EWA
WF icon

EverSource Wealth Advisors’s Woori Financial WF Stock Holding History

EverSource Wealth Advisors’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 		$841K Buy
12,625
+5,739
+83% +$386K 0.03% 434
2025
Q4 		$405K Sell
6,886
-276
-4% -$15.4K 0.01% 616
2025
Q3 		$402K Buy
7,162
+104
+1% +$5.67K 0.02% 588
2025
Q2 		$351K Buy
7,058
+64
+0.9% +$2.53K 0.02% 593
2025
Q1 		$233K Buy
6,994
+840
+14% +$28K 0.01% 598
2024
Q4 		$192K Sell
6,154
-418
-6% -$14.4K 0.01% 670
2024
Q3 		$235K Sell
6,572
-3,037
-32% -$105K 0.01% 509
2024
Q2 		$339K Buy
9,609
+666
+7% +$20.8K 0.02% 410
2024
Q1 		$279K Buy
8,943
+746
+9% +$23.9K 0.02% 395
2023
Q4 		$248K Buy
8,197
+1,221
+18% +$35.1K 0.02% 387
2023
Q3 		$191K Buy
6,976
+409
+6% +$11K 0.02% 406
2023
Q2 		$177K Buy
6,567
+6,402
+3,880% +$173K 0.02% 427
2023
Q1 		$4.34K Sell
165
-2,933
-95% -$84K ﹤0.01% 1691
2022
Q4 		$85.3K Sell
3,098
-553
-15% -$14.8K 0.01% 561
2022
Q3 		$82K Buy
3,651
+512
+16% +$13.5K 0.02% 491
2022
Q2 		$89K Buy
3,139
+2,938
+1,462% +$103K 0.02% 412
2022
Q1 		$7K Hold
201
– – ﹤0.01% 1152
2021
Q4 		$6K Buy
+201
New +$6.54K ﹤0.01% 1212

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
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