Woori Financial-Spon ADRWF

13F holders, Q3 2025 (September 30)
146holders +8
20new positions
12sold out
2famous investors
$56.14avg. 13F price*

At the end of Q3 2025, 146 institutions reported holding Woori Financial-Spon ADR (WF) in their 13F filings, up 8 from Q2 2025. 20 opened new positions and 12 sold out. The largest holders were BlackRock, Inc. ($120.1M), Morgan Stanley ($75.2M) and Connor, Clark & Lunn Investment Management Ltd. ($27.3M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2025 → Q3 2025

InstitutionsTotal Value
New Positions20$6.7M
Exits12$5.7M

All 13F filers, Q2 2025 → Q3 2025: 503,952 shares bought and 461,995 shares sold, net +41,957 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 146 holders

BlackRock, Inc. 0.00% Add +4.0% 2,139,200 $120.1M
Morgan Stanley 0.00% Reduce -11.4% 1,338,726 $75.2M
Connor, Clark & Lunn Investment Management Ltd. 0.09% Reduce -1.9% 485,518 $27.3M
Creative Planning 0.01% Add +14.2% 298,934 $16.8M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -6.8% 265,095 $14.9M
Acadian Asset Management LLC 0.01% Add +2.6% 132,328 $7.4M
Bank of America Corp. 0.00% Add +18.9% 116,746 $6.6M
Vident Advisory, LLC 0.06% Reduce -1.2% 116,391 $6.5M
Ethic Inc. 0.11% Add +8.8% 114,310 $6.4M
Vanguard Personalized Indexing Management, LLC 0.06% Add +7.7% 108,481 $6.1M
Quantinno Capital Management LP 0.02% Add +25.2% 105,232 $5.9M
Meritage Portfolio Management 0.35% Reduce -1.5% 94,212 $5.3M
Dimensional Fund Advisors LP 0.00% Add +1.4% 91,824 $5.2M
O'shaughnessy Asset Management, LLC 0.03% Add +2.8% 91,629 $5.1M
Sei Investments Co. 0.00% Add +1.4% 66,421 $3.7M
Cerity Partners LLC 0.01% Reduce -3.6% 63,902 $3.6M
Laird Norton Wetherby Wealth Management, LLC 0.15% Add +2.5% 63,770 $3.6M
Capital International Investors 0.00% New 52,446 $3.0M
BNP Paribas Financial Markets 0.00% Reduce -4.4% 50,726 $2.8M
US Bancorp \de 0.00% Add +20.8% 49,906 $2.8M
JPMorgan Chase & Co. 0.00% Reduce -40.9% 47,531 $2.7M
Invesco Ltd. 0.00% Add +42.6% 46,749 $2.6M
B. Metzler seel. Sohn & Co. AG 0.02% Add +14.4% 44,907 $2.5M
Signaturefd, LLC 0.04% Add +0.7% 43,497 $2.4M
AQR Capital Management 0.00% Add +4.4% 39,726 $2.2M
Ritholtz Wealth Management 0.04% Add +7.8% 38,998 $2.2M
Ballentine Partners, LLC 0.03% Reduce -6.3% 38,402 $2.2M
Lazard Asset Management LLC 0.00% Add +200.2% 37,922 $2.1M
Assetmark, Inc. 0.00% Add +109.0% 35,898 $2.0M
FMR LLC 0.00% Reduce -0.4% 35,858 $2.0M
Natixis Advisors, LLC 0.00% Add +37.8% 34,513 $1.9M
Sequoia Financial Advisors, LLC 0.01% Add +10.7% 33,246 $1.9M
Goldman Sachs Group Inc. 0.00% Reduce -21.1% 32,998 $1.9M
Mariner, LLC 0.00% Add +11.3% 30,927 $1.7M
Ieq Capital, LLC 0.01% Add +235.3% 30,797 $1.7M
Public Employees Retirement System of Ohio 0.01% Reduce -1.7% 30,796 $1.7M
Northern Trust Corp. 0.00% Add +5.9% 30,437 $1.7M
Ativo Capital Management LLC 1.40% Reduce -8.1% 29,467 $1.7M
Quadrant Capital Group LLC 0.05% Reduce -3.6% 28,319 $1.6M
Envestnet Asset Management Inc. 0.00% Add +242.5% 27,892 $1.6M
DGS Capital Management, LLC 0.27% Reduce -1.5% 26,282 $1.5M
Yousif Capital Management, LLC 0.01% No change 24,346 $1.4M
Pathstone Holdings, LLC 0.00% Add +0.4% 21,939 $1.2M
PNC Financial Services Group, Inc. 0.00% Add +14.5% 21,817 $1.2M
Corient Private Wealth LP 0.00% Reduce -3.6% 20,888 $1.2M
UBS Group AG 0.00% Reduce -10.7% 20,200 $1.1M
Coldstream Capital Management Inc. 0.01% Add +90.5% 19,755 $1.1M
West Family Investments, Inc. 0.22% Add +1.0% 17,792 $999K
LPL Financial LLC 0.00% Add +143.8% 17,466 $981K
Blue Trust, Inc. 0.01% Add +39.6% 16,121 $905K
Vise Technologies, Inc. 0.03% Add +2.9% 15,498 $870K
Parallel Advisors, LLC 0.01% Reduce -3.5% 14,188 $797K
First Trust Advisors LP 0.00% Reduce -36.2% 13,865 $778K
Guggenheim Capital LLC 0.01% Reduce -34.1% 13,463 $756K
Citigroup Inc. 0.00% Add +18.7% 13,270 $745K
PDS Planning, Inc 0.05% Reduce -3.1% 13,024 $731K
Rhumbline Advisers 0.00% Reduce -29.9% 12,548 $705K
Bridgewater Advisors Inc. 0.05% Add +2.6% 12,545 $701K
Barometer Capital Management Inc. 0.16% New 12,400 $696K
Aprio Wealth Management, LLC 0.07% Add +2.3% 11,678 $656K
Caprock Group, LLC 0.02% — 11,707 $635K
Composition Wealth, LLC 0.01% Add +4.5% 11,267 $633K
Frank, Rimerman Advisors LLC 0.04% Add +145.4% 10,926 $613K
QRG Capital Management, Inc. 0.01% Reduce -15.4% 10,034 $563K
BSW Wealth Partners 0.07% Add +12.6% 9,962 $559K
Russell Investments Group, Ltd. 0.00% Add +7.2% 9,374 $526K
Sivia Capital Partners, LLC 0.14% Reduce -2.5% 8,997 $505K
Mercer Global Advisors Inc. 0.00% Add +1.8% 8,738 $491K
Renaissance Technologies 0.00% New 8,200 $460K
Compound Planning, Inc. 0.01% Add +7.3% 7,782 $437K
Ameriprise Financial Inc. 0.00% Reduce -1.9% 7,452 $418K
Centurion Wealth Management LLC 0.09% New 7,350 $413K
Verition Fund Management LLC 0.00% New 7,200 $404K
EverSource Wealth Advisors, LLC 0.02% Add +1.5% 7,162 $402K
Greenleaf Trust 0.00% No change 7,102 $399K
Ariadne Wealth Management, LP 0.17% Add +2.5% 7,065 $389K
HighTower Advisors, LLC 0.00% Add +12.3% 6,666 $374K
Abacus Wealth Partners, LLC 0.05% Reduce -11.1% 6,642 $373K
Franklin Resources Inc. 0.00% Add +0.1% 6,510 $366K
Strategic Global Advisors, LLC 0.06% Reduce -49.3% 6,482 $364K
Summit Wealth Group LLC / Co. 0.04% New 8,121 $357K
Evergreen Capital Management LLC 0.01% No change 6,301 $354K
Two Sigma Investments, LP 0.00% Reduce -49.5% 6,294 $353K
Foster Group, Inc. 0.01% No change 6,199 $348K
Canopy Partners, LLC 0.12% Add +1.3% 6,149 $345K
Wealthstream Advisors, Inc. 0.05% Add +9.7% 5,729 $322K
Profund Advisors LLC 0.01% Add +10.8% 5,720 $321K
Wells Fargo & Company 0.00% Add +1024.6% 5,432 $305K
HB Wealth Management, LLC 0.00% Reduce -6.7% 5,348 $300K
Aaron Wealth Advisors LLC 0.02% Reduce -16.9% 5,110 $287K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -1.1% 5,054 $284K
Xponance LLC 0.00% New 4,977 $279K
Drive Wealth Management, LLC 0.06% Add +1.6% 4,888 $274K
NINE MASTS CAPITAL Ltd 0.12% New 4,868 $273K
Venturi Wealth Management, LLC 0.01% New 4,551 $256K
Glenmede Investment Management, LP 0.00% Reduce -12.0% 4,355 $245K
Raymond James Financial Inc. 0.00% Add +1221.1% 4,254 $239K
Aquatic Capital Management LLC 0.00% New 4,176 $234K
Orion Porfolio Solutions, LLC 0.00% New 4,071 $229K
GAMMA Investing LLC 0.01% Add +1.5% 3,953 $222K
Global Retirement Partners, LLC 0.00% Add +481.7% 3,758 $211K
Arax Advisory Partners 0.00% Add +441.6% 3,688 $207K
Calydon Capital 0.03% Reduce -47.1% 3,649 $205K
Cwm, LLC 0.00% Add +8.1% 3,230 $181K
Hantz Financial Services, Inc. 0.00% Add +96.0% 3,074 $173K
Osaic Holdings, Inc. 0.00% Add +114.1% 2,231 $126K
Smartleaf Asset Management LLC 0.01% Add +77.6% 1,748 $100K
Allworth Financial LP 0.00% Add +28.6% 1,506 $85K
Royal Bank of Canada 0.00% Reduce -58.0% 1,441 $81K
WealthCollab, LLC 0.03% No change 1,284 $72K
TD Private Client Wealth LLC 0.00% Add +167.9% 1,101 $62K
Westside Investment Management, Inc. 0.01% Add +100.0% 1,024 $58K
Farther Finance Advisors, LLC 0.00% Add +9.0% 1,034 $58K
Rockefeller Capital Management L.P. 0.00% New 788 $44K
Ramirez Asset Management, Inc. 0.01% Reduce -98.2% 700 $39K
UMB Bank, n.a. 0.00% No change 527 $30K
MAI Capital Management 0.00% Reduce -88.2% 509 $29K
HM Payson & Co. 0.00% New 508 $29K
JFS Wealth Advisors, LLC 0.00% No change 444 $25K
Brown Brothers Harriman & Co. 0.00% Add +6.8% 316 $18K
Bell Investment Advisors, Inc 0.00% Reduce -26.3% 263 $15K
Arlington Trust Co LLC 0.00% No change 219 $12K
Northwestern Mutual Wealth Management Co. 0.00% No change 172 $10K
Ancora Advisors LLC 0.00% No change 150 $8K
Physician Wealth Advisors, Inc. 0.00% Add +6.5% 148 $8K
Bare Financial Services, Inc 0.00% No change 145 $8K
Private Trust Co. NA 0.00% Add +354.8% 141 $8K
Parkside Financial Bank & Trust 0.00% No change 140 $8K
Principal Securities, Inc. 0.00% Add +152.7% 139 $8K
CIBC Private Wealth Group LLC 0.00% No change 129 $7K
Clean Yield Group 0.00% No change 100 $6K
Highline Wealth Partners LLC 0.00% Add +8.8% 99 $6K
IFP Advisors, Inc 0.00% No change 99 $6K
Raffa Wealth Management, LLC 0.00% Add +40.0% 91 $5K
Advisory Services Network, LLC 0.00% New 78 $4K
Pinnacle Bancorp, Inc. 0.00% No change 65 $4K
True Wealth Design, LLC 0.00% New 57 $3K
SBI Securities Co., Ltd. 0.00% Reduce -78.8% 48 $3K
Crewe Advisors LLC 0.00% New 45 $3K
Granite FO LLC 0.00% No change 43 $2K
Wealthspire Advisors, LLC 0.00% New 43 $2K
Rise Advisors, LLC 0.00% No change 28 $2K
Abound Wealth Management 0.00% Reduce -13.3% 26 $1K
Larson Financial Group LLC 0.00% New 24 $1K
Transamerica Financial Advisors, LLC 0.00% New 17 $955
North Star Investment Management Corp. 0.00% New 9 $505

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