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Woori Financial (WF)

CUSIP: 981064108 | US | Financial Services · Banks - Regional | Large Cap | 380 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Creative Planning577,813
0.0% of portfolio›$43.6M
Ethic Inc.173,471
0.2% of portfolio›$13.1M
Dimensional Fund Advisors LP108,926
0.0% of portfolio›$8.2M
B. Metzler seel. Sohn & Co. AG97,745
0.1% of portfolio›$7.4M
US Bancorp \de\71,819
0.0% of portfolio›$5.4M
Signaturefd, LLC51,503
0.1% of portfolio›$3.9M
Ritholtz Wealth Management47,840
0.1% of portfolio›$3.6M
Assetmark, Inc46,784
0.0% of portfolio›$3.5M
Quadrant Capital Group LLC44,028
0.1% of portfolio›$3.2M
Tweedy, Browne Co LLC35,729
0.2% of portfolio›$2.7M
Exchange Traded Concepts, LLC35,729
0.0% of portfolio›$2.7M
PNC Financial Services Group, Inc.31,232
0.0% of portfolio›$2.4M
Frank, Rimerman Advisors LLC30,807
0.1% of portfolio›$2.3M
Vise Technologies, Inc.23,729
0.0% of portfolio›$1.8M
Nykredit A/S23,039
0.0% of portfolio›$1.7M
Parallel Advisors, LLC20,776
0.0% of portfolio›$1.6M
Citigroup Inc20,538
0.0% of portfolio›$1.6M
Abacus Wealth Partners, LLC20,195
0.2% of portfolio›$1.5M
LPL Financial LLC18,970
0.0% of portfolio›$1.4M
PDS Planning, Inc15,613
0.1% of portfolio›$1.2M
Barclays PLC14,896
0.0% of portfolio›$1.1M
Crossmark Global Holdings, Inc.14,024
0.0% of portfolio›$1.1M
Greenspring Advisors, LLC13,208
0.0% of portfolio›$997.8K
Aprio Wealth Management, LLC12,413
0.0% of portfolio›$937.7K
Gamma Investing LLC12,110
0.0% of portfolio›$914.8K
Aaron Wealth Advisors LLC11,212
0.0% of portfolio›$847.0K
Savant Capital, LLC10,659
0.0% of portfolio›$805.2K
HB Wealth Management, LLC10,620
0.0% of portfolio›$802.2K
Compound Planning, Inc.10,328
0.0% of portfolio›$780.2K
Xponance LLC10,014
0.0% of portfolio›$756.5K
MW Advisory, LLC9,530
0.3% of portfolio›$719.9K
Kathmere Capital Management, LLC9,501
0.0% of portfolio›$717.7K
Crestwood Advisors Group, LLC8,416
0.0% of portfolio›$635.7K
Evergreen Capital Management LLC8,123
0.0% of portfolio›$613.6K
First Affirmative Financial Network8,020
0.1% of portfolio›$605.8K
Foster Group, Inc.7,774
0.0% of portfolio›$587.2K
Greenleaf Trust7,653
0.0% of portfolio›$578.1K
Ariadne Wealth Management, LP6,885
0.2% of portfolio›$520.1K
Centurion Wealth Management LLC6,850
0.1% of portfolio›$517.4K
Russell Investments Group, Ltd.6,802
0.0% of portfolio›$513.8K
Canopy Partners, LLC6,787
0.1% of portfolio›$512.7K
EverSource Wealth Advisors, LLC6,725
0.0% of portfolio›$508.0K
Elevation Point Wealth Partners, LLC6,511
0.0% of portfolio›$491.9K
Summit Global Investments5,588
0.0% of portfolio›$422
Pinnacle Wealth Planning Services, Inc.4,909
0.0% of portfolio›$370.8K
Profund Advisors LLC4,653
0.0% of portfolio›$351.5K
Blue Trust, Inc.4,534
0.0% of portfolio›$342.5K
Tuttle Capital Management, LLC4,483
0.1% of portfolio›$337.2K
First Command Advisory Services, Inc.4,377
0.0% of portfolio›$330.6K
Walkner Condon Financial Advisors LLC4,229
0.0% of portfolio›$319.5K
Apollon Wealth Management, LLC4,172
0.0% of portfolio›$315.2K
Farther Finance Advisors, LLC4,143
0.0% of portfolio›$313.0K
Enterprise Financial Services Corp4,038
0.1% of portfolio›$305.0K
55 North Private Wealth, LLC4,022
0.1% of portfolio›$303.8K
Ascent Group, LLC4,019
0.0% of portfolio›$303.6K
Dynamic Advisor Solutions LLC4,018
0.0% of portfolio›$303.5K
Resonant Capital Advisors, LLC3,741
0.0% of portfolio›$282.6K
Angeles Wealth Management, LLC3,606
0.0% of portfolio›$272.4K
Quadrant Private Wealth Management, LLC3,605
0.0% of portfolio›$272.3K
Choreo, LLC3,550
0.0% of portfolio›$268.2K
Argos Wealth Advisors, LLC3,528
0.1% of portfolio›$266.5K
D'Orazio & Associates, Inc.3,502
0.0% of portfolio›$264.5K
Allworth Financial LP3,420
0.0% of portfolio›$196.3K
Hardy Reed LLC3,359
0.0% of portfolio›$253.7K
Rose Capital Advisors LLC3,059
0.1% of portfolio›$231.1K
Diversified Trust Co2,932
0.0% of portfolio›$221.5K
Piedmont Capital Management, LLC2,891
0.1% of portfolio›$218.4K
Allspring Global Investments Holdings, LLC2,875
0.0% of portfolio›$215.1K
Prime Capital Investment Advisors, LLC2,763
0.0% of portfolio›$208.8K
HUB Investment Partners, LLC2,754
0.0% of portfolio›$208.0K
Verdence Capital Advisors LLC2,723
0.0% of portfolio›$205.7K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,699
0.0% of portfolio›$203.9K
Eastern Bank2,437
0.0% of portfolio›$184.1K
Clearstead Advisors, LLC1,658
0.0% of portfolio›$125.2K
TD Private Client Wealth LLC1,564
0.0% of portfolio›$118.1K
Larson Financial Group LLC1,129
0.0% of portfolio›$85.3K
Mather Group, Llc.1,088
0.0% of portfolio›$82.2K
Westside Investment Management, Inc.1,024
0.0% of portfolio›$77.0K
Nisa Investment Advisors, LLC960
0.0% of portfolio›$72.5K
Bell Investment Advisors, Inc817
0.0% of portfolio›$61.7K
North Star Investment Management Corp.680
0.0% of portfolio›$51.4K
JFS Wealth Advisors, LLC455
0.0% of portfolio›$34.4K
UMB Bank, n.a.431
0.0% of portfolio›$32.6K
V-Square Quantitative Management LLC404
0.0% of portfolio›$30.5K
Financial Consulate, Inc396
0.0% of portfolio›$29.9K
Physician Wealth Advisors, Inc.374
0.0% of portfolio›$28.3K
Elevation Wealth Partners, LLC358
0.0% of portfolio›$27.0K
True Wealth Design, LLC301
0.0% of portfolio›$22.7K
Silver Grove Financial Group, Inc.270
0.0% of portfolio›$20.4K
Ascentis Wealth Management, LLC220
0.0% of portfolio›$16.6K
Parkside Financial Bank & Trust207
0.0% of portfolio›$15.6K
Pinnacle Bancorp, Inc.159
0.0% of portfolio›$12.0K
Bare Financial Services, Inc145
0.0% of portfolio›$11.0K
Versant Capital Management, Inc139
0.0% of portfolio›$10.5K
Private Trust Co NA117
0.0% of portfolio›$8.8K
Clean Yield Group100
0.0% of portfolio›$7.6K
Highline Wealth Partners LLC99
0.0% of portfolio›$7.5K
IFP Advisors, Inc99
0.0% of portfolio›$7.5K
Downshift Financial, LLC87
0.0% of portfolio›$6.6K
Rossby Financial, LCC78
0.0% of portfolio›$5.9K
Breakwater Investment Management74
0.0% of portfolio›$5.6K
Gleason Group, Inc.62
0.0% of portfolio›$4.7K
Elyxium Wealth, LLC58
0.0% of portfolio›$4.4K
Triumph Capital Management50
0.0% of portfolio›$3.8K
Root Financial Partners, LLC50
0.0% of portfolio›$3.8K
SBI Securities Co., Ltd.45
0.0% of portfolio›$3.4K
Granite FO LLC43
0.0% of portfolio›$3.2K
Ares Financial Consulting, LLC40
0.0% of portfolio›$3.0K
Noble Wealth Management PBC20
0.0% of portfolio›$1.5K
Trust Co16
0.0% of portfolio›$1.2K
Financial Network Wealth Advisors LLC12
0.0% of portfolio›$906
Abound Wealth Management11
0.0% of portfolio›$831
Proathlete Wealth Management LLC2
0.0% of portfolio›$151
StyleTurnoverLocationFiled
Creative Planning
577,813$43.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Ethic Inc.
173,471$13.1M0.2%CoreLowNew York, NY2026-11-03
Dimensional Fund Advisors LP
108,926$8.2M0.0%IndexLowAustin, TX2026-11-04
B. Metzler seel. Sohn & Co. AG
97,745$7.4M0.1%GrowthMediumFrankfurt, Hong Kong2026-10-30
US Bancorp \de\
71,819$5.4M0.0%IndexLowMinneapolis, MN2026-11-05
Signaturefd, LLC
51,503$3.9M0.1%IndexLowAtlanta, GA2026-10-23
Ritholtz Wealth Management
47,840$3.6M0.1%IndexLowNew York, NY2026-11-05
Assetmark, Inc
46,784$3.5M0.0%ETFLowConcord, CA2026-10-21
Quadrant Capital Group LLC
44,028$3.2M0.1%CoreLowCincinnati, OH2026-10-20
Tweedy, Browne Co LLC
35,729$2.7M0.2%Deep ValueLowStamford, CT2026-11-04
Exchange Traded Concepts, LLC
35,729$2.7M0.0%GrowthMediumOklahoma City, OK2026-10-28
PNC Financial Services Group, Inc.
31,232$2.4M0.0%GrowthVery LowPittsburgh, PA2026-11-06
Frank, Rimerman Advisors LLC
30,807$2.3M0.1%GrowthLowPalo Alto, CA2026-10-16
Vise Technologies, Inc.
23,729$1.8M0.0%IndexLowNew York, NY2026-10-29
Nykredit A/S
23,039$1.7M0.0%CoreN/ANordhavn, Greece2026-11-06
Parallel Advisors, LLC
20,776$1.6M0.0%IndexLowSan Francisco, CA2026-11-03
Citigroup Inc
20,538$1.6M0.0%CoreMediumNew York, NY2026-11-04
Abacus Wealth Partners, LLC
20,195$1.5M0.2%ETFLowSanta Monica, CA2026-11-03
LPL Financial LLC
18,970$1.4M0.0%IndexVery LowFort Mill, SC2026-11-06
PDS Planning, Inc
15,613$1.2M0.1%IndexVery LowDublin, OH2026-11-03
Barclays PLC
14,896$1.1M0.0%CoreMediumLondon, United Kingdom2026-11-06
Crossmark Global Holdings, Inc.
14,024$1.1M0.0%GARPMediumHouston, TX2026-10-21
Greenspring Advisors, LLC
13,208$997.8K0.0%ETFVery LowTowson, MD2026-11-05
Aprio Wealth Management, LLC
12,413$937.7K0.0%ETFMediumAtlanta, GA2026-10-28
Gamma Investing LLC
12,110$914.8K0.0%IndexVery LowFoster City, CA2026-10-08
Aaron Wealth Advisors LLC
11,212$847.0K0.0%GrowthMediumChicago, IL2026-10-13
Savant Capital, LLC
10,659$805.2K0.0%IndexVery LowRockford, IL2026-11-06
HB Wealth Management, LLC
10,620$802.2K0.0%IndexVery LowAtlanta, GA2026-10-23
Compound Planning, Inc.
10,328$780.2K0.0%CoreLowNew York, NY2026-11-05
Xponance LLC
10,014$756.5K0.0%IndexVery LowPhiladelphia, PA2026-11-03
MW Advisory, LLC
9,530$719.9K0.3%CoreN/AAtlanta, GA2026-10-19
Kathmere Capital Management, LLC
9,501$717.7K0.0%ETFLowWayne, PA2026-10-20
Crestwood Advisors Group, LLC
8,416$635.7K0.0%GrowthLowBoston, MA2026-10-27
Evergreen Capital Management LLC
8,123$613.6K0.0%GARPMediumBellevue, WA2026-10-23
First Affirmative Financial Network
8,020$605.8K0.1%CoreN/AColorado Springs, CO2026-10-21
Foster Group, Inc.
7,774$587.2K0.0%ETFVery LowUrbandale, IA2026-10-13
Greenleaf Trust
7,653$578.1K0.0%CoreLowKalamazoo, MI2026-10-29
Ariadne Wealth Management, LP
6,885$520.1K0.2%CoreLowSanta Barbara, CA2026-11-06
Centurion Wealth Management LLC
6,850$517.4K0.1%ETFMediumMclean, VA2026-10-13
Russell Investments Group, Ltd.
6,802$513.8K0.0%CoreLowSeattle, WA2026-11-06
Canopy Partners, LLC
6,787$512.7K0.1%GrowthLowCincinnati, OH2026-10-28
EverSource Wealth Advisors, LLC
6,725$508.0K0.0%CoreMediumBirmingham, AL2026-11-04
Elevation Point Wealth Partners, LLC
6,511$491.9K0.0%CoreHighDenver, CO2026-11-05
Summit Global Investments
5,588$4220.0%CoreMediumBountiful, UT2026-10-28
Pinnacle Wealth Planning Services, Inc.
4,909$370.8K0.0%GARPLowMansfield, OH2026-10-27
Profund Advisors LLC
4,653$351.5K0.0%GrowthLowBethesda, MD2026-10-29
Blue Trust, Inc.
4,534$342.5K0.0%ETFLowBrentwood, TN2026-10-15
Tuttle Capital Management, LLC
4,483$337.2K0.1%GrowthHighRiverside, CT2026-10-21
First Command Advisory Services, Inc.
4,377$330.6K0.0%IndexLowFort Worth, TX2026-11-05
Walkner Condon Financial Advisors LLC
4,229$319.5K0.0%ETFLowVerona, WI2026-11-02
Apollon Wealth Management, LLC
4,172$315.2K0.0%GrowthLowMount Pleasant, SC2026-10-23
Farther Finance Advisors, LLC
4,143$313.0K0.0%IndexLowSan Francisco, CA2026-10-08
Enterprise Financial Services Corp
4,038$305.0K0.1%CoreVery LowClayton, MO2026-11-03
55 North Private Wealth, LLC
4,022$303.8K0.1%ETFLowWinter Park, FL2026-10-20
Ascent Group, LLC
4,019$303.6K0.0%CoreLowVirginia Beach, VA2026-10-30
Dynamic Advisor Solutions LLC
4,018$303.5K0.0%ETFLowPhoenix, AZ2026-10-13
Resonant Capital Advisors, LLC
3,741$282.6K0.0%ETFLowMadison, WI2026-10-15
Angeles Wealth Management, LLC
3,606$272.4K0.0%ETFLowSanta Monica, CA2026-10-26
Quadrant Private Wealth Management, LLC
3,605$272.3K0.0%GrowthLowCenter Valley, PA2026-11-04
Choreo, LLC
3,550$268.2K0.0%IndexLowRockford, IL2026-10-28
Argos Wealth Advisors, LLC
3,528$266.5K0.1%GrowthLowSacramento, CA2026-11-02
D'Orazio & Associates, Inc.
3,502$264.5K0.0%ETFLowVienna, VA2026-11-04
Allworth Financial LP
3,420$196.3K0.0%IndexLowFolsom, CA2026-11-06
Hardy Reed LLC
3,359$253.7K0.0%ETFVery LowTupelo, MS2026-11-06
Rose Capital Advisors LLC
3,059$231.1K0.1%ETFN/AMiami Beach, FL2026-11-04
Diversified Trust Co
2,932$221.5K0.0%CoreLowMemphis, TN2026-11-06
Piedmont Capital Management, LLC
2,891$218.4K0.1%CoreLowGreensboro, NC2026-10-21
Allspring Global Investments Holdings, LLC
2,875$215.1K0.0%CoreMediumCharlotte, NC2026-11-04
Prime Capital Investment Advisors, LLC
2,763$208.8K0.0%ETFLowOverland Park, KS2026-10-20
HUB Investment Partners, LLC
2,754$208.0K0.0%GrowthLowAustin, TX2026-11-03
Verdence Capital Advisors LLC
2,723$205.7K0.0%CoreMediumHunt Valley, MD2026-10-26
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
2,699$203.9K0.0%GrowthVery LowSeattle, WA2026-10-27
Eastern Bank
2,437$184.1K0.0%GrowthMediumBoston, MA2026-10-05
Clearstead Advisors, LLC
1,658$125.2K0.0%ETFLowCleveland, OH2026-11-06
TD Private Client Wealth LLC
1,564$118.1K0.0%ETFLowNew York, NY2026-10-28
Larson Financial Group LLC
1,129$85.3K0.0%GrowthLowSt Louis, MO2026-11-05
Mather Group, Llc.
1,088$82.2K0.0%ETFMediumChicago, IL2026-10-14
Westside Investment Management, Inc.
1,024$77.0K0.0%GrowthLowSanta Monica, CA2026-11-02
Nisa Investment Advisors, LLC
960$72.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
Bell Investment Advisors, Inc
817$61.7K0.0%ETFVery LowOrinda, CA2026-10-29
North Star Investment Management Corp.
680$51.4K0.0%CoreLowChicago, IL2026-10-27
JFS Wealth Advisors, LLC
455$34.4K0.0%ETFVery LowHermitage, PA2026-11-03
UMB Bank, n.a.
431$32.6K0.0%CoreLowKansas City, MO2026-11-06
V-Square Quantitative Management LLC
404$30.5K0.0%CoreLowChicago, IL2026-10-15
Financial Consulate, Inc
396$29.9K0.0%ETFLowHunt Valley, MD2026-10-23
Physician Wealth Advisors, Inc.
374$28.3K0.0%ETFMediumMidvale, UT2026-10-20
Elevation Wealth Partners, LLC
358$27.0K0.0%ETFLowWalnut Creek, CA2026-10-07
True Wealth Design, LLC
301$22.7K0.0%ETFMediumAkron, OH2026-10-13
Silver Grove Financial Group, Inc.
270$20.4K0.0%CoreMediumOrchard Park, NY2026-11-05
Ascentis Wealth Management, LLC
220$16.6K0.0%Agg GrowthLowDallas, TX2026-11-03
Parkside Financial Bank & Trust
207$15.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Pinnacle Bancorp, Inc.
159$12.0K0.0%CoreVery LowBeatrice, NE2026-10-21
Bare Financial Services, Inc
145$11.0K0.0%ETFVery LowGap, PA2026-11-04
Versant Capital Management, Inc
139$10.5K0.0%GARPLowPhoenix, AZ2026-10-02
Private Trust Co NA
117$8.8K0.0%CoreLowCleveland, OH2026-10-20
Clean Yield Group
100$7.6K0.0%CoreLowNorwich, VT2026-10-28
Highline Wealth Partners LLC
99$7.5K0.0%ETFMediumSherman Oaks, CA2026-10-19
IFP Advisors, Inc
99$7.5K0.0%GrowthLowTampa, FL2026-10-16
Downshift Financial, LLC
87$6.6K0.0%ETFLowBoulder, CO2026-10-13
Rossby Financial, LCC
78$5.9K0.0%ETFMediumMelbourne, FL2026-11-05
Breakwater Investment Management
74$5.6K0.0%ETFLowSeattle, WA2026-10-20
Gleason Group, Inc.
62$4.7K0.0%ETFVery LowProspect, KY2026-10-15
Elyxium Wealth, LLC
58$4.4K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Triumph Capital Management
50$3.8K0.0%ETFMediumDenver, CO2026-10-14
Root Financial Partners, LLC
50$3.8K0.0%ETFMediumEncinitas, CA2026-10-21
SBI Securities Co., Ltd.
45$3.4K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Granite FO LLC
43$3.2K0.0%GARPVery LowGilford, NH2026-10-14
Ares Financial Consulting, LLC
40$3.0K0.0%CoreLowCalabasas, CA2026-10-19
Noble Wealth Management PBC
20$1.5K0.0%YieldMediumGreenwood Village, CO2026-10-01
Trust Co
16$1.2K0.0%ETFVery LowManhattan, KS2026-10-09
Financial Network Wealth Advisors LLC
12$9060.0%ETFLowMurray, UT2026-10-28
Abound Wealth Management
11$8310.0%ETFVery LowFranklin, TN2026-10-26
Proathlete Wealth Management LLC
2$1510.0%ETFVery LowBoca Raton, FL2026-10-15