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
Q2 		$10.4M Buy
181,303
+57,913
+47% +$3.76M 0.13% 144
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 $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
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

Ethic Inc's WF Position: Q2 2026 in Review

Ethic Inc increased its Woori Financial (WF) stake by 47% in Q2 2026, buying an estimated $3.76M and bringing the position to 181,303 shares worth $10.4M. The position accounts for 0.13% of the portfolio, ranked #144.

Ethic Inc first reported a position in WF in Q1 2021 and has held it in 22 quarters since. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Ethic Inc held 181,303 shares of Woori Financial worth $10.4M as of Q2 2026.
  • Ethic Inc bought 57,913 Woori Financial shares in Q2 2026, an estimated $3.76M.
  • Woori Financial made up 0.13% of Ethic Inc's portfolio in Q2 2026, its #144 holding.
  • Ethic Inc first reported a position in Woori Financial in Q1 2021 and has held it in 22 quarters since.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.