WFI
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West Family Investments’s Woori Financial WF Stock Holding History

West Family Investments’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
Q1 		$612K Sell
9,186
-8,584
-48% -$578K 0.21% 89
2025
Q4 		$1.04M Sell
17,770
-22
-0.1% -$1.23K 0.25% 80
2025
Q3 		$999K Buy
17,792
+178
+1% +$9.7K 0.22% 94
2025
Q2 		$876K Buy
17,614
+5,284
+43% +$209K 0.23% 91
2025
Q1 		$412K Hold
12,330
– – 0.16% 133
2024
Q4 		$385K Sell
12,330
-1,009
-8% -$34.8K 0.13% 154
2024
Q3 		$477K Buy
13,339
+1,410
+12% +$48.6K 0.16% 130
2024
Q2 		$382K Hold
11,929
– – 0.11% 141
2024
Q1 		$387K Buy
11,929
+1,521
+15% +$48.7K 0.12% 149
2023
Q4 		$315K Buy
10,408
+124
+1% +$3.57K 0.11% 145
2023
Q3 		$282K Sell
10,284
-3,384
-25% -$91.3K 0.1% 171
2023
Q2 		$368K Buy
13,668
+1,955
+17% +$52.7K 0.14% 127
2023
Q1 		$308K Sell
11,713
-648
-5% -$18.6K 0.12% 127
2022
Q4 		$340K Buy
12,361
+2,263
+22% +$60.4K 0.12% 145
2022
Q3 		$225K Buy
+10,098
New +$265K 0.09% 192

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
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

West Family Investments's WF Position: Q1 2026 in Review

West Family Investments reduced its Woori Financial (WF) stake by 48% in Q1 2026, selling an estimated $578K and leaving 9,186 shares worth $612K. The position accounts for 0.21% of the portfolio, ranked #89.

West Family Investments first reported a position in WF in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.04M in Q4 2025. 198 funds tracked by Wall St. Rank hold WF as of Q1 2026.

  • West Family Investments held 9,186 shares of Woori Financial worth $612K as of Q1 2026.
  • West Family Investments sold 8,584 Woori Financial shares in Q1 2026, an estimated $578K.
  • Woori Financial made up 0.21% of West Family Investments's portfolio in Q1 2026, its #89 holding.
  • West Family Investments first reported a position in Woori Financial in Q3 2022 and has held it in 15 quarters since.
  • West Family Investments's Woori Financial position peaked at $1.04M in Q4 2025.
  • 198 funds tracked by Wall St. Rank held Woori Financial as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.