NewSquare Capital’s Woori Financial WF Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-380	Closed	-$18.9K	–	1233
2025 Q2	$18.9K	Buy	380 +231	+155%	+$9.14K	﹤0.01%	495
2025 Q1	$4.97K	Buy	149 +78	+110%	+$2.6K	﹤0.01%	700
2024 Q4	$2.22K	Buy	+71	New	+$2.45K	﹤0.01%	529

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 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

NewSquare Capital's WF Position: Q3 2025 in Review

NewSquare Capital sold out of Woori Financial (WF) in Q3 2025, closing a stake of 380 shares — an estimated $18.9K sold.

NewSquare Capital first reported a position in WF in Q4 2024 and held it in 3 quarters. The position peaked at $18.9K in Q2 2025. 145 funds tracked by Wall St. Rank hold WF as of Q3 2025.

NewSquare Capital reported no remaining Woori Financial position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 380 Woori Financial shares in Q3 2025, an estimated $18.9K.
NewSquare Capital first reported a position in Woori Financial in Q4 2024 and held it in 3 quarters.
NewSquare Capital's Woori Financial position peaked at $18.9K in Q2 2025.
145 funds tracked by Wall St. Rank held Woori Financial as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.