WFA
WF icon

Wipfli Financial Advisors’s Woori Financial WF Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$163K Buy
+7,316
New +$192K 0.01% 517

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
TWI
Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return

Wipfli Financial Advisors's WF Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Woori Financial (WF) in Q3 2022: 7,316 shares worth $163K. The stake represents 0.01% of the portfolio and ranks #517 among its holdings.

66 funds tracked by Wall St. Rank hold WF as of Q3 2022.

  • Wipfli Financial Advisors held 7,316 shares of Woori Financial worth $163K as of Q3 2022.
  • Woori Financial was a new Wipfli Financial Advisors position in Q3 2022.
  • Woori Financial made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #517 holding.
  • 66 funds tracked by Wall St. Rank held Woori Financial as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.