SageView Advisory Group’s Woori Financial WF Stock Holding History

SageView Advisory Group’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
2025 Q4	$7.64K	Buy	+130	New	+$7.24K	﹤0.01%	1817

Other funds holding WF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return

VPIM

Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

SageView Advisory Group's WF Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Woori Financial (WF) in Q4 2025: 130 shares worth $7.64K. The stake represents ﹤0.01% of the portfolio and ranks #1817 among its holdings.

170 funds tracked by Wall St. Rank hold WF as of Q4 2025.

SageView Advisory Group held 130 shares of Woori Financial worth $7.64K as of Q4 2025.
Woori Financial was a new SageView Advisory Group position in Q4 2025.
Woori Financial made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1817 holding.
170 funds tracked by Wall St. Rank held Woori Financial as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.