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Sequoia Financial Advisors’s Woori Financial WF Stock Holding History

Sequoia Financial 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 		$2.78M Buy
48,470
+8,691
+22% +$564K 0.01% 499
2026
Q1 		$2.65M Buy
39,779
+3,742
+10% +$252K 0.01% 507
2025
Q4 		$2.12M Buy
36,037
+2,791
+8% +$155K 0.01% 554
2025
Q3 		$1.87M Buy
33,246
+3,219
+11% +$175K 0.01% 555
2025
Q2 		$1.49M Buy
30,027
+4,997
+20% +$198K 0.01% 553
2025
Q1 		$836K Buy
25,030
+342
+1% +$11.4K 0.01% 685
2024
Q4 		$772K Buy
24,688
+217
+0.9% +$7.48K 0.01% 665
2024
Q3 		$874K Sell
24,471
-339
-1% -$11.7K 0.01% 582
2024
Q2 		$795K Buy
24,810
+693
+3% +$21.7K 0.01% 546
2024
Q1 		$782K Buy
24,117
+857
+4% +$27.5K 0.01% 547
2023
Q4 		$703K Buy
23,260
+1,565
+7% +$45K 0.01% 639
2023
Q3 		$595K Buy
21,695
+1,231
+6% +$33.2K 0.01% 467
2023
Q2 		$552K Buy
20,464
+799
+4% +$21.6K 0.01% 499
2023
Q1 		$517K Buy
19,665
+278
+1% +$7.96K 0.01% 452
2022
Q4 		$534K Buy
+19,387
New +$518K 0.01% 415
2022
Q3 		– Sell
-11,472
Closed -$324K – 595
2022
Q2 		$324K Sell
11,472
-945
-8% -$33.2K 0.01% 418
2022
Q1 		$468K Buy
12,417
+4,778
+63% +$173K 0.01% 371
2021
Q4 		$245K Buy
+7,639
New +$249K 0.01% 499

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

Sequoia Financial Advisors's WF Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Woori Financial (WF) stake by 22% in Q2 2026, buying an estimated $564K and bringing the position to 48,470 shares worth $2.78M. The position accounts for 0.01% of the portfolio, ranked #499.

Sequoia Financial Advisors first reported a position in WF in Q4 2021 and has held it in 18 quarters since. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Sequoia Financial Advisors held 48,470 shares of Woori Financial worth $2.78M as of Q2 2026.
  • Sequoia Financial Advisors bought 8,691 Woori Financial shares in Q2 2026, an estimated $564K.
  • Woori Financial made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #499 holding.
  • Sequoia Financial Advisors first reported a position in Woori Financial in Q4 2021 and has held it in 18 quarters since.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.