Spire Wealth Management’s Woori Financial WF Stock Holding History

Spire 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	–	Sell	-125	Closed	-$8.32K	–	2384
2026 Q1	$8.32K	Buy	+125	New	+$8.41K	﹤0.01%	1678
2025 Q2	–	Sell	-75	Closed	-$2.5K	–	2586
2025 Q1	$2.5K	Hold	75	–	–	﹤0.01%	2233
2024 Q4	$2.34K	Hold	75	–	–	﹤0.01%	2222
2024 Q3	$2.68K	Hold	75	–	–	﹤0.01%	1942
2024 Q2	$2.4K	Buy	+75	New	+$2.35K	﹤0.01%	1978
2024 Q1	–	Sell	-80	Closed	-$2.32K	–	2416
2023 Q4	$2.32K	Hold	80	–	–	﹤0.01%	2117
2023 Q3	$2.19K	Hold	80	–	–	﹤0.01%	2119
2023 Q2	$2.16K	Hold	80	–	–	﹤0.01%	2186
2023 Q1	$2.1K	Hold	80	–	–	﹤0.01%	2255
2022 Q4	$2K	Hold	80	–	–	﹤0.01%	2116
2022 Q3	$2K	Buy	+80	New	+$2.1K	﹤0.01%	2006

Other funds holding WF

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return

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

Spire Wealth Management sold out of Woori Financial (WF) in Q2 2026, closing a stake of 125 shares — an estimated $8.32K sold.

Spire Wealth Management first reported a position in WF in Q3 2022 and held it in 11 quarters. The position peaked at $8.32K in Q1 2026. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

Spire Wealth Management reported no remaining Woori Financial position as of Q2 2026 after selling out during the quarter.
Spire Wealth Management sold 125 Woori Financial shares in Q2 2026, an estimated $8.32K.
Spire Wealth Management first reported a position in Woori Financial in Q3 2022 and held it in 11 quarters.
Spire Wealth Management's Woori Financial position peaked at $8.32K in Q1 2026.
200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.