Blue Trust Inc’s Woori Financial WF Stock Holding History

Blue Trust Inc’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	$896K	Sell	13,455 -1,564	-10%	-$105K	0.01%	315
2025 Q4	$883K	Sell	15,019 -1,102	-7%	-$61.4K	0.01%	314
2025 Q3	$905K	Buy	16,121 +4,572	+40%	+$249K	0.01%	330
2025 Q2	$574K	Buy	11,549 +2,695	+30%	+$107K	0.01%	406
2025 Q1	$296K	Sell	8,854 -2,074	-19%	-$69.2K	﹤0.01%	571
2024 Q4	$342K	Sell	10,928 -25,203	-70%	-$869K	﹤0.01%	496
2024 Q3	$1.16M	Buy	36,131 +25,275	+233%	+$872K	0.02%	243
2024 Q2	$352K	Buy	10,856 +9,118	+525%	+$285K	﹤0.01%	504
2024 Q1	$56.4K	Sell	1,738 -2,013	-54%	-$64.5K	﹤0.01%	876
2023 Q4	$103K	Buy	3,751 +1,005	+37%	+$28.9K	﹤0.01%	666
2023 Q3	$74K	Buy	2,746 +1,463	+114%	+$39.5K	﹤0.01%	717
2023 Q2	$34K	Sell	1,283 -3,535	-73%	-$95.4K	﹤0.01%	843
2023 Q1	$132K	Buy	4,818 +412	+9%	+$11.8K	﹤0.01%	679
2022 Q4	$98K	Buy	4,406 +2,371	+117%	+$63.3K	﹤0.01%	676
2022 Q3	$57K	Buy	2,035 +1,608	+377%	+$42.3K	﹤0.01%	709
2022 Q2	$16K	Buy	+427	New	+$15K	﹤0.01%	1051

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