Mariner
WF icon

Mariner’s Woori Financial WF Stock Holding History

Mariner’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 		$2.56M Buy
38,553
+4,604
+14% +$310K ﹤0.01% 1403
2025
Q4 		$2M Buy
33,949
+3,022
+10% +$168K ﹤0.01% 1506
2025
Q3 		$1.74M Buy
30,927
+3,128
+11% +$170K ﹤0.01% 1523
2025
Q2 		$1.38M Buy
27,799
+2,310
+9% +$91.4K ﹤0.01% 1574
2025
Q1 		$851K Sell
25,489
-1,934
-7% -$64.6K ﹤0.01% 1808
2024
Q4 		$857K Sell
27,423
-1,530
-5% -$52.7K ﹤0.01% 1763
2024
Q3 		$1.04M Buy
28,953
+1,764
+6% +$60.8K ﹤0.01% 1572
2024
Q2 		$871K Buy
27,189
+1,612
+6% +$50.4K ﹤0.01% 1609
2024
Q1 		$829K Buy
25,577
+1,037
+4% +$33.2K ﹤0.01% 1647
2023
Q4 		$742K Buy
24,540
+4,468
+22% +$129K ﹤0.01% 1649
2023
Q3 		$550K Buy
20,072
+1,060
+6% +$28.6K ﹤0.01% 1714
2023
Q2 		$512K Buy
19,012
+9,023
+90% +$243K ﹤0.01% 1730
2023
Q1 		$262K Sell
9,989
-965
-9% -$27.6K ﹤0.01% 2172
2022
Q4 		$302K Sell
10,954
-3,459
-24% -$92.3K ﹤0.01% 2028
2022
Q3 		$322K Buy
+14,413
New +$379K ﹤0.01% 1727

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