HWP
WF icon

Highline Wealth Partners’s Woori Financial WF Stock Holding History

Highline Wealth 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 		$5.68K Hold
99
– – ﹤0.01% 827
2026
Q1 		$6.59K Hold
99
– – ﹤0.01% 624
2025
Q4 		$5.82K Hold
99
– – ﹤0.01% 519
2025
Q3 		$5.56K Buy
99
+8
+9% +$436 ﹤0.01% 547
2025
Q2 		$4.53K Buy
91
+35
+63% +$1.38K ﹤0.01% 472
2025
Q1 		$1.87K Sell
56
-15
-21% -$501 ﹤0.01% 644
2024
Q4 		$2.22K Sell
71
-16
-18% -$552 ﹤0.01% 445
2024
Q3 		$3.11K Buy
+87
New +$3K ﹤0.01% 408

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

Highline Wealth Partners's WF Position: Q2 2026 in Review

Highline Wealth Partners held its Woori Financial (WF) position steady in Q2 2026 at 99 shares worth $5.68K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Highline Wealth Partners first reported a position in WF in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.59K in Q1 2026. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Highline Wealth Partners held 99 shares of Woori Financial worth $5.68K as of Q2 2026.
  • Highline Wealth Partners left its Woori Financial share count unchanged in Q2 2026.
  • Woori Financial made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #827 holding.
  • Highline Wealth Partners first reported a position in Woori Financial in Q3 2024 and has held it in 8 quarters since.
  • Highline Wealth Partners's Woori Financial position peaked at $6.59K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.