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Ariadne Wealth Management’s Woori Financial WF Stock Holding History

Ariadne 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
Q1 		$469K Sell
6,885
-119
-2% -$8.01K 0.21% 107
2025
Q4 		$554K Sell
7,004
-61
-0.9% -$3.4K 0.23% 93
2025
Q3 		$389K Buy
7,065
+169
+2% +$9.21K 0.17% 123
2025
Q2 		$383K Buy
6,896
+6
+0.1% +$237 0.18% 118
2025
Q1 		$260K Hold
6,890
– – 0.14% 158
2024
Q4 		$233K Buy
+6,890
New +$238K 0.11% 189

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 $8.02B AUM 45.39% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Ariadne Wealth Management's WF Position: Q1 2026 in Review

Ariadne Wealth Management reduced its Woori Financial (WF) stake by 1.7% in Q1 2026, selling an estimated $8.01K and leaving 6,885 shares worth $469K. The position accounts for 0.21% of the portfolio, ranked #107.

Ariadne Wealth Management first reported a position in WF in Q4 2024 and has held it in 6 quarters since. The position peaked at $554K in Q4 2025. 198 funds tracked by Wall St. Rank hold WF as of Q1 2026.

  • Ariadne Wealth Management held 6,885 shares of Woori Financial worth $469K as of Q1 2026.
  • Ariadne Wealth Management sold 119 Woori Financial shares in Q1 2026, an estimated $8.01K.
  • Woori Financial made up 0.21% of Ariadne Wealth Management's portfolio in Q1 2026, its #107 holding.
  • Ariadne Wealth Management first reported a position in Woori Financial in Q4 2024 and has held it in 6 quarters since.
  • Ariadne Wealth Management's Woori Financial position peaked at $554K in Q4 2025.
  • 198 funds tracked by Wall St. Rank held Woori Financial as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.