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Rise Advisors’s Woori Financial WF Stock Holding History

Rise 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
2025
Q4 		– Sell
-28
Closed -$1.57K – 1426
2025
Q3 		$1.57K Hold
28
– – ﹤0.01% 1220
2025
Q2 		$1.39K Buy
28
+25
+833% +$989 ﹤0.01% 1236
2025
Q1 		$107 Sell
3
-788
-100% -$26.3K ﹤0.01% 1450
2024
Q4 		$24.7K Buy
791
+7
+0.9% +$241 0.01% 513
2024
Q3 		$28K Buy
784
+6
+0.8% +$207 0.01% 447
2024
Q2 		$24.9K Buy
778
+37
+5% +$1.16K 0.01% 478
2024
Q1 		$24K Buy
+741
New +$23.7K 0.01% 518

Other funds holding WF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
EI
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
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Rise Advisors's WF Position: Q4 2025 in Review

Rise Advisors sold out of Woori Financial (WF) in Q4 2025, closing a stake of 28 shares — an estimated $1.57K sold.

Rise Advisors first reported a position in WF in Q1 2024 and held it in 7 quarters. The position peaked at $28K in Q3 2024. 170 funds tracked by Wall St. Rank hold WF as of Q4 2025.

  • Rise Advisors reported no remaining Woori Financial position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 28 Woori Financial shares in Q4 2025, an estimated $1.57K.
  • Rise Advisors first reported a position in Woori Financial in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Woori Financial position peaked at $28K in Q3 2024.
  • 170 funds tracked by Wall St. Rank held Woori Financial as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.