EWA
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EverSource Wealth Advisors’s Woori Financial WF Stock Holding History

EverSource 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 		$385K Sell
6,714
-5,911
-47% -$383K 0.01% 686
2026
Q1 		$841K Buy
12,625
+5,739
+83% +$386K 0.03% 434
2025
Q4 		$405K Sell
6,886
-276
-4% -$15.4K 0.01% 616
2025
Q3 		$402K Buy
7,162
+104
+1% +$5.67K 0.02% 588
2025
Q2 		$351K Buy
7,058
+64
+0.9% +$2.53K 0.02% 593
2025
Q1 		$233K Buy
6,994
+840
+14% +$28K 0.01% 598
2024
Q4 		$192K Sell
6,154
-418
-6% -$14.4K 0.01% 670
2024
Q3 		$235K Sell
6,572
-3,037
-32% -$105K 0.01% 509
2024
Q2 		$339K Buy
9,609
+666
+7% +$20.8K 0.02% 410
2024
Q1 		$279K Buy
8,943
+746
+9% +$23.9K 0.02% 395
2023
Q4 		$248K Buy
8,197
+1,221
+18% +$35.1K 0.02% 387
2023
Q3 		$191K Buy
6,976
+409
+6% +$11K 0.02% 406
2023
Q2 		$177K Buy
6,567
+6,402
+3,880% +$173K 0.02% 427
2023
Q1 		$4.34K Sell
165
-2,933
-95% -$84K ﹤0.01% 1691
2022
Q4 		$85.3K Sell
3,098
-553
-15% -$14.8K 0.01% 561
2022
Q3 		$82K Buy
3,651
+512
+16% +$13.5K 0.02% 491
2022
Q2 		$89K Buy
3,139
+2,938
+1,462% +$103K 0.02% 412
2022
Q1 		$7K Hold
201
– – ﹤0.01% 1152
2021
Q4 		$6K Buy
+201
New +$6.54K ﹤0.01% 1212

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

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

EverSource Wealth Advisors reduced its Woori Financial (WF) stake by 47% in Q2 2026, selling an estimated $383K and leaving 6,714 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #686.

EverSource Wealth Advisors first reported a position in WF in Q4 2021 and has held it in 19 quarters since. The position peaked at $841K in Q1 2026. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • EverSource Wealth Advisors held 6,714 shares of Woori Financial worth $385K as of Q2 2026.
  • EverSource Wealth Advisors sold 5,911 Woori Financial shares in Q2 2026, an estimated $383K.
  • Woori Financial made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #686 holding.
  • EverSource Wealth Advisors first reported a position in Woori Financial in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Woori Financial position peaked at $841K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.