Action Point Financial Planning’s Woori Financial WF Stock Holding History

Action Point Financial Planning’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 Q2	$20.2K	Buy	+355	New	+$23K	﹤0.01%	1125

Other funds holding WF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return

Action Point Financial Planning's WF Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Woori Financial (WF) in Q2 2026: 355 shares worth $20.2K. The stake represents ﹤0.01% of the portfolio and ranks #1125 among its holdings.

199 funds tracked by Wall St. Rank hold WF as of Q2 2026.

Action Point Financial Planning held 355 shares of Woori Financial worth $20.2K as of Q2 2026.
Woori Financial was a new Action Point Financial Planning position in Q2 2026.
Woori Financial made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1125 holding.
199 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.