Envestnet Asset Management
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Envestnet Asset Management’s Woori Financial WF Stock Holding History

Envestnet Asset 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 		$1.7M Buy
29,549
+6,784
+30% +$440K ﹤0.01% 3278
2026
Q1 		$1.52M Buy
22,765
+3,989
+21% +$269K ﹤0.01% 3198
2025
Q4 		$1.1M Sell
18,776
-9,116
-33% -$508K ﹤0.01% 3209
2025
Q3 		$1.57M Buy
27,892
+19,749
+243% +$1.08M ﹤0.01% 3046
2025
Q2 		$405K Buy
8,143
+643
+9% +$25.4K ﹤0.01% 3854
2025
Q1 		$250K Sell
7,500
-110
-1% -$3.67K ﹤0.01% 4026
2024
Q4 		$238K Sell
7,610
-614
-7% -$21.2K ﹤0.01% 4008
2024
Q3 		$294K Buy
+8,224
New +$284K ﹤0.01% 3834
2024
Q1 		– Sell
-8,302
Closed -$251K – 4291
2023
Q4 		$251K Buy
8,302
+773
+10% +$22.2K ﹤0.01% 3712
2023
Q3 		$206K Sell
7,529
-7,725
-51% -$208K ﹤0.01% 3733
2023
Q2 		$411K Buy
15,254
+253
+2% +$6.83K ﹤0.01% 3314
2023
Q1 		$394K Sell
15,001
-16,503
-52% -$473K ﹤0.01% 3299
2022
Q4 		$867K Sell
31,504
-8,469
-21% -$226K ﹤0.01% 2754
2022
Q3 		$892K Sell
39,973
-6,400
-14% -$168K ﹤0.01% 2662
2022
Q2 		$1.31M Buy
46,373
+12,282
+36% +$432K ﹤0.01% 2387
2022
Q1 		$1.28M Buy
34,091
+3,039
+10% +$110K ﹤0.01% 2480
2021
Q4 		$998K Buy
+31,052
New +$1.01M ﹤0.01% 2635
2019
Q1 		– Sell
-5,248
Closed -$221K – 3041
2018
Q4 		$221K Buy
+5,248
New +$225K ﹤0.01% 2629
2017
Q4 		– Sell
-144
Closed -$6K – 3008
2017
Q3 		$6K Buy
144
+40
+38% +$1.95K ﹤0.01% 2692
2017
Q2 		$5K Sell
104
-51
-33% -$2.12K ﹤0.01% 2843
2017
Q1 		$5K Sell
155
-38
-20% -$1.33K ﹤0.01% 2906
2016
Q4 		$6K Buy
+193
New +$6.23K ﹤0.01% 2860
2014
Q4 		– Sell
-136
Closed -$5K – 2735
2014
Q3 		$5K Buy
+136
New +$5.3K ﹤0.01% 2320

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

Envestnet Asset Management's WF Position: Q2 2026 in Review

Envestnet Asset Management increased its Woori Financial (WF) stake by 30% in Q2 2026, buying an estimated $440K and bringing the position to 29,549 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #3278.

Envestnet Asset Management first reported a position in WF in Q3 2014 and has held it in 23 quarters since. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Envestnet Asset Management held 29,549 shares of Woori Financial worth $1.7M as of Q2 2026.
  • Envestnet Asset Management bought 6,784 Woori Financial shares in Q2 2026, an estimated $440K.
  • Woori Financial made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3278 holding.
  • Envestnet Asset Management first reported a position in Woori Financial in Q3 2014 and has held it in 23 quarters since.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.