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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
Q2 		$406K Buy
7,079
+228
+3% +$14.8K 0.01% 859
2026
Q1 		$457K Buy
+6,851
New +$461K 0.01% 743

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

Mount Yale Investment Advisors's WF Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Woori Financial (WF) stake by 3.3% in Q2 2026, buying an estimated $14.8K and bringing the position to 7,079 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #859.

Mount Yale Investment Advisors first reported a position in WF in Q1 2026 and has held it in 2 quarters since. The position peaked at $457K in Q1 2026. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Mount Yale Investment Advisors held 7,079 shares of Woori Financial worth $406K as of Q2 2026.
  • Mount Yale Investment Advisors bought 228 Woori Financial shares in Q2 2026, an estimated $14.8K.
  • Woori Financial made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #859 holding.
  • Mount Yale Investment Advisors first reported a position in Woori Financial in Q1 2026 and has held it in 2 quarters since.
  • Mount Yale Investment Advisors's Woori Financial position peaked at $457K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.