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Physician Wealth Advisors’s Woori Financial WF Stock Holding History

Physician Wealth 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 		$14.7K Buy
256
+97
+61% +$6.29K ﹤0.01% 769
2026
Q1 		$10.6K Sell
159
-16
-9% -$1.08K ﹤0.01% 784
2025
Q4 		$10.3K Buy
175
+27
+18% +$1.5K ﹤0.01% 760
2025
Q3 		$8.31K Buy
148
+9
+6% +$491 ﹤0.01% 797
2025
Q2 		$6.91K Buy
139
+79
+132% +$3.13K ﹤0.01% 725
2025
Q1 		$2K Sell
60
-24
-29% -$801 ﹤0.01% 867
2024
Q4 		$2.63K Buy
+84
New +$2.9K ﹤0.01% 820

Other funds holding WF

EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.77B AUM 41.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Physician Wealth Advisors's WF Position: Q2 2026 in Review

Physician Wealth Advisors increased its Woori Financial (WF) stake by 61% in Q2 2026, buying an estimated $6.29K and bringing the position to 256 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Physician Wealth Advisors first reported a position in WF in Q4 2024 and has held it in 7 quarters since. 66 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Physician Wealth Advisors held 256 shares of Woori Financial worth $14.7K as of Q2 2026.
  • Physician Wealth Advisors bought 97 Woori Financial shares in Q2 2026, an estimated $6.29K.
  • Woori Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #769 holding.
  • Physician Wealth Advisors first reported a position in Woori Financial in Q4 2024 and has held it in 7 quarters since.
  • 66 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.