EWP
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Elevation Wealth Partners’s Woori Financial WF Stock Holding History

Elevation Wealth Partners’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 		$20.6K Buy
+358
New +$23.2K 0.01% 584

Other funds holding WF

EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.77B AUM 41.18% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Elevation Wealth Partners's WF Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in Woori Financial (WF) in Q2 2026: 358 shares worth $20.6K. The stake represents 0.01% of the portfolio and ranks #584 among its holdings.

61 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Elevation Wealth Partners held 358 shares of Woori Financial worth $20.6K as of Q2 2026.
  • Woori Financial was a new Elevation Wealth Partners position in Q2 2026.
  • Woori Financial made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #584 holding.
  • 61 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.