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Hennion & Walsh Asset Management’s Wells Fargo WFC Stock Holding History

Hennion & Walsh Asset Management’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$911K Buy
11,029
+5,370
+95% +$432K 0.03% 584
2026
Q1 		$451K Buy
+5,659
New +$486K 0.02% 739
2025
Q4 		– Sell
-13,750
Closed -$1.15M – 1006
2025
Q3 		$1.15M Sell
13,750
-1,187
-8% -$96.3K 0.04% 480
2025
Q2 		$1.2M Sell
14,937
-137
-0.9% -$9.88K 0.05% 453
2025
Q1 		$1.08M Sell
15,074
-109
-0.7% -$8.18K 0.05% 457
2024
Q4 		$1.07M Buy
15,183
+3,905
+35% +$267K 0.05% 453
2024
Q3 		$637K Buy
+11,278
New +$638K 0.03% 562
2024
Q1 		– Sell
-13,533
Closed -$666K – 888
2023
Q4 		$666K Sell
13,533
-1,094
-7% -$47.2K 0.04% 501
2023
Q3 		$598K Sell
14,627
-223
-2% -$9.63K 0.04% 470
2023
Q2 		$634K Sell
14,850
-63
-0.4% -$2.54K 0.04% 451
2023
Q1 		$557K Sell
14,913
-360
-2% -$15.7K 0.03% 486
2022
Q4 		$631K Sell
15,273
-734
-5% -$32.5K 0.04% 446
2022
Q3 		$644K Buy
16,007
+1,041
+7% +$44.7K 0.04% 430
2022
Q2 		$586K Buy
14,966
+2,228
+17% +$97.8K 0.04% 452
2022
Q1 		$617K Buy
+12,738
New +$682K 0.03% 468

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Hennion & Walsh Asset Management's WFC Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Wells Fargo (WFC) stake by 95% in Q2 2026, buying an estimated $432K and bringing the position to 11,029 shares worth $911K. The position accounts for 0.03% of the portfolio, ranked #584.

Hennion & Walsh Asset Management first reported a position in WFC in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.2M in Q2 2025. 806 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Hennion & Walsh Asset Management held 11,029 shares of Wells Fargo worth $911K as of Q2 2026.
  • Hennion & Walsh Asset Management bought 5,370 Wells Fargo shares in Q2 2026, an estimated $432K.
  • Wells Fargo made up 0.03% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #584 holding.
  • Hennion & Walsh Asset Management first reported a position in Wells Fargo in Q1 2022 and has held it in 15 quarters since.
  • Hennion & Walsh Asset Management's Wells Fargo position peaked at $1.2M in Q2 2025.
  • 806 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.