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IEQ Capital’s Woori Financial WF Stock Holding History

IEQ Capital’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 		$2.98M Buy
51,903
+15,925
+44% +$1.03M 0.01% 658
2026
Q1 		$2.4M Buy
35,978
+2,324
+7% +$156K 0.01% 704
2025
Q4 		$1.98M Buy
33,654
+2,857
+9% +$159K 0.01% 795
2025
Q3 		$1.73M Buy
30,797
+21,612
+235% +$1.18M 0.01% 811
2025
Q2 		$457K Buy
9,185
+2,678
+41% +$106K ﹤0.01% 1203
2025
Q1 		$217K Sell
6,507
-140
-2% -$4.67K ﹤0.01% 1335
2024
Q4 		$208K Buy
6,647
+195
+3% +$6.72K ﹤0.01% 1191
2024
Q3 		$231K Buy
+6,452
New +$223K ﹤0.01% 1018

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

IEQ Capital's WF Position: Q2 2026 in Review

IEQ Capital increased its Woori Financial (WF) stake by 44% in Q2 2026, buying an estimated $1.03M and bringing the position to 51,903 shares worth $2.98M. The position accounts for 0.01% of the portfolio, ranked #658.

IEQ Capital first reported a position in WF in Q3 2024 and has held it in 8 quarters since. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • IEQ Capital held 51,903 shares of Woori Financial worth $2.98M as of Q2 2026.
  • IEQ Capital bought 15,925 Woori Financial shares in Q2 2026, an estimated $1.03M.
  • Woori Financial made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #658 holding.
  • IEQ Capital first reported a position in Woori Financial in Q3 2024 and has held it in 8 quarters since.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.