WF · Woori Financial Group Inc. · Holdings

$74.30 -1.79 (-2.35%)

Market Cap

$18.17B

242.68M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 201

Total Value: $631,960,274

Total Shares: 11,009,741

Showing 1–100 of 201 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 201 13F filers · Δ vs Mar 31, 2026

Top Holder

28.3%

−0.3 pts

Top 5

60.4%

−1.0 pts

Top 10

70.5%

+0.8 pts

HHI

1,201

Broadly held−15

Quarterly Activity

vs Mar 31, 2026

New

Increased

120

Decreased

Sold Out

Unchanged

Holder count: +3

Institutional value: +11.0%

Shares held: +28.8%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega BlackRock, Inc.	+671,492	3,116,474
Mega MORGAN STANLEY	+414,202	1,843,654
Large Quantinno Capital Management LP	+173,468	372,388
Mega GOLDMAN SACHS GROUP INC	+149,229	220,870
Large MARSHALL WACE, LLP	+145,300	166,392

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega JPMORGAN CHASE & CO	−44,615	5,808
Large ASSETMARK, INC	−19,538	39,792
Small Abacus Wealth Partners, LLC	−13,595	21,372
Large LAZARD ASSET MANAGEMENT LLC	−12,748	24,618
Mid QUADRANT CAPITAL GROUP LLC	−11,362	31,748

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large Nykredit A/S	46,757	$2,683,851
Large Trexquant Investment LP	20,895	$1,199,373
Mega Nuveen, LLC	12,553	$720,542
Large EP Wealth Advisors, LLC	6,148	$352,895
Large HRT FINANCIAL LP	6,125	$351,575

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	105,375	$7,017,975
Micro Ativo Capital Management LLC	27,530	$1,833,498
Mid YOUSIF CAPITAL MANAGEMENT, LLC	24,346	$1,621,443
Small DGS Capital Management, LLC	24,090	$1,604,394
Mega CITADEL ADVISORS LLC	13,387	$891,574

Filter: New 27 Increased 120 Reduced 29 Sold out 24 Unchanged 25

Showing 100 of 201

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BlackRock, Inc.

$178,885,607

28.31%

3,116,474

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Investment Management, LLC	314	$18,023	0.0%	Sole
Aperio Group, LLC	3,116,020	$178,859,548	100.0%	Sole
SpiderRock Advisors, LLC	140	$8,036	0.0%	Sole

MORGAN STANLEY

$105,825,736

16.75%

1,843,654

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	428	$24,567	0.0%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	133,977	$7,690,279	7.3%	Defined
MORGAN STANLEY SMITH BARNEY LLC	9,359	$537,206	0.5%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	1,697,785	$97,452,858	92.1%	Defined
EATON VANCE MANAGEMENT	143	$8,208	0.0%	Defined
Calvert Research & Management	1,962	$112,618	0.1%	Defined

DONALD SMITH & CO., INC.

$39,162,872

6.20%

682,280

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 2	682,280	$39,162,872	100.0%	Defined

Creative Planning

$29,805,179

4.72%

519,254

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CREATIVE PLANNING TRUST Co LLC	11,858	$680,649	2.3%	Defined
Held directly	507,396	$29,124,530	97.7%	Sole

Connor, Clark & Lunn Investment Management Ltd.

$28,229,549

4.47%

491,804

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	437,439	$25,108,998	88.9%	Sole
Held directly	54,365	$3,120,551	11.1%	Sole

Quantinno Capital Management LP

$21,375,071

3.38%

372,388

GOLDMAN SACHS GROUP INC

$12,677,937

2.01%

220,870

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	51,039	$2,929,638	23.1%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	169,831	$9,748,299	76.9%	Defined

Ethic Inc.

$10,406,792

1.65%

181,303

MARSHALL WACE, LLP

$9,550,899

1.51%

166,392

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	155,225	$8,909,914	93.3%	Other
MARSHALL WACE ASIA Ltd	11,167	$640,985	6.7%	Other

Vanguard Personalized Indexing Management, LLC

$9,491,377

1.50%

165,355

ACADIAN ASSET MANAGEMENT LLC

$7,659,226

1.21%

133,436

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	133,436	$7,659,226	100.0%	Defined

Qube Research & Technologies Ltd

$7,448,109

1.18%

129,758

Laird Norton Wetherby Trust Company, LLC

$7,127,128

1.13%

124,166

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

$6,976,625

1.10%

121,544

MILLENNIUM MANAGEMENT LLC

$6,941,439

1.10%

120,931

Vident Advisory, LLC

$6,112,640

0.97%

106,492

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Blue Trust, Inc.	106,019	$6,085,490	99.6%	Defined
Held directly	473	$27,150	0.4%	Sole

DIMENSIONAL FUND ADVISORS LP

$5,941,416

0.94%

103,509

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	1,165	$66,871	1.1%	Defined
DFA Australia Ltd.	780	$44,772	0.8%	Defined
Held directly	101,564	$5,829,773	98.1%	Sole

B. Metzler seel. Sohn & Co. AG

$5,329,360

0.84%

92,846

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Metzler Asset Management GmbH	92,846	$5,329,360	100.0%	Defined

Point72 Asset Management, L.P.

$5,153,888

0.82%

89,789

BANK OF AMERICA CORP /DE/

$5,086,271

0.80%

88,611

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	17,951	$1,030,387	20.3%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	70,660	$4,055,884	79.7%	Defined

Cerity Partners LLC

$4,337,201

0.69%

75,561

JANE STREET GROUP, LLC

$4,063,402

0.64%

70,791

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	67,174	$3,855,787	94.9%	Defined
Jane Street Global Trading, LLC	3,617	$207,615	5.1%	Defined

US BANCORP \DE\

$4,017,769

0.64%

69,996

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	69,958	$4,015,588	99.9%	Defined
U.S. BANCORP ADVISORS, LLC	38	$2,181	0.1%	Defined

AQR CAPITAL MANAGEMENT LLC

$3,726,006

0.59%

64,913

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Arax Advisory Partners	830	$47,642	1.3%	Other
Held directly	64,083	$3,678,364	98.7%	Defined

BARCLAYS PLC

$3,485,844

0.55%

60,729

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	30,729	$1,763,844	50.6%	Defined
BARCLAYS CAPITAL SECURITIES LTD	30,000	$1,722,000	49.4%	Defined

FMR LLC

$3,421,096

0.54%

59,601

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	59,394	$3,409,215	99.7%	Defined
STRATEGIC ADVISERS LLC	195	$11,193	0.3%	Defined
FIAM LLC	12	$688	0.0%	Defined

FIRST TRUST ADVISORS LP

$3,359,507

0.53%

58,528

IEQ CAPITAL, LLC

$2,979,232

0.47%

51,903

SIGNATUREFD, LLC

$2,853,985

0.45%

49,721

Sequoia Financial Advisors, LLC

$2,782,178

0.44%

48,470

Ballentine Partners, LLC

$2,752,731

0.44%

47,957

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Aperio Group, LLC	47,800	$2,743,720	99.7%	Other
BANK OF AMERICA CORP /DE/	144	$8,265	0.3%	Other
Held directly	13	$746	0.0%	Sole

Nykredit A/S

$2,683,851

0.42%

46,757

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nykredit Bank A/S	46,757	$2,683,851	100.0%	Defined

XTX Topco Ltd

$2,574,103

0.41%

44,845

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	44,845	$2,574,103	100.0%	Defined

BNP PARIBAS ARBITRAGE, SA

$2,466,650

0.39%

42,973

RITHOLTZ WEALTH MANAGEMENT

$2,458,442

0.39%

42,830

ASSETMARK, INC

$2,284,060

0.36%

39,792

Corient Private Wealth LLC

$2,274,819

0.36%

39,631

Frank, Rimerman Advisors LLC

$2,223,503

0.35%

38,737

NORTHERN TRUST CORP

$2,164,725

0.34%

37,713

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	37,713	$2,164,725	100.0%	Defined

PNC FINANCIAL SERVICES GROUP, INC.

$2,014,624

0.32%

35,098

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	34,494	$1,979,955	98.3%	Defined
PNC Delaware Trust Company	576	$33,062	1.6%	Defined
PNC Wealth Management LLC	28	$1,607	0.1%	Defined

QUADRANT CAPITAL GROUP LLC

$1,822,335

0.29%

31,748

Mariner, LLC

$1,748,231

0.28%

30,457

ENVESTNET ASSET MANAGEMENT INC

$1,696,112

0.27%

29,549

UBS Group AG

$1,670,970

0.26%

29,111

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	2,075	$119,105	7.1%	Defined
UBS AG	15,684	$900,261	53.9%	Defined
UBS Switzerland AG	11,352	$651,604	39.0%	Defined

Vestmark Advisory Solutions, Inc.

$1,620,861

0.26%

28,238

Invesco Ltd.

$1,510,595

0.24%

26,317

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	1,376	$78,982	5.2%	Defined
Invesco Investment Advisers LLC	24,941	$1,431,613	94.8%	Defined

LAZARD ASSET MANAGEMENT LLC

$1,413,073

0.22%

24,618

TWO SIGMA INVESTMENTS, LP

$1,363,651

0.22%

23,757

Pathstone Holdings, LLC

$1,331,335

0.21%

23,194

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ADVISOR PARTNERS II, LLC	22,275	$1,278,585	96.0%	Defined
Held directly	919	$52,750	4.0%	Sole

CITIGROUP INC

$1,246,383

0.20%

21,714

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	21,714	$1,246,383	100.0%	Defined

RHUMBLINE ADVISERS

$1,240,184

0.20%

21,606

Abacus Wealth Partners, LLC

$1,226,752

0.19%

21,372

Trexquant Investment LP

$1,199,373

0.19%

20,895

Parallel Advisors, LLC

$1,173,428

0.19%

20,443

LPL Financial LLC

$1,162,637

0.18%

20,255

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

$1,083,138

0.17%

18,870

BAROMETER CAPITAL MANAGEMENT INC.

$1,079,120

0.17%

18,800

PDS Planning, Inc

$1,062,761

0.17%

18,515

Caprock Group, LLC

$1,034,061

0.16%

18,015

Vise Technologies, Inc.

$1,007,255

0.16%

17,548

GUGGENHEIM CAPITAL LLC

$947,616

0.15%

16,509

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GUGGENHEIM FUNDS DISTRIBUTORS, LLC	16,054	$921,499	97.2%	Defined
SECURITY INVESTORS LLC	455	$26,117	2.8%	Defined

BANK OF MONTREAL /CAN/

$940,326

0.15%

16,382

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO Bank N.A.	1,500	$86,100	9.2%	Defined
BMO Family Office, LLC	14,882	$854,226	90.8%	Defined

Venturi Wealth Management, LLC

$906,116

0.14%

15,786

HighTower Advisors, LLC

$905,083

0.14%

15,768

Bridgewater Advisors Inc.

$904,107

0.14%

15,751

MERCER GLOBAL ADVISORS INC /ADV

$886,083

0.14%

15,437

Crossmark Global Holdings, Inc.

$877,129

0.14%

15,281

Rockefeller Capital Management L.P.

$866,968

0.14%

15,104

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER TRUST COMPANY, N.A.	3,039	$174,438	20.1%	Defined
Rockefeller Trust Co (Delaware)	10,403	$597,132	68.9%	Defined
ROCKEFELLER FINANCIAL LLC	1,662	$95,398	11.0%	Defined

Composition Wealth, LLC

$862,205

0.14%

15,021

QRG CAPITAL MANAGEMENT, INC.

$833,275

0.13%

14,517

PCM Encore, LLC

$810,143

0.13%

14,114

Aaron Wealth Advisors LLC

$744,478

0.12%

12,970

West Family Investments, Inc.

$721,231

0.11%

12,565

Nuveen, LLC

$720,542

0.11%

12,553

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	12,553	$720,542	100.0%	Defined

SYON CAPITAL LLC

$689,144

0.11%

12,006

Aprio Wealth Management, LLC

$688,627

0.11%

11,997

XPONANCE LLC

$675,425

0.11%

11,767

Focus Partners Wealth

$675,253

0.11%

11,764

BSW Wealth Partners

$668,136

0.11%

11,640

HB Wealth Management, LLC

$594,778

0.09%

10,362

GAMMA Investing LLC

$581,806

0.09%

10,136

Voleon Capital Management LP

$563,610

0.09%

9,819

UNITED CAPITAL FINANCIAL ADVISORS, LLC

$552,188

0.09%

9,620

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
United Capital Financial Partners, LLC	9,620	$552,188	100.0%	Defined

Aquatic Capital Management LLC

$549,260

0.09%

9,569

Basecamp Wealth Advisors LLC

$525,267

0.08%

9,151

JMN Financial LLC

$521,077

0.08%

9,078

Compound Planning, Inc.

$498,977

0.08%

8,693

AMERIPRISE FINANCIAL INC

$471,541

0.07%

8,215

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	8,165	$468,671	99.4%	Defined
Ameriprise Financial Services, LLC	50	$2,870	0.6%	Defined

GREENLEAF TRUST

$452,599

0.07%

7,885

Crestwood Advisors Group, LLC

$436,527

0.07%

7,605

Foster Group, Inc.

$426,998

0.07%

7,439

Greenspring Advisors, LLC

$423,554

0.07%

7,379

EVERGREEN CAPITAL MANAGEMENT LLC

$423,095

0.07%

7,371

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Aperio Group, LLC	7,371	$423,095	100.0%	Other

Canopy Partners, LLC

$418,388

0.07%

7,289

OSAIC HOLDINGS, INC.

$415,403

0.07%

7,237

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	754	$43,279	10.4%	Defined
CW Advisors, LLC	6,483	$372,124	89.6%	Sole

ELEVATION POINT WEALTH PARTNERS, LLC

$406,334

0.06%

7,079

Ariadne Wealth Management, LP

$395,199

0.06%

6,885

Centurion Wealth Management LLC

$393,190

0.06%

6,850

EverSource Wealth Advisors, LLC

$385,380

0.06%

6,714

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	5,597	$321,267	83.4%	Sole
Held directly	1,117	$64,113	16.6%	Sole

SEI INVESTMENTS CO

$380,447

0.06%

6,628

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	6,628	$380,447	100.0%	Sole

Key facts CIK 1264136 CUSIP 981064108 13F (30d) 113 filings 113 filers Visit website