IFP Advisors’s Woori Financial WF Stock Holding History

IFP Advisors’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%	3702
2026 Q1	$6.59K	Sell	99 -22	-18%	-$1.48K	﹤0.01%	3381
2025 Q4	$7.11K	Buy	121 +22	+22%	+$1.23K	﹤0.01%	3237
2025 Q3	$5.56K	Hold	99	–	–	﹤0.01%	3197
2025 Q2	$4.92K	Buy	99 +27	+38%	+$1.07K	﹤0.01%	3400
2025 Q1	$2.4K	Hold	72	–	–	﹤0.01%	3087
2024 Q4	$2.25K	Hold	72	–	–	﹤0.01%	3064
2024 Q3	$2.57K	Hold	72	–	–	﹤0.01%	2855
2024 Q2	$2.31K	Buy	72 +1	+1%	+$31	﹤0.01%	2779
2024 Q1	$2.3K	Buy	+71	New	+$2.27K	﹤0.01%	2657
2023 Q4	–	Sell	-12	Closed	-$329	–	3360
2023 Q3	$329	Hold	12	–	–	﹤0.01%	3147
2023 Q2	$323	Buy	+12	New	+$324	﹤0.01%	3261
2022 Q4	–	Sell	-153	Closed	-$19K	–	4863
2022 Q3	$19K	Hold	153	–	–	﹤0.01%	3148
2022 Q2	$19K	Hold	153	–	–	﹤0.01%	2905
2022 Q1	$19K	Buy	+153	New	+$5.53K	﹤0.01%	2905
2018 Q4	–	Sell	-240	Closed	-$11K	–	3889
2018 Q3	$11K	Hold	240	–	–	﹤0.01%	2820
2018 Q2	$11K	Hold	240	–	–	﹤0.01%	2852
2018 Q1	$11K	Hold	240	–	–	﹤0.01%	2748
2017 Q4	$11K	Hold	240	–	–	﹤0.01%	2787
2017 Q3	$11K	Sell	240 -25	-9%	-$1.22K	﹤0.01%	2974
2017 Q2	$13K	Sell	265 -38	-13%	-$1.58K	﹤0.01%	2867
2017 Q1	$11K	Hold	303	–	–	﹤0.01%	2871
2016 Q4	$10K	Sell	303 -32	-10%	-$1.03K	﹤0.01%	2922
2016 Q3	$11K	Buy	+335	New	+$9.49K	﹤0.01%	2782

Other funds holding WF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return

IFP Advisors's WF Position: Q2 2026 in Review

IFP Advisors 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 #3702.

IFP Advisors first reported a position in WF in Q3 2016 and has held it in 24 quarters since. The position peaked at $19K in Q3 2022. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

IFP Advisors held 99 shares of Woori Financial worth $5.68K as of Q2 2026.
IFP Advisors left its Woori Financial share count unchanged in Q2 2026.
Woori Financial made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3702 holding.
IFP Advisors first reported a position in Woori Financial in Q3 2016 and has held it in 24 quarters since.
IFP Advisors's Woori Financial position peaked at $19K in Q3 2022.
200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.