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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
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 $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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Global Retirement Partners's WF Position: Q4 2025 in Review

Global Retirement Partners increased its Woori Financial (WF) stake by 1.7% in Q4 2025, buying an estimated $3.51K and bringing the position to 3,821 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Global Retirement Partners first reported a position in WF in Q2 2019 and has held it in 17 quarters since. 170 funds tracked by Wall St. Rank hold WF as of Q4 2025.

  • Global Retirement Partners held 3,821 shares of Woori Financial worth $225K as of Q4 2025.
  • Global Retirement Partners bought 63 Woori Financial shares in Q4 2025, an estimated $3.51K.
  • Woori Financial made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1402 holding.
  • Global Retirement Partners first reported a position in Woori Financial in Q2 2019 and has held it in 17 quarters since.
  • 170 funds tracked by Wall St. Rank held Woori Financial as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.