CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Woori Financial WF Stock Holding History

CAPTRUST Financial 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 		$370K Buy
6,447
+923
+17% +$59.9K ﹤0.01% 2410
2026
Q1 		$368K Buy
+5,524
New +$372K ﹤0.01% 2246
2022
Q3 		– Sell
-1,235
Closed -$35K – 4052
2022
Q2 		$35K Buy
1,235
+485
+65% +$17.1K ﹤0.01% 3021
2022
Q1 		$28K Buy
+750
New +$27.1K ﹤0.01% 3204

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

CAPTRUST Financial Advisors's WF Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Woori Financial (WF) stake by 17% in Q2 2026, buying an estimated $59.9K and bringing the position to 6,447 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #2410.

CAPTRUST Financial Advisors first reported a position in WF in Q1 2022 and has held it in 4 quarters since. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • CAPTRUST Financial Advisors held 6,447 shares of Woori Financial worth $370K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 923 Woori Financial shares in Q2 2026, an estimated $59.9K.
  • Woori Financial made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2410 holding.
  • CAPTRUST Financial Advisors first reported a position in Woori Financial in Q1 2022 and has held it in 4 quarters since.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.