RhumbLine Advisers
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RhumbLine Advisers’s Woori Financial WF Stock Holding History

RhumbLine Advisers’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 		$1.02M Buy
15,280
+4,426
+41% +$298K ﹤0.01% 2189
2025
Q4 		$638K Sell
10,854
-1,694
-14% -$94.4K ﹤0.01% 2516
2025
Q3 		$705K Sell
12,548
-5,340
-30% -$291K ﹤0.01% 2463
2025
Q2 		$890K Sell
17,888
-8,199
-31% -$324K ﹤0.01% 2304
2025
Q1 		$871K Sell
26,087
-12,973
-33% -$433K ﹤0.01% 2242
2024
Q4 		$1.22M Sell
39,060
-753
-2% -$26K ﹤0.01% 2142
2024
Q3 		$1.42M Sell
39,813
-2,925
-7% -$101K ﹤0.01% 2083
2024
Q2 		$1.37M Sell
42,738
-13,467
-24% -$421K ﹤0.01% 2074
2024
Q1 		$1.82M Sell
56,205
-626
-1% -$20.1K ﹤0.01% 1944
2023
Q4 		$1.72M Buy
56,831
+730
+1% +$21K ﹤0.01% 1980
2023
Q3 		$1.54M Buy
56,101
+7,331
+15% +$198K ﹤0.01% 1988
2023
Q2 		$1.31M Buy
+48,770
New +$1.32M ﹤0.01% 2151

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