Nisa Investment Advisors
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Nisa Investment Advisors’s Woori Financial WF Stock Holding History

Nisa 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 		$53.2K Buy
926
+490
+112% +$31.8K ﹤0.01% 1830
2026
Q1 		$29K Buy
436
+86
+25% +$5.79K ﹤0.01% 1883
2025
Q4 		$20.6K Buy
+350
New +$19.5K ﹤0.01% 1931

Other funds holding WF

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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

Nisa Investment Advisors's WF Position: Q2 2026 in Review

Nisa Investment Advisors increased its Woori Financial (WF) stake by 112% in Q2 2026, buying an estimated $31.8K and bringing the position to 926 shares worth $53.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

Nisa Investment Advisors first reported a position in WF in Q4 2025 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Nisa Investment Advisors held 926 shares of Woori Financial worth $53.2K as of Q2 2026.
  • Nisa Investment Advisors bought 490 Woori Financial shares in Q2 2026, an estimated $31.8K.
  • Woori Financial made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1830 holding.
  • Nisa Investment Advisors first reported a position in Woori Financial in Q4 2025 and has held it in 3 quarters since.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.