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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
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 $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
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Ritholtz Wealth Management's WF Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Woori Financial (WF) stake by 6.2% in Q1 2026, buying an estimated $165K and bringing the position to 42,001 shares worth $2.8M. The position accounts for 0.05% of the portfolio, ranked #290.

Ritholtz Wealth Management first reported a position in WF in Q1 2023 and has held it in 13 quarters since. 197 funds tracked by Wall St. Rank hold WF as of Q1 2026.

  • Ritholtz Wealth Management held 42,001 shares of Woori Financial worth $2.8M as of Q1 2026.
  • Ritholtz Wealth Management bought 2,449 Woori Financial shares in Q1 2026, an estimated $165K.
  • Woori Financial made up 0.05% of Ritholtz Wealth Management's portfolio in Q1 2026, its #290 holding.
  • Ritholtz Wealth Management first reported a position in Woori Financial in Q1 2023 and has held it in 13 quarters since.
  • 197 funds tracked by Wall St. Rank held Woori Financial as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.