Security key
981064108
WOORI FINANCIAL GROUP INC. - SPONSORED ADS (WF)
CUSIP: 981064108
Q4 2023 13F Holders as of 31 Dec 2023
- Type / Class
- Equity / SPONSORED ADS
- Total 13F shares
- 4,947,920
- Share change
- +421,142
- Total reported value
- $149,515,374
- Price per share
- $30.22
- Number of holders
- 91
- Value change
- +$12,775,896
- Number of buys
- 55
- Number of sells
- 21
Report period
Q4 2023
Institutions
91
Top holders
10
WF full security history
Newer quarter: Q1 2024
Previous quarter: Q3 2023
WOORI FINANCIAL GROUP INC. SEC filings
WOORI FINANCIAL GROUP INC. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 981064108
Recent filing periods:
Top shareholders of WF - WOORI FINANCIAL GROUP INC. - SPONSORED ADS (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BlackRock Finance, Inc. |
13F
|
Company |
—
class O/S missing
|
1,425,504
|
$39,087,313 | — | 30 Sep 2023 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
1,227,656
|
$33,662,356 | — | 30 Sep 2023 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
—
class O/S missing
|
224,590
|
$6,158,000 | — | 30 Sep 2023 | |
| CWA Asset Management Group, LLC |
13F
|
Company |
—
class O/S missing
|
193,760
|
$5,312,899 | — | 30 Sep 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
148,130
|
$4,061,725 | — | 30 Sep 2023 | |
| Ethic Inc. |
13F
|
Company |
—
class O/S missing
|
98,542
|
$2,702,016 | — | 30 Sep 2023 | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
67,286
|
$1,844,982 | — | 30 Sep 2023 | |
| SEI INVESTMENTS CO |
13F
|
Company |
—
class O/S missing
|
64,612
|
$1,771,661 | — | 30 Sep 2023 | |
| Laird Norton Wetherby Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
60,822
|
$1,667,740 | — | 30 Sep 2023 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
—
class O/S missing
|
56,101
|
$1,538,283 | — | 30 Sep 2023 | |
| Vanguard Personalized Indexing Management, LLC |
13F
|
Company |
—
class O/S missing
|
47,621
|
$1,305,774 | — | 30 Sep 2023 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
—
class O/S missing
|
47,507
|
$1,302,642 | — | 30 Sep 2023 | |
| Vident Advisory, LLC |
13F
|
Company |
—
class O/S missing
|
45,064
|
$1,235,656 | — | 30 Sep 2023 | |
| SIGNATUREFD, LLC |
13F
|
Company |
—
class O/S missing
|
40,225
|
$1,102,970 | — | 30 Sep 2023 | |
| Creative Planning |
13F
|
Company |
—
class O/S missing
|
40,150
|
$1,100,913 | — | 30 Sep 2023 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
40,051
|
$1,098,198 | — | 30 Sep 2023 | |
| First Trust Direct Indexing L.P. |
13F
|
Company |
—
class O/S missing
|
38,028
|
$1,042,724 | — | 30 Sep 2023 | |
| Ativo Capital Management LLC |
13F
|
Company |
—
class O/S missing
|
34,885
|
$956,539 | — | 30 Sep 2023 | |
| QUADRANT CAPITAL GROUP LLC |
13F
|
Company |
—
class O/S missing
|
34,191
|
$937,518 | — | 30 Sep 2023 | |
| RITHOLTZ WEALTH MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
27,523
|
$754,694 | — | 30 Sep 2023 | |
| Connor, Clark & Lunn Investment Management Ltd. |
13F
|
Company |
—
class O/S missing
|
27,393
|
$751,116 | — | 30 Sep 2023 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
26,282
|
$720,652 | — | 30 Sep 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
25,143
|
$689,422 | — | 30 Sep 2023 | |
| Corient Private Wealth LLC |
13F
|
Company |
—
class O/S missing
|
25,120
|
$687,887 | — | 30 Sep 2023 | |
| US BANCORP \DE\ |
13F
|
Company |
—
class O/S missing
|
23,126
|
$634,115 | — | 30 Sep 2023 | |
| Sequoia Financial Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
21,695
|
$594,877 | — | 30 Sep 2023 | |
| Cerity Partners LLC |
13F
|
Company |
—
class O/S missing
|
20,564
|
$563,866 | — | 30 Sep 2023 | |
| Strategic Global Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
20,169
|
$553,034 | — | 30 Sep 2023 | |
| Mariner, LLC |
13F
|
Company |
—
class O/S missing
|
20,072
|
$550,363 | — | 30 Sep 2023 | |
| FMR LLC |
13F
|
Company |
—
class O/S missing
|
18,998
|
$520,919 | — | 30 Sep 2023 | |
| Ballentine Partners, LLC |
13F
|
Company |
—
class O/S missing
|
17,357
|
$475,929 | — | 30 Sep 2023 | |
| ADVISOR PARTNERS II, LLC |
13F
|
Company |
—
class O/S missing
|
17,201
|
$471,651 | — | 30 Sep 2023 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
—
class O/S missing
|
16,921
|
$463,974 | — | 30 Sep 2023 | |
| Henry James International Management Inc. |
13F
|
Company |
—
class O/S missing
|
15,893
|
$435,786 | — | 30 Sep 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
14,850
|
$407,470 | — | 30 Sep 2023 | |
| Pinnacle Wealth Planning Services, Inc. |
13F
|
Company |
—
class O/S missing
|
14,591
|
$400,085 | — | 30 Sep 2023 | |
| Caprock Group, LLC |
13F
|
Company |
—
class O/S missing
|
13,342
|
$365,838 | — | 30 Sep 2023 | |
| Cresset Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
13,278
|
$364,081 | — | 30 Sep 2023 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
12,480
|
$341,000 | — | 30 Sep 2023 | |
| Crossmark Global Holdings, Inc. |
13F
|
Company |
—
class O/S missing
|
11,543
|
$324,000 | — | 30 Sep 2023 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
—
class O/S missing
|
11,578
|
$317,469 | — | 30 Sep 2023 | |
| PDS Planning, Inc |
13F
|
Company |
—
class O/S missing
|
11,370
|
$311,765 | — | 30 Sep 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
11,163
|
$306,089 | — | 30 Sep 2023 | |
| QRG CAPITAL MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
10,767
|
$295,231 | — | 30 Sep 2023 | |
| GREENLEAF TRUST |
13F
|
Company |
—
class O/S missing
|
10,354
|
$283,907 | — | 30 Sep 2023 | |
| West Family Investments, Inc. |
13F
|
Company |
—
class O/S missing
|
10,284
|
$281,987 | — | 30 Sep 2023 | |
| Cable Hill Partners, LLC |
13F
|
Company |
—
class O/S missing
|
10,241
|
$280,808 | — | 30 Sep 2023 | |
| Composition Wealth, LLC |
13F
|
Company |
—
class O/S missing
|
10,232
|
$280,561 | — | 30 Sep 2023 | |
| Quantinno Capital Management LP |
13F
|
Company |
—
class O/S missing
|
9,944
|
$273,000 | — | 30 Sep 2023 | |
| MERCER GLOBAL ADVISORS INC /ADV |
13F
|
Company |
—
class O/S missing
|
9,660
|
$265,000 | — | 30 Sep 2023 |
Institutional Holders of WOORI FINANCIAL GROUP INC. - SPONSORED ADS (WF) as of Q4 2023
As of 31 Dec 2023,
WOORI FINANCIAL GROUP INC. - SPONSORED ADS (WF) was held by
91 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,947,920 shares.
The largest 10 holders included
BlackRock Inc., MORGAN STANLEY, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP, CWA Asset Management Group, LLC, BANK OF AMERICA CORP /DE/, Ethic Inc., O'SHAUGHNESSY ASSET MANAGEMENT, LLC, Creative Planning, SEI INVESTMENTS CO, and WETHERBY ASSET MANAGEMENT INC.
This page lists
91
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2023 vs Q3 2023 Across Filers
Q3 2023 holders
80
Q4 2023 holders
91
Holder diff
11
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 Value $ | Q4 2023 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.