DWM
WF icon

Drive Wealth Management’s Woori Financial WF Stock Holding History

Drive 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 		$289K Buy
5,043
+72
+1% +$4.67K 0.05% 315
2026
Q1 		$331K Buy
4,971
+54
+1% +$3.63K 0.07% 233
2025
Q4 		$289K Buy
4,917
+29
+0.6% +$1.61K 0.06% 258
2025
Q3 		$274K Buy
4,888
+77
+2% +$4.2K 0.06% 252
2025
Q2 		$239K Buy
+4,811
New +$190K 0.05% 280

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

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

Drive Wealth Management increased its Woori Financial (WF) stake by 1.4% in Q2 2026, buying an estimated $4.67K and bringing the position to 5,043 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #315.

Drive Wealth Management first reported a position in WF in Q2 2025 and has held it in 5 quarters since. The position peaked at $331K in Q1 2026. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Drive Wealth Management held 5,043 shares of Woori Financial worth $289K as of Q2 2026.
  • Drive Wealth Management bought 72 Woori Financial shares in Q2 2026, an estimated $4.67K.
  • Woori Financial made up 0.05% of Drive Wealth Management's portfolio in Q2 2026, its #315 holding.
  • Drive Wealth Management first reported a position in Woori Financial in Q2 2025 and has held it in 5 quarters since.
  • Drive Wealth Management's Woori Financial position peaked at $331K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.