Corient Private Wealth
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Corient Private Wealth’s Woori Financial WF Stock Holding History

Corient Private Wealth’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 		$2.27M Buy
39,631
+15,381
+63% +$998K ﹤0.01% 1317
2026
Q1 		$1.57M Buy
24,250
+2,950
+14% +$199K ﹤0.01% 1397
2025
Q4 		$1.25M Buy
21,300
+412
+2% +$22.9K ﹤0.01% 1388
2025
Q3 		$1.17M Sell
20,888
-771
-4% -$42K ﹤0.01% 1358
2025
Q2 		$1.08M Buy
21,659
+1,311
+6% +$51.9K ﹤0.01% 1331
2025
Q1 		$679K Sell
20,348
-2,369
-10% -$79.1K ﹤0.01% 1455
2024
Q4 		$710K Sell
22,717
-280
-1% -$9.65K ﹤0.01% 1456
2024
Q3 		$822K Buy
22,997
+1,032
+5% +$35.6K ﹤0.01% 1500
2024
Q2 		$704K Sell
21,965
-192
-0.9% -$6.01K ﹤0.01% 1470
2024
Q1 		$719K Sell
22,157
-1,334
-6% -$42.8K ﹤0.01% 1450
2023
Q4 		$710K Sell
23,491
-1,629
-6% -$46.9K ﹤0.01% 1431
2023
Q3 		$688K Buy
25,120
+1,495
+6% +$40.3K ﹤0.01% 1329
2023
Q2 		$636K Buy
23,625
+6,521
+38% +$176K ﹤0.01% 1338
2023
Q1 		$450K Buy
17,104
+8,013
+88% +$230K ﹤0.01% 1433
2022
Q4 		$250K Buy
+9,091
New +$243K ﹤0.01% 1406

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

Corient Private Wealth's WF Position: Q2 2026 in Review

Corient Private Wealth increased its Woori Financial (WF) stake by 63% in Q2 2026, buying an estimated $998K and bringing the position to 39,631 shares worth $2.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

Corient Private Wealth first reported a position in WF in Q4 2022 and has held it in 15 quarters since. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Corient Private Wealth held 39,631 shares of Woori Financial worth $2.27M as of Q2 2026.
  • Corient Private Wealth bought 15,381 Woori Financial shares in Q2 2026, an estimated $998K.
  • Woori Financial made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1317 holding.
  • Corient Private Wealth first reported a position in Woori Financial in Q4 2022 and has held it in 15 quarters since.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.