Raffa Wealth Management’s Woori Financial WF Stock Holding History

Raffa Wealth Management’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	$17.2K	Buy	300 +167	+126%	+$10.8K	﹤0.01%	319
2026 Q1	$8.86K	Sell	133 -9	-6%	-$606	﹤0.01%	420
2025 Q4	$8.35K	Buy	142 +51	+56%	+$2.84K	﹤0.01%	408
2025 Q3	$5.11K	Buy	91 +26	+40%	+$1.42K	﹤0.01%	477
2025 Q2	$3.23K	Hold	65	–	–	﹤0.01%	589
2025 Q1	$2.17K	Hold	65	–	–	﹤0.01%	611
2024 Q4	$2.03K	Hold	65	–	–	﹤0.01%	667
2024 Q3	$2.32K	Hold	65	–	–	﹤0.01%	603
2024 Q2	$2.08K	Hold	65	–	–	﹤0.01%	713
2024 Q1	$2.11K	Hold	65	–	–	﹤0.01%	696
2023 Q4	$1.96K	Hold	65	–	–	﹤0.01%	630
2023 Q3	$1.78K	Hold	65	–	–	﹤0.01%	620
2023 Q2	$1.75K	Hold	65	–	–	﹤0.01%	646
2023 Q1	$1.71K	Hold	65	–	–	﹤0.01%	651
2022 Q4	$1.79K	Hold	65	–	–	﹤0.01%	626
2022 Q3	$1.45K	Hold	65	–	–	﹤0.01%	690
2022 Q2	$1.84K	Hold	65	–	–	﹤0.01%	629
2022 Q1	$2.45K	Hold	65	–	–	﹤0.01%	588
2021 Q4	$2.09K	Sell	65 -21	-24%	-$683	﹤0.01%	646
2021 Q3	$2.48K	Hold	86	–	–	﹤0.01%	557
2021 Q2	$2.6K	Sell	86 -8	-9%	-$236	﹤0.01%	544
2021 Q1	$2.55K	Buy	+94	New	+$2.47K	﹤0.01%	569

Other funds holding WF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return

Raffa Wealth Management's WF Position: Q2 2026 in Review

Raffa Wealth Management increased its Woori Financial (WF) stake by 126% in Q2 2026, buying an estimated $10.8K and bringing the position to 300 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Raffa Wealth Management first reported a position in WF in Q1 2021 and has held it in 22 quarters since. 189 funds tracked by Wall St. Rank hold WF as of Q2 2026.

Raffa Wealth Management held 300 shares of Woori Financial worth $17.2K as of Q2 2026.
Raffa Wealth Management bought 167 Woori Financial shares in Q2 2026, an estimated $10.8K.
Woori Financial made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #319 holding.
Raffa Wealth Management first reported a position in Woori Financial in Q1 2021 and has held it in 22 quarters since.
189 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.