SHP Wealth Management’s Woori Financial WF Stock Holding History

SHP 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	$8.46K	Buy	+127	New	+$8.55K	﹤0.01%	947

Other funds holding WF

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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 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

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

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

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

SHP Wealth Management opened a new position in Woori Financial (WF) in Q1 2026: 127 shares worth $8.46K. The stake represents ﹤0.01% of the portfolio and ranks #947 among its holdings.

198 funds tracked by Wall St. Rank hold WF as of Q1 2026.

SHP Wealth Management held 127 shares of Woori Financial worth $8.46K as of Q1 2026.
Woori Financial was a new SHP Wealth Management position in Q1 2026.
Woori Financial made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #947 holding.
198 funds tracked by Wall St. Rank held Woori Financial as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.