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Ativo Capital Management’s Woori Financial WF Stock Holding History

Ativo Capital 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 		– Sell
-27,530
Closed -$1.83M – 58
2026
Q1 		$1.83M Sell
27,530
-17
-0.1% -$1.14K 1.6% 21
2025
Q4 		$1.62M Sell
27,547
-1,920
-7% -$107K 1.42% 26
2025
Q3 		$1.65M Sell
29,467
-2,609
-8% -$142K 1.4% 31
2025
Q2 		$1.6M Sell
32,076
-1,016
-3% -$40.2K 1.43% 29
2025
Q1 		$1.1M Sell
33,092
-296
-0.9% -$9.88K 0.95% 48
2024
Q4 		$1.04M Sell
33,388
-699
-2% -$24.1K 1.04% 42
2024
Q3 		$1.22M Sell
34,087
-201
-0.6% -$6.93K 1.07% 41
2024
Q2 		$1.1M Sell
34,288
-190
-0.6% -$5.94K 1.14% 42
2024
Q1 		$1.12M Sell
34,478
-107
-0.3% -$3.43K 1.12% 41
2023
Q4 		$1.05M Sell
34,585
-300
-0.9% -$8.63K 1.12% 42
2023
Q3 		$957K Sell
34,885
-400
-1% -$10.8K 1.08% 41
2023
Q2 		$951K Sell
35,285
-2,100
-6% -$56.7K 1% 42
2023
Q1 		$983K Sell
37,385
-488
-1% -$14K 1.2% 37
2022
Q4 		$1.04M Buy
+37,873
New +$1.01M 1.31% 35

Other funds holding WF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return

Ativo Capital Management's WF Position: Q2 2026 in Review

Ativo Capital Management sold out of Woori Financial (WF) in Q2 2026, closing a stake of 27,530 shares — an estimated $1.83M sold.

Ativo Capital Management first reported a position in WF in Q4 2022 and held it in 14 quarters. The position peaked at $1.83M in Q1 2026. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Ativo Capital Management reported no remaining Woori Financial position as of Q2 2026 after selling out during the quarter.
  • Ativo Capital Management sold 27,530 Woori Financial shares in Q2 2026, an estimated $1.83M.
  • Ativo Capital Management first reported a position in Woori Financial in Q4 2022 and held it in 14 quarters.
  • Ativo Capital Management's Woori Financial position peaked at $1.83M in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Ativo Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.