MCM
WF icon

MAI Capital Management’s Woori Financial WF Stock Holding History

MAI 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
Q1 		$13.3K Buy
200
+106
+113% +$7.14K ﹤0.01% 3002
2025
Q4 		$5.53K Sell
94
-415
-82% -$23.1K ﹤0.01% 3079
2025
Q3 		$28.6K Sell
509
-3,818
-88% -$208K ﹤0.01% 2241
2025
Q2 		$215K Buy
+4,327
New +$171K ﹤0.01% 1143

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

MAI Capital Management's WF Position: Q1 2026 in Review

MAI Capital Management increased its Woori Financial (WF) stake by 113% in Q1 2026, buying an estimated $7.14K and bringing the position to 200 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3002.

MAI Capital Management first reported a position in WF in Q2 2025 and has held it in 4 quarters since. The position peaked at $215K in Q2 2025. 197 funds tracked by Wall St. Rank hold WF as of Q1 2026.

  • MAI Capital Management held 200 shares of Woori Financial worth $13.3K as of Q1 2026.
  • MAI Capital Management bought 106 Woori Financial shares in Q1 2026, an estimated $7.14K.
  • Woori Financial made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #3002 holding.
  • MAI Capital Management first reported a position in Woori Financial in Q2 2025 and has held it in 4 quarters since.
  • MAI Capital Management's Woori Financial position peaked at $215K in Q2 2025.
  • 197 funds tracked by Wall St. Rank held Woori Financial as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.