Aprio Wealth Management’s Woori Financial WF Stock Holding History

Aprio Wealth Management’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	$689K	Buy	11,997 +89	+0.7%	+$5.77K	0.03%	310
2026 Q1	$793K	Buy	11,908 +240	+2%	+$16.2K	0.04%	244
2025 Q4	$686K	Sell	11,668 -10	-0.1%	-$557	0.04%	258
2025 Q3	$656K	Buy	11,678 +258	+2%	+$14.1K	0.07%	177
2025 Q2	$568K	Sell	11,420 -182	-2%	-$7.2K	0.06%	169
2025 Q1	$387K	Buy	11,602 +4,375	+61%	+$146K	0.05%	220
2024 Q4	$226K	Buy	7,227 +1,131	+19%	+$39K	0.03%	279
2024 Q3	$218K	Buy	+6,096	New	+$210K	0.03%	255

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

Aprio Wealth Management's WF Position: Q2 2026 in Review

Aprio Wealth Management increased its Woori Financial (WF) stake by 0.75% in Q2 2026, buying an estimated $5.77K and bringing the position to 11,997 shares worth $689K. The position accounts for 0.03% of the portfolio, ranked #310.

Aprio Wealth Management first reported a position in WF in Q3 2024 and has held it in 8 quarters since. The position peaked at $793K in Q1 2026. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

Aprio Wealth Management held 11,997 shares of Woori Financial worth $689K as of Q2 2026.
Aprio Wealth Management bought 89 Woori Financial shares in Q2 2026, an estimated $5.77K.
Woori Financial made up 0.03% of Aprio Wealth Management's portfolio in Q2 2026, its #310 holding.
Aprio Wealth Management first reported a position in Woori Financial in Q3 2024 and has held it in 8 quarters since.
Aprio Wealth Management's Woori Financial position peaked at $793K in Q1 2026.
200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.