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Basecamp Wealth Advisors’s Woori Financial WF Stock Holding History

Basecamp Wealth Advisors’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 		$525K Buy
9,151
+949
+12% +$61.6K 0.1% 123
2026
Q1 		$546K Buy
8,202
+7
+0.1% +$471 0.11% 106
2025
Q4 		$482K Buy
+8,195
New +$456K 0.1% 113

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

Basecamp Wealth Advisors's WF Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Woori Financial (WF) stake by 12% in Q2 2026, buying an estimated $61.6K and bringing the position to 9,151 shares worth $525K. The position accounts for 0.1% of the portfolio, ranked #123.

Basecamp Wealth Advisors first reported a position in WF in Q4 2025 and has held it in 3 quarters since. The position peaked at $546K in Q1 2026. 199 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Basecamp Wealth Advisors held 9,151 shares of Woori Financial worth $525K as of Q2 2026.
  • Basecamp Wealth Advisors bought 949 Woori Financial shares in Q2 2026, an estimated $61.6K.
  • Woori Financial made up 0.1% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #123 holding.
  • Basecamp Wealth Advisors first reported a position in Woori Financial in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Woori Financial position peaked at $546K in Q1 2026.
  • 199 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.