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B. Metzler seel. Sohn & Co’s Woori Financial WF Stock Holding History

B. Metzler seel. Sohn & Co’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 		$6.12M Buy
91,906
+2,025
+2% +$136K 0.06% 188
2025
Q4 		$5.28M Buy
89,881
+44,974
+100% +$2.51M 0.05% 204
2025
Q3 		$2.52M Buy
44,907
+5,650
+14% +$308K 0.02% 342
2025
Q2 		$1.95M Buy
39,257
+600
+2% +$23.7K 0.02% 390
2025
Q1 		$1.29M Buy
38,657
+4,807
+14% +$161K 0.01% 459
2024
Q4 		$1.06M Sell
33,850
-800
-2% -$27.6K 0.01% 523
2024
Q3 		$1.24M Hold
34,650
– – 0.01% 506
2024
Q2 		$1.11M Buy
34,650
+19,150
+124% +$599K 0.01% 506
2024
Q1 		$503K Buy
15,500
+2,250
+17% +$72.1K 0.01% 619
2023
Q4 		$400K Buy
+13,250
New +$381K 0.01% 635

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