Mount Yale Investment Advisors’s Woori Financial WF Stock Holding History

Mount Yale Investment Advisors’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	$457K	Buy	+6,851	New	+$461K	0.01%	743

Other funds holding WF

BlackRock New York $6.73T AUM 46.02% 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

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 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

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

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

Mount Yale Investment Advisors's WF Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Woori Financial (WF) in Q1 2026: 6,851 shares worth $457K. The stake represents 0.01% of the portfolio and ranks #743 among its holdings.

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

Mount Yale Investment Advisors held 6,851 shares of Woori Financial worth $457K as of Q1 2026.
Woori Financial was a new Mount Yale Investment Advisors position in Q1 2026.
Woori Financial made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #743 holding.
198 funds tracked by Wall St. Rank held Woori Financial as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.