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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Evergreen Capital Management's WF Position: Q1 2026 in Review

Evergreen Capital Management increased its Woori Financial (WF) stake by 2% in Q1 2026, buying an estimated $9.16K and bringing the position to 6,926 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #838.

Evergreen Capital Management first reported a position in WF in Q2 2025 and has held it in 4 quarters since. 197 funds tracked by Wall St. Rank hold WF as of Q1 2026.

  • Evergreen Capital Management held 6,926 shares of Woori Financial worth $461K as of Q1 2026.
  • Evergreen Capital Management bought 136 Woori Financial shares in Q1 2026, an estimated $9.16K.
  • Woori Financial made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #838 holding.
  • Evergreen Capital Management first reported a position in Woori Financial in Q2 2025 and has held it in 4 quarters since.
  • 197 funds tracked by Wall St. Rank held Woori Financial as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.