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Kathmere Capital Management’s Woori Financial WF Stock Holding History

Kathmere Capital 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 		$341K Buy
5,949
+2,837
+91% +$184K 0.02% 491
2026
Q1 		$207K Buy
+3,112
New +$210K 0.01% 572

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

Kathmere Capital Management's WF Position: Q2 2026 in Review

Kathmere Capital Management increased its Woori Financial (WF) stake by 91% in Q2 2026, buying an estimated $184K and bringing the position to 5,949 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #491.

Kathmere Capital Management first reported a position in WF in Q1 2026 and has held it in 2 quarters since. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Kathmere Capital Management held 5,949 shares of Woori Financial worth $341K as of Q2 2026.
  • Kathmere Capital Management bought 2,837 Woori Financial shares in Q2 2026, an estimated $184K.
  • Woori Financial made up 0.02% of Kathmere Capital Management's portfolio in Q2 2026, its #491 holding.
  • Kathmere Capital Management first reported a position in Woori Financial in Q1 2026 and has held it in 2 quarters since.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.