Position in WF
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$8,217,774
+$882,723 QoQ
Shares Held
123,390
-1.1% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in WF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Ethic Inc. holds $138,967,507 across 43 Banks - Regional names. WF ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
84,626 | $17,609,824 | |
| 2 | USB |
US Bancorp \De\
|
262,405 | $13,647,684 | |
| 3 | FITB |
Fifth Third Bancorp
|
220,714 | $10,254,372 | |
| 4 | TFC |
Truist Financial Corp
|
184,125 | $8,464,226 | |
| 5 | WF |
Woori Financial Group Inc.
This page
|
123,390 | $8,217,774 | |
| 6 | KB |
KB Financial Group Inc.
|
80,019 | $7,980,294 | |
| 7 | LYG |
Lloyds Banking Group plc
|
1,478,629 | $7,437,503 | |
| 8 | IBN |
Icici Bank Ltd
|
270,401 | $7,003,385 |
All Filings in WF
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,217,774 | 123,390 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,335,051 | 124,767 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,418,506 | 114,310 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,222,246 | 105,012 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,211,356 | 96,206 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,037,906 | 97,213 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,844,869 | 107,609 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,702,125 | 115,547 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,490,700 | 107,638 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,197,366 | 105,803 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,702,021 | 98,542 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,521,388 | 93,558 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,155,753 | 81,999 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,095,913 | 76,132 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,425,801 | 63,880 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,408,881 | 49,819 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,540,821 | 40,914 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $891,478 | 27,746 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $707,183 | 24,470 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $476,903 | 15,755 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $303,221 | 11,189 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||