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Evergreen Capital Management’s Woori Financial WF Stock Holding History

Evergreen Capital 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 		$423K Buy
7,371
+445
+6% +$28.9K 0.01% 1006
2026
Q1 		$461K Buy
6,926
+136
+2% +$9.16K 0.01% 838
2025
Q4 		$399K Buy
6,790
+489
+8% +$27.2K 0.01% 876
2025
Q3 		$354K Hold
6,301
– – 0.01% 858
2025
Q2 		$313K Buy
+6,301
New +$249K 0.01% 778

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

Evergreen Capital Management's WF Position: Q2 2026 in Review

Evergreen Capital Management increased its Woori Financial (WF) stake by 6.4% in Q2 2026, buying an estimated $28.9K and bringing the position to 7,371 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #1006.

Evergreen Capital Management first reported a position in WF in Q2 2025 and has held it in 5 quarters since. The position peaked at $461K in Q1 2026. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Evergreen Capital Management held 7,371 shares of Woori Financial worth $423K as of Q2 2026.
  • Evergreen Capital Management bought 445 Woori Financial shares in Q2 2026, an estimated $28.9K.
  • Woori Financial made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1006 holding.
  • Evergreen Capital Management first reported a position in Woori Financial in Q2 2025 and has held it in 5 quarters since.
  • Evergreen Capital Management's Woori Financial position peaked at $461K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.