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Wealthspire Advisors (New York)’s Woori Financial WF Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-43
Closed -$2.41K – 2890
2025
Q3 		$2.41K Buy
+43
New +$2.34K ﹤0.01% 2558
2019
Q1 		– Sell
-29
Closed -$1K – 795
2018
Q4 		$1K Buy
+29
New +$1.24K ﹤0.01% 849

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Connor, Clark & Lunn Investment Management (CC&L)
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Creative Planning
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Wealthspire Advisors (New York)'s WF Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Woori Financial (WF) in Q4 2025, closing a stake of 43 shares — an estimated $2.41K sold.

Wealthspire Advisors (New York) first reported a position in WF in Q4 2018 and held it in 2 quarters. The position peaked at $2.41K in Q3 2025. 170 funds tracked by Wall St. Rank hold WF as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Woori Financial position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 43 Woori Financial shares in Q4 2025, an estimated $2.41K.
  • Wealthspire Advisors (New York) first reported a position in Woori Financial in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Woori Financial position peaked at $2.41K in Q3 2025.
  • 170 funds tracked by Wall St. Rank held Woori Financial as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.