AWM
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Aprio Wealth Management’s Woori Financial WF Stock Holding History

Aprio Wealth Management’s Portfolio WF Stock Details WF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$793K Buy
11,908
+240
+2% +$16.2K 0.04% 244
2025
Q4 		$686K Sell
11,668
-10
-0.1% -$557 0.04% 258
2025
Q3 		$656K Buy
11,678
+258
+2% +$14.1K 0.07% 177
2025
Q2 		$568K Sell
11,420
-182
-2% -$7.2K 0.06% 169
2025
Q1 		$387K Buy
11,602
+4,375
+61% +$146K 0.05% 220
2024
Q4 		$226K Buy
7,227
+1,131
+19% +$39K 0.03% 279
2024
Q3 		$218K Buy
+6,096
New +$210K 0.03% 255

Other funds holding WF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return