Ativo Capital Management’s Woori Financial WF Stock Holding History

Ativo Capital 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	$1.83M	Sell	27,530 -17	-0.1%	-$1.14K	1.6%	21
2025 Q4	$1.62M	Sell	27,547 -1,920	-7%	-$107K	1.42%	26
2025 Q3	$1.65M	Sell	29,467 -2,609	-8%	-$142K	1.4%	31
2025 Q2	$1.6M	Sell	32,076 -1,016	-3%	-$40.2K	1.43%	29
2025 Q1	$1.1M	Sell	33,092 -296	-0.9%	-$9.88K	0.95%	48
2024 Q4	$1.04M	Sell	33,388 -699	-2%	-$24.1K	1.04%	42
2024 Q3	$1.22M	Sell	34,087 -201	-0.6%	-$6.93K	1.07%	41
2024 Q2	$1.1M	Sell	34,288 -190	-0.6%	-$5.94K	1.14%	42
2024 Q1	$1.12M	Sell	34,478 -107	-0.3%	-$3.43K	1.12%	41
2023 Q4	$1.05M	Sell	34,585 -300	-0.9%	-$8.63K	1.12%	42
2023 Q3	$957K	Sell	34,885 -400	-1%	-$10.8K	1.08%	41
2023 Q2	$951K	Sell	35,285 -2,100	-6%	-$56.7K	1%	42
2023 Q1	$983K	Sell	37,385 -488	-1%	-$14K	1.2%	37
2022 Q4	$1.04M	Buy	+37,873	New	+$1.01M	1.31%	35

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)

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

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

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

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

Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return

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