JWM
WF icon

JPL Wealth Management’s Woori Financial WF Stock Holding History

JPL Wealth Management’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
Q1 		$3.46K Buy
+52
New +$3.5K ﹤0.01% 789

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
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

JPL Wealth Management's WF Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Woori Financial (WF) in Q1 2026: 52 shares worth $3.46K. The stake represents ﹤0.01% of the portfolio and ranks #789 among its holdings.

197 funds tracked by Wall St. Rank hold WF as of Q1 2026.

  • JPL Wealth Management held 52 shares of Woori Financial worth $3.46K as of Q1 2026.
  • Woori Financial was a new JPL Wealth Management position in Q1 2026.
  • Woori Financial made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #789 holding.
  • 197 funds tracked by Wall St. Rank held Woori Financial as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.