GAMMA Investing’s Woori Financial WF Stock Holding History

GAMMA Investing’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	$582K	Buy	10,136 +4,813	+90%	+$312K	0.02%	584
2026 Q1	$355K	Buy	5,323 +936	+21%	+$63K	0.02%	747
2025 Q4	$258K	Buy	4,387 +434	+11%	+$24.2K	0.01%	868
2025 Q3	$222K	Buy	3,953 +59	+2%	+$3.22K	0.01%	909
2025 Q2	$194K	Buy	3,894 +1,453	+60%	+$57.5K	0.01%	943
2025 Q1	$81.5K	Sell	2,441 -187	-7%	-$6.24K	0.01%	1432
2024 Q4	$82.1K	Sell	2,628 -111	-4%	-$3.83K	0.01%	1260
2024 Q3	$97.9K	Buy	2,739 +1,039	+61%	+$35.8K	0.01%	1030
2024 Q2	$54.5K	Sell	1,700 -137	-7%	-$4.29K	0.01%	1133
2024 Q1	$59.6K	Buy	1,837 +736	+67%	+$23.6K	0.01%	922
2023 Q4	$34.1K	Buy	+1,101	New	+$31.7K	0.01%	1145

Other funds holding WF

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return