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PDS Planning’s Woori Financial WF Stock Holding History

PDS Planning’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 		$940K Buy
14,114
+621
+5% +$41.8K 0.06% 148
2025
Q4 		$793K Buy
13,493
+469
+4% +$26.1K 0.05% 178
2025
Q3 		$731K Sell
13,024
-416
-3% -$22.7K 0.05% 181
2025
Q2 		$668K Buy
13,440
+180
+1% +$7.12K 0.05% 186
2025
Q1 		$443K Buy
13,260
+1,403
+12% +$46.8K 0.04% 225
2024
Q4 		$371K Sell
11,857
-487
-4% -$16.8K 0.03% 240
2024
Q3 		$441K Buy
12,344
+48
+0.4% +$1.66K 0.04% 217
2024
Q2 		$394K Buy
12,296
+319
+3% +$9.98K 0.04% 212
2024
Q1 		$388K Buy
11,977
+403
+3% +$12.9K 0.04% 205
2023
Q4 		$350K Buy
11,574
+204
+2% +$5.87K 0.04% 209
2023
Q3 		$312K Buy
11,370
+441
+4% +$11.9K 0.04% 207
2023
Q2 		$295K Buy
10,929
+538
+5% +$14.5K 0.04% 219
2023
Q1 		$273K Buy
+10,391
New +$298K 0.04% 215

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