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Sierra Ocean’s Woori Financial WF Stock Holding History

Sierra Ocean’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
Q3 		– Sell
-298
Closed -$14.8K – 964
2025
Q2 		$14.8K Sell
298
-7
-2% -$277 0.01% 382
2025
Q1 		$10.2K Sell
305
-9
-3% -$301 0.01% 433
2024
Q4 		$9.81K Buy
+314
New +$10.8K 0.01% 436

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
EI
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

Sierra Ocean's WF Position: Q3 2025 in Review

Sierra Ocean sold out of Woori Financial (WF) in Q3 2025, closing a stake of 298 shares — an estimated $14.8K sold.

Sierra Ocean first reported a position in WF in Q4 2024 and held it in 3 quarters. The position peaked at $14.8K in Q2 2025. 145 funds tracked by Wall St. Rank hold WF as of Q3 2025.

  • Sierra Ocean reported no remaining Woori Financial position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 298 Woori Financial shares in Q3 2025, an estimated $14.8K.
  • Sierra Ocean first reported a position in Woori Financial in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's Woori Financial position peaked at $14.8K in Q2 2025.
  • 145 funds tracked by Wall St. Rank held Woori Financial as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.