Meritage Portfolio Management’s Woori Financial WF Stock Holding History

Meritage Portfolio 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
2025 Q4	$391K	Sell	6,651 -87,561	-93%	-$4.88M	0.03%	246
2025 Q3	$5.29M	Sell	94,212 -1,409	-1%	-$76.8K	0.35%	78
2025 Q2	$4.76M	Sell	95,621 -2,753	-3%	-$109K	0.3%	97
2025 Q1	$3.28M	Sell	98,374 -60,644	-38%	-$2.02M	0.22%	131
2024 Q4	$4.97M	Sell	159,018 -11,298	-7%	-$389K	0.31%	87
2024 Q3	$6.08M	Buy	170,316 +24,845	+17%	+$857K	0.37%	75
2024 Q2	$4.66M	Buy	145,471 +50,656	+53%	+$1.58M	0.29%	107
2024 Q1	$3.08M	Buy	+94,815	New	+$3.04M	0.2%	149

Other funds holding WF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return

VPIM

Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Meritage Portfolio Management's WF Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Woori Financial (WF) stake by 93% in Q4 2025, selling an estimated $4.88M and leaving 6,651 shares worth $391K. The position accounts for 0.03% of the portfolio, ranked #246.

Meritage Portfolio Management first reported a position in WF in Q1 2024 and has held it in 8 quarters since. The position peaked at $6.08M in Q3 2024. 170 funds tracked by Wall St. Rank hold WF as of Q4 2025.

Meritage Portfolio Management held 6,651 shares of Woori Financial worth $391K as of Q4 2025.
Meritage Portfolio Management sold 87,561 Woori Financial shares in Q4 2025, an estimated $4.88M.
Woori Financial made up 0.03% of Meritage Portfolio Management's portfolio in Q4 2025, its #246 holding.
Meritage Portfolio Management first reported a position in Woori Financial in Q1 2024 and has held it in 8 quarters since.
Meritage Portfolio Management's Woori Financial position peaked at $6.08M in Q3 2024.
170 funds tracked by Wall St. Rank held Woori Financial as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.