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EP Wealth Advisors’s Woori Financial WF Stock Holding History

EP Wealth Advisors’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 		$353K Buy
+6,148
New +$399K ﹤0.01% 1197

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

EP Wealth Advisors's WF Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Woori Financial (WF) in Q2 2026: 6,148 shares worth $353K. The stake represents ﹤0.01% of the portfolio and ranks #1197 among its holdings.

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

  • EP Wealth Advisors held 6,148 shares of Woori Financial worth $353K as of Q2 2026.
  • Woori Financial was a new EP Wealth Advisors position in Q2 2026.
  • Woori Financial made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1197 holding.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

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