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Equibles

Creative Planning

Position in WF — Woori Financial Group Inc.

CIK 1540235 OVERLAND PARK, KS
Back to WF Full portfolio

Position in WF

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$29,805,179
+$3,786,159 QoQ
Shares Held
519,254
+32.9% QoQ
Ownership
0.214%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#4
of 200 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in WF Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Creative Planning holds $942,016,805 across 209 Banks - Regional names. WF ranks #5 (3.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 USB
US Bancorp De
 834,708 $50,416,362
2 PNC
Pnc Financial Services Group, Inc.
 139,365 $34,314,449
3 KB
KB Financial Group Inc.
 298,911 $31,373,698
4 CFG
Citizens Financial Group Inc/Ri
 434,304 $30,431,680
5 WF
Woori Financial Group Inc.
This page 		519,254 $29,805,179
6 SHG
Shinhan Financial Group Co Ltd
 471,068 $29,795,050
7 FITB
Fifth Third Bancorp
 455,485 $25,675,688
8 TFC
Truist Financial Corp
 513,102 $25,562,741

All Filings in WF

Export CSV
15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $29,805,179 519,254
2026-03-31 $26,019,020 390,676
2025-12-31 $19,649,675 334,235
2025-09-30 $16,785,143 298,934
2025-06-30 $13,019,860 261,811
2025-03-31 $6,945,309 208,068
2024-12-31 $5,366,155 171,717
2024-09-30 $5,567,519 155,822
2024-06-30 $3,856,971 120,380
2024-03-31 $3,393,442 104,639
2023-12-31 $2,314,307 76,582
2023-09-30 $1,100,912 40,150
2023-06-30 $1,218,920 45,229
2023-03-31 $780,865 29,702
2022-12-31 $646,211 23,473