VA
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Vident Advisory’s Woori Financial WF Stock Holding History

Vident Advisory’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 		$7.81M Buy
117,323
+13,521
+13% +$910K 0.07% 250
2025
Q4 		$6.1M Sell
103,802
-12,589
-11% -$701K 0.06% 276
2025
Q3 		$6.54M Sell
116,391
-1,368
-1% -$74.6K 0.06% 250
2025
Q2 		$5.86M Buy
117,759
+2,394
+2% +$94.7K 0.07% 240
2025
Q1 		$3.85M Buy
115,365
+20,379
+21% +$680K 0.06% 290
2024
Q4 		$2.97M Sell
94,986
-1,579
-2% -$54.4K 0.05% 322
2024
Q3 		$3.45M Buy
96,565
+18,225
+23% +$629K 0.09% 242
2024
Q2 		$2.51M Buy
78,340
+23,592
+43% +$738K 0.07% 298
2024
Q1 		$1.78M Buy
54,748
+11,148
+26% +$357K 0.04% 406
2023
Q4 		$1.32M Sell
43,600
-1,464
-3% -$42.1K 0.03% 482
2023
Q3 		$1.24M Buy
+45,064
New +$1.22M 0.04% 453

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