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Global Retirement Partners’s Woori Financial WF Stock Holding History

Global Retirement Partners’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 		$130K Buy
+2,259
New +$147K ﹤0.01% 1876
2025
Q4 		$225K Buy
3,821
+63
+2% +$3.51K ﹤0.01% 1402
2025
Q3 		$211K Buy
3,758
+3,112
+482% +$170K ﹤0.01% 1146
2025
Q2 		$32.1K Buy
+646
New +$25.6K ﹤0.01% 2026
2024
Q4 		$28.6K Buy
916
+125
+16% +$4.31K ﹤0.01% 1886
2024
Q3 		$28.3K Buy
791
+589
+292% +$20.3K ﹤0.01% 1824
2024
Q2 		$6.47K Hold
202
– – ﹤0.01% 2491
2024
Q1 		$6.55K Buy
202
+11
+6% +$353 ﹤0.01% 2294
2023
Q4 		$5.4K Hold
191
– – ﹤0.01% 2294
2023
Q3 		$5.13K Hold
191
– – ﹤0.01% 2189
2023
Q2 		$5.15K Hold
191
– – ﹤0.01% 2186
2023
Q1 		$4.93K Sell
191
-11
-5% -$315 ﹤0.01% 2170
2022
Q4 		$5.56K Sell
202
-55
-21% -$1.47K ﹤0.01% 1994
2022
Q3 		$6K Buy
257
+127
+98% +$3.34K ﹤0.01% 1899
2022
Q2 		$4K Buy
130
+76
+141% +$2.67K ﹤0.01% 2011
2022
Q1 		$2K Buy
+54
New +$1.95K ﹤0.01% 2263
2019
Q4 		– Sell
-10
Closed – – 1713
2019
Q3 		$0 Hold
10
– – ﹤0.01% 1697
2019
Q2 		$0 Buy
+10
New +$362 ﹤0.01% 1719

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

Global Retirement Partners's WF Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Woori Financial (WF) in Q2 2026: 2,259 shares worth $130K. The stake represents ﹤0.01% of the portfolio and ranks #1876 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in WF as recently as Q4 2025.

Global Retirement Partners first reported a position in WF in Q2 2019 and has held it in 18 quarters since. The position peaked at $225K in Q4 2025. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Global Retirement Partners held 2,259 shares of Woori Financial worth $130K as of Q2 2026.
  • Woori Financial was a new Global Retirement Partners position in Q2 2026.
  • Woori Financial made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1876 holding.
  • Global Retirement Partners first reported a position in Woori Financial in Q2 2019 and has held it in 18 quarters since.
  • Global Retirement Partners's Woori Financial position peaked at $225K in Q4 2025.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.