Creative Planning
WF icon

Creative Planning’s Woori Financial WF Stock Holding History

Creative Planning’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 		$26M Buy
390,676
+56,441
+17% +$3.8M 0.02% 346
2025
Q4 		$19.6M Buy
334,235
+35,301
+12% +$1.97M 0.01% 385
2025
Q3 		$16.8M Buy
298,934
+37,123
+14% +$2.02M 0.01% 410
2025
Q2 		$13M Buy
261,811
+53,743
+26% +$2.13M 0.01% 448
2025
Q1 		$6.95M Buy
208,068
+36,351
+21% +$1.21M 0.01% 599
2024
Q4 		$5.37M Buy
171,717
+15,895
+10% +$548K 0.01% 638
2024
Q3 		$5.57M Buy
155,822
+35,442
+29% +$1.22M 0.01% 602
2024
Q2 		$3.86M Buy
120,380
+15,741
+15% +$492K ﹤0.01% 713
2024
Q1 		$3.39M Buy
104,639
+28,057
+37% +$899K ﹤0.01% 750
2023
Q4 		$2.31M Buy
76,582
+36,432
+91% +$1.05M ﹤0.01% 862
2023
Q3 		$1.1M Sell
40,150
-5,079
-11% -$137K ﹤0.01% 1123
2023
Q2 		$1.22M Buy
45,229
+15,527
+52% +$419K ﹤0.01% 1033
2023
Q1 		$781K Buy
29,702
+6,229
+27% +$178K ﹤0.01% 1207
2022
Q4 		$646K Buy
+23,473
New +$627K ﹤0.01% 1279

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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return