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Ramirez Asset Management’s Woori Financial WF Stock Holding History

Ramirez Asset 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
2026
Q1 		$32.7K Sell
462
-151
-25% -$10.2K ﹤0.01% 270
2025
Q4 		$36K Sell
613
-87
-12% -$4.85K ﹤0.01% 300
2025
Q3 		$39.3K Sell
700
-38,457
-98% -$2.1M 0.01% 300
2025
Q2 		$1.95M Sell
39,157
-308
-0.8% -$12.2K 0.29% 99
2025
Q1 		$1.32M Sell
39,465
-1,735
-4% -$57.9K 0.27% 107
2024
Q4 		$1.29M Sell
41,200
-1,113
-3% -$38.4K 0.26% 106
2024
Q3 		$1.51M Sell
42,313
-424
-1% -$14.6K 0.29% 98
2024
Q2 		$1.37M Buy
+42,737
New +$1.34M 0.28% 103

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Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Creative Planning
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QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
DSC
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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