LPL Financial
WF icon

LPL Financial’s Woori Financial WF Stock Holding History

LPL Financial’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 		$1.31M Buy
19,724
+983
+5% +$66.2K ﹤0.01% 3911
2025
Q4 		$1.1M Buy
18,741
+1,275
+7% +$71K ﹤0.01% 3971
2025
Q3 		$981K Buy
17,466
+10,303
+144% +$562K ﹤0.01% 4020
2025
Q2 		$356K Sell
7,163
-5,975
-45% -$236K ﹤0.01% 4648
2025
Q1 		$439K Sell
13,138
-208
-2% -$6.95K ﹤0.01% 4293
2024
Q4 		$417K Buy
13,346
+1,055
+9% +$36.4K ﹤0.01% 4251
2024
Q3 		$439K Buy
12,291
+3,097
+34% +$107K ﹤0.01% 4118
2024
Q2 		$295K Buy
9,194
+2,138
+30% +$66.9K ﹤0.01% 4280
2024
Q1 		$229K Buy
+7,056
New +$226K ﹤0.01% 4402

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