TD Private Client Wealth’s Woori Financial WF Stock Holding History

TD Private Client Wealth’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	$85.9K	Buy	1,496 +137	+10%	+$8.89K	﹤0.01%	799
2026 Q1	$90.5K	Buy	1,359 +97	+8%	+$6.53K	﹤0.01%	774
2025 Q4	$74.2K	Buy	1,262 +161	+15%	+$8.97K	﹤0.01%	816
2025 Q3	$61.8K	Buy	1,101 +690	+168%	+$37.6K	﹤0.01%	822
2025 Q2	$20.4K	Buy	411 +70	+21%	+$2.77K	﹤0.01%	982
2025 Q1	$11.4K	Buy	341 +51	+18%	+$1.7K	﹤0.01%	1005
2024 Q4	$9.06K	Buy	290 +5	+2%	+$172	﹤0.01%	1057
2024 Q3	$10.2K	Buy	+285	New	+$9.83K	﹤0.01%	1050

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

TD Private Client Wealth's WF Position: Q2 2026 in Review

TD Private Client Wealth increased its Woori Financial (WF) stake by 10% in Q2 2026, buying an estimated $8.89K and bringing the position to 1,496 shares worth $85.9K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

TD Private Client Wealth first reported a position in WF in Q3 2024 and has held it in 8 quarters since. The position peaked at $90.5K in Q1 2026. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

TD Private Client Wealth held 1,496 shares of Woori Financial worth $85.9K as of Q2 2026.
TD Private Client Wealth bought 137 Woori Financial shares in Q2 2026, an estimated $8.89K.
Woori Financial made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #799 holding.
TD Private Client Wealth first reported a position in Woori Financial in Q3 2024 and has held it in 8 quarters since.
TD Private Client Wealth's Woori Financial position peaked at $90.5K in Q1 2026.
200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.