CG
WF icon

Caprock Group’s Woori Financial WF Stock Holding History

Caprock Group’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 		$774K Sell
11,368
-3,065
-21% -$206K 0.02% 616
2025
Q4 		$849K Buy
14,433
+2,726
+23% +$152K 0.02% 645
2025
Q3 		$635K Buy
+11,707
New +$638K 0.02% 720
2025
Q1 		$364K Sell
10,480
-4,745
-31% -$158K 0.01% 822
2024
Q4 		$476K Buy
15,225
+464
+3% +$16K 0.02% 635
2024
Q3 		$527K Buy
14,761
+41
+0.3% +$1.41K 0.02% 551
2024
Q2 		$472K Sell
14,720
-694
-5% -$21.7K 0.02% 549
2024
Q1 		$522K Buy
15,414
+173
+1% +$5.54K 0.03% 399
2023
Q4 		$461K Buy
15,241
+1,899
+14% +$54.6K 0.03% 415
2023
Q3 		$366K Sell
13,342
-137
-1% -$3.7K 0.03% 447
2023
Q2 		$363K Buy
13,479
+1,725
+15% +$46.5K 0.03% 455
2023
Q1 		$333K Buy
11,754
+1,041
+10% +$29.8K 0.03% 466
2022
Q4 		$295K Buy
10,713
+23
+0.2% +$614 0.03% 404
2022
Q3 		$239K Buy
10,690
+494
+5% +$13K 0.02% 467
2022
Q2 		$288K Sell
10,196
-484
-5% -$17K 0.03% 388
2022
Q1 		$402K Buy
10,680
+65
+0.6% +$2.35K 0.04% 344
2021
Q4 		$341K Sell
10,615
-15
-0.1% -$488 0.03% 384
2021
Q3 		$307K Buy
+10,630
New +$308K 0.03% 364

Other funds holding WF

BlackRock
BlackRock New York $5.7T 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