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Integrated Wealth Concepts’s Woori Financial WF Stock Holding History

Integrated Wealth Concepts’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 		$17.7K Buy
+308
New +$20K ﹤0.01% 4179

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

Integrated Wealth Concepts's WF Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Woori Financial (WF) in Q2 2026: 308 shares worth $17.7K. The stake represents ﹤0.01% of the portfolio and ranks #4179 among its holdings.

199 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Integrated Wealth Concepts held 308 shares of Woori Financial worth $17.7K as of Q2 2026.
  • Woori Financial was a new Integrated Wealth Concepts position in Q2 2026.
  • Woori Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4179 holding.
  • 199 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.