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Wealthstream Advisors’s Woori Financial WF Stock Holding History

Wealthstream Advisors’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
Q3 		$322K Buy
5,729
+505
+10% +$27.5K 0.05% 120
2025
Q2 		$260K Buy
+5,224
New +$207K 0.04% 137

Other funds holding WF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 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

Wealthstream Advisors's WF Position: Q3 2025 in Review

Wealthstream Advisors increased its Woori Financial (WF) stake by 9.7% in Q3 2025, buying an estimated $27.5K and bringing the position to 5,729 shares worth $322K. The position accounts for 0.05% of the portfolio, ranked #120.

Wealthstream Advisors first reported a position in WF in Q2 2025 and has held it in 2 quarters since. 145 funds tracked by Wall St. Rank hold WF as of Q3 2025.

  • Wealthstream Advisors held 5,729 shares of Woori Financial worth $322K as of Q3 2025.
  • Wealthstream Advisors bought 505 Woori Financial shares in Q3 2025, an estimated $27.5K.
  • Woori Financial made up 0.05% of Wealthstream Advisors's portfolio in Q3 2025, its #120 holding.
  • Wealthstream Advisors first reported a position in Woori Financial in Q2 2025 and has held it in 2 quarters since.
  • 145 funds tracked by Wall St. Rank held Woori Financial as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.