Creative Planning
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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
Q2 		$29.8M Buy
519,254
+128,578
+33% +$8.34M 0.02% 367
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 $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Creative Planning's WF Position: Q2 2026 in Review

Creative Planning increased its Woori Financial (WF) stake by 33% in Q2 2026, buying an estimated $8.34M and bringing the position to 519,254 shares worth $29.8M. The position accounts for 0.02% of the portfolio, ranked #367.

Creative Planning first reported a position in WF in Q4 2022 and has held it in 15 quarters since. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Creative Planning held 519,254 shares of Woori Financial worth $29.8M as of Q2 2026.
  • Creative Planning bought 128,578 Woori Financial shares in Q2 2026, an estimated $8.34M.
  • Woori Financial made up 0.02% of Creative Planning's portfolio in Q2 2026, its #367 holding.
  • Creative Planning first reported a position in Woori Financial in Q4 2022 and has held it in 15 quarters since.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.