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 Q2	–	Sell	-52	Closed	-$3.46K	–	1985
2026 Q1	$3.46K	Buy	+52	New	+$3.5K	﹤0.01%	789

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

JPL Wealth Management's WF Position: Q2 2026 in Review

JPL Wealth Management sold out of Woori Financial (WF) in Q2 2026, closing a stake of 52 shares — an estimated $3.46K sold.

JPL Wealth Management first reported a position in WF in Q1 2026 and held it in 1 quarter. The position peaked at $3.46K in Q1 2026. 199 funds tracked by Wall St. Rank hold WF as of Q2 2026.

JPL Wealth Management reported no remaining Woori Financial position as of Q2 2026 after selling out during the quarter.
JPL Wealth Management sold 52 Woori Financial shares in Q2 2026, an estimated $3.46K.
JPL Wealth Management first reported a position in Woori Financial in Q1 2026 and held it in 1 quarter.
JPL Wealth Management's Woori Financial position peaked at $3.46K in Q1 2026.
199 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.