62,221 $3.1M
BNP Paribas Financial Markets 0.00% Add +2.3% 53,059 $2.6M
Signaturefd, LLC 0.04% Add +2.1% 43,212 $2.1M
Goldman Sachs Group Inc. 0.00% Reduce -19.8% 41,848 $2.1M
US Bancorp \de 0.00% Add +9.1% 41,310 $2.1M
Ballentine Partners, LLC 0.03% Add +23.5% 40,994 $2.0M
B. Metzler seel. Sohn & Co. AG 0.02% Add +1.6% 39,257 $2.0M
Ramirez Asset Management, Inc. 0.29% Reduce -0.8% 39,157 $1.9M
AQR Capital Management 0.00% Add +88.7% 38,041 $1.9M
Victory Capital Management Inc. 0.00% No change 36,615 $1.8M
Ritholtz Wealth Management 0.04% Add +20.0% 36,171 $1.8M
FMR LLC 0.00% Reduce -0.1% 36,011 $1.8M
Invesco Ltd. 0.00% Reduce -14.2% 32,792 $1.6M
Ativo Capital Management LLC 1.43% Reduce -3.1% 32,076 $1.6M
Public Employees Retirement System of Ohio 0.01% Reduce -11.9% 31,325 $1.6M
Sequoia Financial Advisors, LLC 0.01% Add +20.0% 30,027 $1.5M
Quadrant Capital Group LLC 0.05% Reduce -43.5% 29,392 $1.5M
Northern Trust Corp. 0.00% Add +4.8% 28,737 $1.4M
Mariner, LLC 0.00% Add +9.1% 27,799 $1.4M
DGS Capital Management, LLC 0.27% Add +18.5% 26,671 $1.3M
Natixis Advisors, LLC 0.00% Reduce -6.1% 25,050 $1.2M
Yousif Capital Management, LLC 0.01% Add +7.9% 24,346 $1.2M
UBS Group AG 0.00% Add +843.8% 22,613 $1.1M
Pathstone Holdings, LLC 0.00% Add +27.5% 21,850 $1.1M
First Trust Advisors LP 0.00% Reduce -5.2% 21,729 $1.1M
Corient Private Wealth LP 0.00% Add +6.4% 21,659 $1.1M
Guggenheim Capital LLC 0.01% Add +0.3% 20,438 $1.0M
PNC Financial Services Group, Inc. 0.00% Add +13.7% 19,055 $948K
Rhumbline Advisers 0.00% Reduce -31.4% 17,888 $890K
West Family Investments, Inc. 0.23% Add +42.9% 17,614 $876K
Assetmark, Inc. 0.00% Add +1593.5% 17,172 $854K
Vise Technologies, Inc. 0.03% — 15,057 $749K
Parallel Advisors, LLC 0.01% Reduce -0.1% 14,709 $731K
PDS Planning, Inc 0.05% Add +1.4% 13,440 $668K
Bridgewater Advisors Inc. 0.05% Add +2.0% 12,225 $650K
Strategic Global Advisors, LLC 0.10% No change 12,792 $636K
Lazard Asset Management LLC 0.00% New 12,633 $628K
Two Sigma Investments, LP 0.00% Reduce -56.0% 12,458 $620K
QRG Capital Management, Inc. 0.01% Add +18.1% 11,865 $590K
Blue Trust, Inc. 0.01% Add +30.4% 11,549 $574K
Aprio Wealth Management, LLC 0.06% Reduce -1.6% 11,420 $568K
Citigroup Inc. 0.00% Add +8.5% 11,178 $556K
Composition Wealth, LLC 0.01% Add +4.4% 10,778 $536K
Coldstream Capital Management Inc. 0.01% Add +577.5% 10,373 $516K
Sivia Capital Partners, LLC 0.16% Reduce -7.5% 9,229 $459K
Ieq Capital, LLC 0.00% Add +41.2% 9,185 $457K
BSW Wealth Partners 0.06% Add +6.3% 8,844 $440K
Russell Investments Group, Ltd. 0.00% Add +133.3% 8,744 $435K
Mercer Global Advisors Inc. 0.00% Add +4.9% 8,583 $427K
Envestnet Asset Management Inc. 0.00% Add +8.6% 8,143 $405K
Ariadne Wealth Management, LP 0.18% Add +0.1% 6,896 $383K
Ameriprise Financial Inc. 0.00% Reduce -9.1% 7,594 $378K
Abacus Wealth Partners, LLC 0.06% Add +0.2% 7,469 $371K
Compound Planning, Inc. 0.01% Add +12.4% 7,250 $361K
LPL Financial LLC 0.00% Reduce -45.5% 7,163 $356K
Greenleaf Trust 0.00% Add +1.0% 7,102 $353K
EverSource Wealth Advisors, LLC 0.02% Add +0.9% 7,058 $351K
Calydon Capital 0.03% New 6,900 $343K
Franklin Resources Inc. 0.00% Add +5.9% 6,507 $324K
Evergreen Capital Management LLC 0.01% New 6,301 $313K
Foster Group, Inc. 0.01% Reduce -6.2% 6,199 $308K
Aaron Wealth Advisors LLC 0.03% New 6,148 $306K
Canopy Partners, LLC 0.11% Add +0.6% 6,071 $302K
HighTower Advisors, LLC 0.00% Reduce -4.2% 5,937 $295K
HB Wealth Management, LLC 0.00% New 5,729 $285K
Crossmark Global Holdings, Inc. 0.00% New 5,425 $270K
Wealthstream Advisors, Inc. 0.04% New 5,224 $260K
Profund Advisors LLC 0.01% New 5,160 $257K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -41.7% 5,109 $254K
Glenmede Investment Management, LP 0.00% — 4,947 $246K
Geode Capital Management, LLC 0.00% New 4,829 $240K
Drive Wealth Management, LLC 0.05% New 4,811 $239K
Frank, Rimerman Advisors LLC 0.01% New 4,453 $221K
MAI Capital Management 0.00% New 4,327 $215K
GAMMA Investing LLC 0.01% Add +59.5% 3,894 $194K
Royal Bank of Canada 0.00% Add +187.2% 3,429 $171K
Cwm, LLC 0.00% Reduce -6.1% 2,987 $149K
Brooklyn Investment Group 0.01% Add +273.8% 1,880 $93K
Hantz Financial Services, Inc. 0.00% Add +7366.7% 1,568 $78K
WealthCollab, LLC 0.04% Add +2.6% 1,284 $64K
Allworth Financial LP 0.00% Add +25.5% 1,171 $58K
Tower Research Capital LLC (TRC) 0.00% Add +3282.3% 1,150 $57K

"% 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 138 holders