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Advisors Preferred’s Woori Financial WF Stock Holding History

Advisors Preferred’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
2025
Q2 		– Sell
-15,723
Closed -$533K – 300
2025
Q1 		$533K Buy
15,723
+14,692
+1,425% +$491K 0.07% 158
2024
Q4 		$32.1K Buy
+1,031
New +$35.5K 0.01% 168
2024
Q3 		– Sell
-2,094
Closed -$65.8K – 259
2024
Q2 		$65.8K Buy
+2,094
New +$65.5K 0.01% 146
2016
Q4 		– Sell
-3,937
Closed -$124K – 268
2016
Q3 		$124K Buy
+3,937
New +$112K 0.06% 112

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisors Preferred's WF Position: Q2 2025 in Review

Advisors Preferred sold out of Woori Financial (WF) in Q2 2025, closing a stake of 15,723 shares — an estimated $533K sold.

Advisors Preferred first reported a position in WF in Q3 2016 and held it in 4 quarters. The position peaked at $533K in Q1 2025. 137 funds tracked by Wall St. Rank hold WF as of Q2 2025.

  • Advisors Preferred reported no remaining Woori Financial position as of Q2 2025 after selling out during the quarter.
  • Advisors Preferred sold 15,723 Woori Financial shares in Q2 2025, an estimated $533K.
  • Advisors Preferred first reported a position in Woori Financial in Q3 2016 and held it in 4 quarters.
  • Advisors Preferred's Woori Financial position peaked at $533K in Q1 2025.
  • 137 funds tracked by Wall St. Rank held Woori Financial as of Q2 2025.

Based on Advisors Preferred's 13F filing for Q2 2025, filed 5 Aug 2025.