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Clean Yield Group’s Woori Financial WF Stock Holding History

Clean Yield Group’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 		$5.74K Hold
100
– – ﹤0.01% 345
2026
Q1 		$6.66K Hold
100
– – ﹤0.01% 325
2025
Q4 		$5.88K Hold
100
– – ﹤0.01% 344
2025
Q3 		$5.62K Hold
100
– – ﹤0.01% 343
2025
Q2 		$4.97K Hold
100
– – ﹤0.01% 331
2025
Q1 		$3.34K Hold
100
– – ﹤0.01% 366
2024
Q4 		$3.13K Hold
100
– – ﹤0.01% 381
2024
Q3 		$3.57K Buy
+100
New +$3.45K ﹤0.01% 378

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

Clean Yield Group's WF Position: Q2 2026 in Review

Clean Yield Group held its Woori Financial (WF) position steady in Q2 2026 at 100 shares worth $5.74K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Clean Yield Group first reported a position in WF in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.66K in Q1 2026. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Clean Yield Group held 100 shares of Woori Financial worth $5.74K as of Q2 2026.
  • Clean Yield Group left its Woori Financial share count unchanged in Q2 2026.
  • Woori Financial made up ﹤0.01% of Clean Yield Group's portfolio in Q2 2026, its #345 holding.
  • Clean Yield Group first reported a position in Woori Financial in Q3 2024 and has held it in 8 quarters since.
  • Clean Yield Group's Woori Financial position peaked at $6.66K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.