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First Trust Direct Indexing’s Woori Financial WF Stock Holding History

First Trust Direct Indexing’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
2024
Q4 		– Sell
-29,210
Closed -$1.04M – 928
2024
Q3 		$1.04M Sell
29,210
-224
-0.8% -$7.72K 0.06% 331
2024
Q2 		$943K Buy
29,434
+1,180
+4% +$36.9K 0.06% 323
2024
Q1 		$916K Sell
28,254
-13,388
-32% -$429K 0.07% 314
2023
Q4 		$1.26M Buy
41,642
+3,614
+10% +$104K 0.11% 202
2023
Q3 		$1.04M Buy
38,028
+4,599
+14% +$124K 0.12% 187
2023
Q2 		$901K Sell
33,429
-3,194
-9% -$86.2K 0.1% 241
2023
Q1 		$963K Sell
36,623
-2,369
-6% -$67.9K 0.11% 218
2022
Q4 		$1.07M Sell
38,992
-2,493
-6% -$66.6K 0.14% 182
2022
Q3 		$926K Sell
41,485
-3,179
-7% -$83.6K 0.14% 198
2022
Q2 		$1.26M Sell
44,664
-9,072
-17% -$319K 0.18% 146
2022
Q1 		$2.02M Buy
53,736
+140
+0.3% +$5.06K 0.25% 80
2021
Q4 		$1.72M Sell
53,596
-6,957
-11% -$226K 0.22% 89
2021
Q3 		$1.75M Buy
60,553
+16,139
+36% +$468K 0.25% 88
2021
Q2 		$1.34M Buy
44,414
+26,278
+145% +$775K 0.2% 117
2021
Q1 		$491K Buy
18,136
+316
+2% +$8.3K 0.13% 215
2020
Q4 		$488K Buy
+17,820
New +$458K 0.13% 193

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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

First Trust Direct Indexing's WF Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Woori Financial (WF) in Q4 2024, closing a stake of 29,210 shares — an estimated $1.04M sold.

First Trust Direct Indexing first reported a position in WF in Q4 2020 and held it in 16 quarters. The position peaked at $2.02M in Q1 2022. 122 funds tracked by Wall St. Rank hold WF as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Woori Financial position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 29,210 Woori Financial shares in Q4 2024, an estimated $1.04M.
  • First Trust Direct Indexing first reported a position in Woori Financial in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Woori Financial position peaked at $2.02M in Q1 2022.
  • 122 funds tracked by Wall St. Rank held Woori Financial as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.