EI
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Ethic Inc’s Woori Financial WF Stock Holding History

Ethic Inc’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 		$8.22M Sell
123,390
-1,377
-1% -$92.7K 0.13% 164
2025
Q4 		$7.34M Buy
124,767
+10,457
+9% +$582K 0.11% 181
2025
Q3 		$6.42M Buy
114,310
+9,298
+9% +$507K 0.11% 192
2025
Q2 		$5.15M Buy
105,012
+8,806
+9% +$348K 0.09% 229
2025
Q1 		$3.26M Sell
96,206
-1,007
-1% -$33.6K 0.07% 304
2024
Q4 		$3.04M Sell
97,213
-10,396
-10% -$358K 0.06% 313
2024
Q3 		$3.5M Sell
107,609
-7,938
-7% -$274K 0.09% 260
2024
Q2 		$3.7M Buy
115,547
+7,909
+7% +$247K 0.09% 250
2024
Q1 		$3.49M Buy
107,638
+1,835
+2% +$58.8K 0.09% 261
2023
Q4 		$3.2M Buy
105,803
+7,261
+7% +$209K 0.09% 249
2023
Q3 		$2.7M Buy
98,542
+4,984
+5% +$134K 0.09% 257
2023
Q2 		$2.52M Buy
93,558
+11,559
+14% +$312K 0.09% 255
2023
Q1 		$2.16M Buy
81,999
+5,867
+8% +$168K 0.09% 275
2022
Q4 		$2.1M Buy
76,132
+12,252
+19% +$327K 0.11% 228
2022
Q3 		$1.43M Buy
63,880
+14,061
+28% +$370K 0.1% 262
2022
Q2 		$1.41M Buy
49,819
+8,905
+22% +$313K 0.1% 257
2022
Q1 		$1.54M Buy
40,914
+13,168
+47% +$476K 0.11% 247
2021
Q4 		$891K Buy
27,746
+3,276
+13% +$107K 0.07% 299
2021
Q3 		$707K Buy
24,470
+8,715
+55% +$253K 0.07% 292
2021
Q2 		$477K Buy
15,755
+4,566
+41% +$135K 0.06% 353
2021
Q1 		$303K Buy
+11,189
New +$294K 0.05% 387

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
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