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Venturi Wealth Management’s Woori Financial WF Stock Holding History

Venturi 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 		$906K Buy
15,786
+5,205
+49% +$338K 0.04% 243
2026
Q1 		$705K Buy
10,581
+2,680
+34% +$180K 0.03% 268
2025
Q4 		$465K Buy
7,901
+3,350
+74% +$187K 0.02% 360
2025
Q3 		$256K Buy
+4,551
New +$248K 0.01% 480
2025
Q1 		– Sell
-198
Closed -$6.19K – 1840
2024
Q4 		$6.19K Sell
198
-2,005
-91% -$69.1K ﹤0.01% 1584
2024
Q3 		$78.7K Buy
2,203
+2,099
+2,018% +$72.4K ﹤0.01% 632
2024
Q2 		$3.33K Buy
+104
New +$3.25K ﹤0.01% 1296

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

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

Venturi Wealth Management increased its Woori Financial (WF) stake by 49% in Q2 2026, buying an estimated $338K and bringing the position to 15,786 shares worth $906K. The position accounts for 0.04% of the portfolio, ranked #243.

Venturi Wealth Management first reported a position in WF in Q2 2024 and has held it in 7 quarters since. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Venturi Wealth Management held 15,786 shares of Woori Financial worth $906K as of Q2 2026.
  • Venturi Wealth Management bought 5,205 Woori Financial shares in Q2 2026, an estimated $338K.
  • Woori Financial made up 0.04% of Venturi Wealth Management's portfolio in Q2 2026, its #243 holding.
  • Venturi Wealth Management first reported a position in Woori Financial in Q2 2024 and has held it in 7 quarters since.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.