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Dogwood Wealth Management’s Woori Financial WF Stock Holding History

Dogwood Wealth Management’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 		$2.3K Hold
40
– – ﹤0.01% 644
2026
Q1 		$2.66K Buy
+40
New +$2.69K ﹤0.01% 590

Other funds holding WF

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Morgan Stanley
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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

Dogwood Wealth Management's WF Position: Q2 2026 in Review

Dogwood Wealth Management held its Woori Financial (WF) position steady in Q2 2026 at 40 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Dogwood Wealth Management first reported a position in WF in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.66K in Q1 2026. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Dogwood Wealth Management held 40 shares of Woori Financial worth $2.3K as of Q2 2026.
  • Dogwood Wealth Management left its Woori Financial share count unchanged in Q2 2026.
  • Woori Financial made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #644 holding.
  • Dogwood Wealth Management first reported a position in Woori Financial in Q1 2026 and has held it in 2 quarters since.
  • Dogwood Wealth Management's Woori Financial position peaked at $2.66K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.