Bell Investment Advisors’s Woori Financial WF Stock Holding History

Bell Investment Advisors’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	$45K	Buy	675 +172	+34%	+$11.6K	0.01%	267
2025 Q4	$29.6K	Buy	503 +240	+91%	+$13.4K	﹤0.01%	344
2025 Q3	$14.8K	Sell	263 -94	-26%	-$5.12K	﹤0.01%	501
2025 Q2	$17.8K	Sell	357 -103	-22%	-$4.07K	﹤0.01%	462
2025 Q1	$15.4K	Buy	460 +130	+39%	+$4.34K	﹤0.01%	465
2024 Q4	$10.3K	Sell	330 -58	-15%	-$2K	﹤0.01%	591
2024 Q3	$13.9K	Buy	388 +73	+23%	+$2.52K	﹤0.01%	503
2024 Q2	$10.1K	Sell	315 -12	-4%	-$375	﹤0.01%	605
2024 Q1	$10.6K	Buy	327 +162	+98%	+$5.19K	﹤0.01%	566
2023 Q4	$4.99K	Sell	165 -96	-37%	-$2.76K	﹤0.01%	887
2023 Q3	$7.16K	Sell	261 -44	-14%	-$1.19K	﹤0.01%	633
2023 Q2	$8.22K	Buy	305 +54	+22%	+$1.46K	﹤0.01%	593
2023 Q1	$6.6K	Sell	251 -79	-24%	-$2.26K	﹤0.01%	650
2022 Q4	$9.09K	Buy	330 +89	+37%	+$2.38K	﹤0.01%	525
2022 Q3	$5K	Buy	241 +64	+36%	+$1.68K	﹤0.01%	727
2022 Q2	$5K	Buy	+177	New	+$6.23K	﹤0.01%	748
2021 Q4	$5K	Buy	+149	New	+$4.85K	﹤0.01%	813

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