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Ritholtz Wealth Management’s Woori Financial WF Stock Holding History

Ritholtz 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 		$2.46M Buy
42,830
+829
+2% +$53.8K 0.04% 360
2026
Q1 		$2.8M Buy
42,001
+2,449
+6% +$165K 0.05% 290
2025
Q4 		$2.33M Buy
39,552
+554
+1% +$30.9K 0.04% 316
2025
Q3 		$2.19M Buy
38,998
+2,827
+8% +$154K 0.04% 306
2025
Q2 		$1.8M Buy
36,171
+6,024
+20% +$238K 0.04% 313
2025
Q1 		$1.01M Sell
30,147
-420
-1% -$14K 0.03% 400
2024
Q4 		$955K Buy
30,567
+301
+1% +$10.4K 0.03% 371
2024
Q3 		$1.08M Sell
30,266
-1,376
-4% -$47.5K 0.03% 355
2024
Q2 		$1.01M Sell
31,642
-5,829
-16% -$182K 0.03% 348
2024
Q1 		$1.22M Buy
37,471
+1,737
+5% +$55.7K 0.04% 308
2023
Q4 		$1.08M Buy
35,734
+8,211
+30% +$236K 0.04% 294
2023
Q3 		$755K Buy
27,523
+723
+3% +$19.5K 0.03% 354
2023
Q2 		$722K Buy
26,800
+15,754
+143% +$425K 0.03% 349
2023
Q1 		$290K Buy
+11,046
New +$316K 0.01% 525

Other funds holding WF

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

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

Ritholtz Wealth Management increased its Woori Financial (WF) stake by 2% in Q2 2026, buying an estimated $53.8K and bringing the position to 42,830 shares worth $2.46M. The position accounts for 0.04% of the portfolio, ranked #360.

Ritholtz Wealth Management first reported a position in WF in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.8M in Q1 2026. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Ritholtz Wealth Management held 42,830 shares of Woori Financial worth $2.46M as of Q2 2026.
  • Ritholtz Wealth Management bought 829 Woori Financial shares in Q2 2026, an estimated $53.8K.
  • Woori Financial made up 0.04% of Ritholtz Wealth Management's portfolio in Q2 2026, its #360 holding.
  • Ritholtz Wealth Management first reported a position in Woori Financial in Q1 2023 and has held it in 14 quarters since.
  • Ritholtz Wealth Management's Woori Financial position peaked at $2.8M in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.