55 North Private Wealth’s Woori Financial WF Stock Holding History

55 North Private Wealth’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
2026 Q3	$304K	Sell	4,022 -1,068	-21%	-$75.2K	0.06%	183
2026 Q2	$292K	Buy	+5,090	New	+$330K	0.06%	184

Other funds holding WF

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

55 North Private Wealth's WF Position: Q3 2026 in Review

55 North Private Wealth reduced its Woori Financial (WF) stake by 21% in Q3 2026, selling an estimated $75.2K and leaving 4,022 shares worth $304K. The position accounts for 0.06% of the portfolio, ranked #183.

55 North Private Wealth first reported a position in WF in Q2 2026 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold WF as of Q3 2026.

55 North Private Wealth held 4,022 shares of Woori Financial worth $304K as of Q3 2026.
55 North Private Wealth sold 1,068 Woori Financial shares in Q3 2026, an estimated $75.2K.
Woori Financial made up 0.06% of 55 North Private Wealth's portfolio in Q3 2026, its #183 holding.
55 North Private Wealth first reported a position in Woori Financial in Q2 2026 and has held it in 2 quarters since.
124 funds tracked by Wall St. Rank held Woori Financial as of Q3 2026.

Based on 55 North Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.