Corient Private Wealth
WF icon

Corient Private Wealth’s Woori Financial WF Stock Holding History

Corient Private Wealth’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 		$1.57M Sell
24,250
-18,350
-43% -$1.24M ﹤0.01% 1397
2025
Q4 		$2.5M Buy
42,600
+21,712
+104% +$1.21M ﹤0.01% 1407
2025
Q3 		$1.17M Sell
20,888
-771
-4% -$42K ﹤0.01% 1358
2025
Q2 		$1.08M Buy
21,659
+1,311
+6% +$51.9K ﹤0.01% 1331
2025
Q1 		$679K Sell
20,348
-2,369
-10% -$79.1K ﹤0.01% 1455
2024
Q4 		$710K Sell
22,717
-280
-1% -$9.65K ﹤0.01% 1456
2024
Q3 		$822K Buy
22,997
+1,032
+5% +$35.6K ﹤0.01% 1500
2024
Q2 		$704K Sell
21,965
-192
-0.9% -$6.01K ﹤0.01% 1470
2024
Q1 		$719K Sell
22,157
-1,334
-6% -$42.8K ﹤0.01% 1450
2023
Q4 		$710K Sell
23,491
-1,629
-6% -$46.9K ﹤0.01% 1431
2023
Q3 		$688K Buy
25,120
+1,495
+6% +$40.3K ﹤0.01% 1329
2023
Q2 		$636K Buy
23,625
+6,521
+38% +$176K ﹤0.01% 1338
2023
Q1 		$450K Buy
17,104
+8,013
+88% +$230K ﹤0.01% 1433
2022
Q4 		$250K Buy
+9,091
New +$243K ﹤0.01% 1406

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