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Abacus Wealth Partners’s Woori Financial WF Stock Holding History

Abacus Wealth Partners’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
Q1 		$2.33M Sell
34,967
-1,978
-5% -$133K 0.21% 38
2025
Q4 		$2.17M Buy
36,945
+30,303
+456% +$1.69M 0.21% 37
2025
Q3 		$373K Sell
6,642
-827
-11% -$45.1K 0.05% 68
2025
Q2 		$371K Buy
7,469
+16
+0.2% +$633 0.06% 75
2025
Q1 		$249K Buy
+7,453
New +$249K 0.04% 74

Other funds holding WF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Abacus Wealth Partners's WF Position: Q1 2026 in Review

Abacus Wealth Partners reduced its Woori Financial (WF) stake by 5.4% in Q1 2026, selling an estimated $133K and leaving 34,967 shares worth $2.33M. The position accounts for 0.21% of the portfolio, ranked #38.

Abacus Wealth Partners first reported a position in WF in Q1 2025 and has held it in 5 quarters since. 197 funds tracked by Wall St. Rank hold WF as of Q1 2026.

  • Abacus Wealth Partners held 34,967 shares of Woori Financial worth $2.33M as of Q1 2026.
  • Abacus Wealth Partners sold 1,978 Woori Financial shares in Q1 2026, an estimated $133K.
  • Woori Financial made up 0.21% of Abacus Wealth Partners's portfolio in Q1 2026, its #38 holding.
  • Abacus Wealth Partners first reported a position in Woori Financial in Q1 2025 and has held it in 5 quarters since.
  • 197 funds tracked by Wall St. Rank held Woori Financial as of Q1 2026.

Based on Abacus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.