CP
WF icon

Canopy Partners’s Woori Financial WF Stock Holding History

Canopy Partners’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 		$418K Buy
7,289
+1,077
+17% +$69.9K 0.13% 145
2026
Q1 		$414K Buy
6,212
+63
+1% +$4.24K 0.14% 123
2025
Q4 		$362K Hold
6,149
– – 0.12% 142
2025
Q3 		$345K Buy
6,149
+78
+1% +$4.25K 0.12% 146
2025
Q2 		$302K Buy
6,071
+35
+0.6% +$1.38K 0.11% 153
2025
Q1 		$201K Buy
+6,036
New +$202K 0.08% 195
2024
Q4 		– Sell
-6,235
Closed -$223K – 223
2024
Q3 		$223K Buy
+6,235
New +$215K 0.1% 171
2024
Q2 		– Sell
-6,178
Closed -$200K – 208
2024
Q1 		$200K Buy
+6,178
New +$198K 0.1% 180

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

Canopy Partners's WF Position: Q2 2026 in Review

Canopy Partners increased its Woori Financial (WF) stake by 17% in Q2 2026, buying an estimated $69.9K and bringing the position to 7,289 shares worth $418K. The position accounts for 0.13% of the portfolio, ranked #145.

Canopy Partners first reported a position in WF in Q1 2024 and has held it in 8 quarters since. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Canopy Partners held 7,289 shares of Woori Financial worth $418K as of Q2 2026.
  • Canopy Partners bought 1,077 Woori Financial shares in Q2 2026, an estimated $69.9K.
  • Woori Financial made up 0.13% of Canopy Partners's portfolio in Q2 2026, its #145 holding.
  • Canopy Partners first reported a position in Woori Financial in Q1 2024 and has held it in 8 quarters since.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.