Asset Dedication LLC’s Woori Financial WF Stock Holding History

Asset Dedication LLC’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
2025 Q2	–	Sell	-1	Closed	-$34	–	1235
2025 Q1	$34	Buy	+1	New	+$33	﹤0.01%	1125

Other funds holding WF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

VPIM

Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Asset Dedication LLC's WF Position: Q2 2025 in Review

Asset Dedication LLC sold out of Woori Financial (WF) in Q2 2025, closing a stake of 1 share — an estimated $34 sold.

Asset Dedication LLC first reported a position in WF in Q1 2025 and held it in 1 quarter. The position peaked at $34 in Q1 2025. 138 funds tracked by Wall St. Rank hold WF as of Q2 2025.

Asset Dedication LLC reported no remaining Woori Financial position as of Q2 2025 after selling out during the quarter.
Asset Dedication LLC sold 1 Woori Financial share in Q2 2025, an estimated $34.
Asset Dedication LLC first reported a position in Woori Financial in Q1 2025 and held it in 1 quarter.
Asset Dedication LLC's Woori Financial position peaked at $34 in Q1 2025.
138 funds tracked by Wall St. Rank held Woori Financial as of Q2 2025.

Based on Asset Dedication LLC's 13F filing for Q2 2025, filed 19 Aug 2025.