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Laird Norton Wetherby Wealth Management’s Woori Financial WF Stock Holding History

Laird Norton Wetherby Wealth Management’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
2025
Q3 		$3.58M Buy
63,770
+1,549
+2% +$84.4K 0.15% 131
2025
Q2 		$3.09M Buy
+62,221
New +$2.46M 0.14% 142
2024
Q4 		$1.75M Sell
56,075
-6,856
-11% -$236K 0.08% 222
2024
Q3 		$2.25M Sell
62,931
-1,702
-3% -$58.7K 0.1% 201
2024
Q2 		$2.07M Buy
64,633
+80
+0.1% +$2.5K 0.1% 208
2024
Q1 		$2.09M Buy
64,553
+1,821
+3% +$58.4K 0.1% 214
2023
Q4 		$1.9M Buy
62,732
+1,910
+3% +$54.9K 0.1% 221
2023
Q3 		$1.67M Sell
60,822
-3,509
-5% -$94.7K 0.09% 228
2023
Q2 		$1.73M Buy
64,331
+3,216
+5% +$86.8K 0.09% 223
2023
Q1 		$1.61M Buy
61,115
+3,614
+6% +$104K 0.09% 231
2022
Q4 		$1.58M Buy
57,501
+6,460
+13% +$172K 0.1% 221
2022
Q3 		$1.14M Sell
51,041
-953
-2% -$25.1K 0.08% 255
2022
Q2 		$1.47M Buy
51,994
+1,512
+3% +$53.2K 0.1% 207
2022
Q1 		$1.9M Buy
50,482
+883
+2% +$31.9K 0.11% 174
2021
Q4 		$1.59M Sell
49,599
-113
-0.2% -$3.68K 0.09% 208
2021
Q3 		$1.44M Sell
49,712
-385
-0.8% -$11.2K 0.09% 213
2021
Q2 		$1.52M Sell
50,097
-195
-0.4% -$5.75K 0.09% 203
2021
Q1 		$1.36M Sell
50,292
-2,609
-5% -$68.5K 0.1% 196
2020
Q4 		$1.45M Buy
52,901
+640
+1% +$16.4K 0.1% 195
2020
Q3 		$1.15M Buy
52,261
+4,688
+10% +$103K 0.1% 197
2020
Q2 		$1.05M Buy
47,573
+19,504
+69% +$409K 0.1% 204
2020
Q1 		$527K Buy
28,069
+5,268
+23% +$127K 0.06% 308
2019
Q4 		$690K Buy
22,801
+6,655
+41% +$204K 0.07% 316
2019
Q3 		$504K Buy
16,146
+3,041
+23% +$96.7K 0.05% 400
2019
Q2 		$481K Buy
13,105
+3,305
+34% +$120K 0.05% 407
2019
Q1 		$352K Sell
9,800
-1,510
-13% -$58.7K 0.04% 462
2018
Q4 		$476K Sell
11,310
-1,366
-11% -$58.6K 0.07% 344
2018
Q3 		$574K Buy
12,676
+2,085
+20% +$92.3K 0.07% 326
2018
Q2 		$466K Buy
10,591
+3,971
+60% +$173K 0.06% 359
2018
Q1 		$274K Buy
+6,620
New +$301K 0.04% 500
2014
Q4 		– Sell
-5,850
Closed -$216K – 466
2014
Q3 		$216K Sell
5,850
-821
-12% -$32K 0.06% 386
2014
Q2 		$234K Sell
6,671
-1,339
-17% -$51.8K 0.07% 358
2014
Q1 		$331K Buy
8,010
+108
+1% +$4.4K 0.09% 279
2013
Q4 		$361K Buy
7,902
+468
+6% +$19.8K 0.1% 241
2013
Q3 		$305K Buy
7,434
+537
+8% +$19.9K 0.1% 265
2013
Q2 		$228K Buy
+6,897
New +$251K 0.08% 314

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's WF Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Woori Financial (WF) stake by 2.5% in Q3 2025, buying an estimated $84.4K and bringing the position to 63,770 shares worth $3.58M. The position accounts for 0.15% of the portfolio, ranked #131.

Laird Norton Wetherby Wealth Management first reported a position in WF in Q2 2013 and has held it in 36 quarters since. 145 funds tracked by Wall St. Rank hold WF as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 63,770 shares of Woori Financial worth $3.58M as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 1,549 Woori Financial shares in Q3 2025, an estimated $84.4K.
  • Woori Financial made up 0.15% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #131 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Woori Financial in Q2 2013 and has held it in 36 quarters since.
  • 145 funds tracked by Wall St. Rank held Woori Financial as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.