Cerity Partners
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Cerity Partners’s Woori Financial WF Stock Holding History

Cerity Partners’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
Q2 		$4.34M Buy
75,561
+8,356
+12% +$542K 0.01% 1176
2026
Q1 		$4.48M Sell
67,205
-2,615
-4% -$176K 0.01% 1066
2025
Q4 		$4.1M Buy
69,820
+5,918
+9% +$330K 0.01% 1022
2025
Q3 		$3.59M Sell
63,902
-2,377
-4% -$130K 0.01% 1021
2025
Q2 		$3.3M Sell
66,279
-1,924
-3% -$76.1K 0.01% 998
2025
Q1 		$2.28M Buy
68,203
+27,616
+68% +$922K ﹤0.01% 1055
2024
Q4 		$1.3M Sell
40,587
-1,428
-3% -$49.2K ﹤0.01% 1300
2024
Q3 		$1.5M Buy
42,015
+22,196
+112% +$766K ﹤0.01% 1218
2024
Q2 		$635K Sell
19,819
-10,280
-34% -$322K ﹤0.01% 1425
2024
Q1 		$976K Buy
30,099
+4,762
+19% +$153K ﹤0.01% 1291
2023
Q4 		$766K Buy
25,337
+4,773
+23% +$137K ﹤0.01% 1087
2023
Q3 		$564K Buy
20,564
+500
+2% +$13.5K ﹤0.01% 936
2023
Q2 		$541K Buy
20,064
+1,411
+8% +$38.1K ﹤0.01% 1144
2023
Q1 		$2.36M Sell
18,653
-2,186
-10% -$62.6K 0.01% 675
2022
Q4 		$574K Sell
20,839
-70
-0.3% -$1.87K ﹤0.01% 882
2022
Q3 		$466K Buy
20,909
+1,991
+11% +$52.3K 0.01% 738
2022
Q2 		$535K Buy
+18,918
New +$665K 0.01% 723
2022
Q1 		– Sell
-18,038
Closed -$584K – 1125
2021
Q4 		$584K Buy
+18,038
New +$587K 0.01% 551

Other funds holding WF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return

Cerity Partners's WF Position: Q2 2026 in Review

Cerity Partners increased its Woori Financial (WF) stake by 12% in Q2 2026, buying an estimated $542K and bringing the position to 75,561 shares worth $4.34M. The position accounts for 0.01% of the portfolio, ranked #1176.

Cerity Partners first reported a position in WF in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.48M in Q1 2026. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Cerity Partners held 75,561 shares of Woori Financial worth $4.34M as of Q2 2026.
  • Cerity Partners bought 8,356 Woori Financial shares in Q2 2026, an estimated $542K.
  • Woori Financial made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1176 holding.
  • Cerity Partners first reported a position in Woori Financial in Q4 2021 and has held it in 18 quarters since.
  • Cerity Partners's Woori Financial position peaked at $4.48M in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.