Diversified Trust
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Diversified Trust’s Woori Financial WF Stock Holding History

Diversified Trust’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
Q3 		$221K Buy
+2,932
New +$206K ﹤0.01% 943

Other funds holding WF

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Ethic Inc
Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Diversified Trust's WF Position: Q3 2026 in Review

Diversified Trust opened a new position in Woori Financial (WF) in Q3 2026: 2,932 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #943 among its holdings.

129 funds tracked by Wall St. Rank hold WF as of Q3 2026.

  • Diversified Trust held 2,932 shares of Woori Financial worth $221K as of Q3 2026.
  • Woori Financial was a new Diversified Trust position in Q3 2026.
  • Woori Financial made up ﹤0.01% of Diversified Trust's portfolio in Q3 2026, its #943 holding.
  • 129 funds tracked by Wall St. Rank held Woori Financial as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.