Wealthfront Advisers
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Wealthfront Advisers’s Wells Fargo WFC Stock Holding History

Wealthfront Advisers’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
Q1 		$33.6M Sell
422,133
-15,799
-4% -$1.36M 0.07% 96
2025
Q4 		$40.8M Buy
437,932
+8,914
+2% +$774K 0.09% 79
2025
Q3 		$36M Buy
429,018
+13,515
+3% +$1.1M 0.08% 81
2025
Q2 		$33.3M Buy
415,503
+34,017
+9% +$2.45M 0.09% 84
2025
Q1 		$27.4M Buy
381,486
+30,531
+9% +$2.29M 0.07% 83
2024
Q4 		$24.7M Buy
350,955
+45,643
+15% +$3.12M 0.07% 82
2024
Q3 		$17.2M Sell
305,312
-5,038
-2% -$285K 0.05% 103
2024
Q2 		$18.4M Buy
310,350
+24,183
+8% +$1.43M 0.06% 88
2024
Q1 		$16.6M Buy
286,167
+10,687
+4% +$559K 0.06% 97
2023
Q4 		$13.6M Buy
275,480
+49,708
+22% +$2.15M 0.05% 106
2023
Q3 		$9.23M Buy
225,772
+31,070
+16% +$1.34M 0.04% 128
2023
Q2 		$8.31M Buy
194,702
+30,627
+19% +$1.23M 0.04% 147
2023
Q1 		$6.13M Sell
164,075
-74,554
-31% -$3.25M 0.03% 174
2022
Q4 		$9.85M Sell
238,629
-29,666
-11% -$1.31M 0.05% 118
2022
Q3 		$10.8M Buy
268,295
+94,496
+54% +$4.06M 0.06% 85
2022
Q2 		$6.81M Sell
173,799
-77,175
-31% -$3.39M 0.03% 139
2022
Q1 		$12.2M Sell
250,974
-41,448
-14% -$2.22M 0.05% 83
2021
Q4 		$14M Buy
292,422
+61,306
+27% +$3.02M 0.06% 74
2021
Q3 		$10.7M Buy
231,116
+62,062
+37% +$2.87M 0.05% 80
2021
Q2 		$7.66M Buy
169,054
+24,000
+17% +$1.07M 0.04% 99
2021
Q1 		$5.67M Buy
145,054
+35,620
+33% +$1.26M 0.03% 109
2020
Q4 		$3.3M Sell
109,434
-90,605
-45% -$2.35M 0.02% 131
2020
Q3 		$4.7M Buy
200,039
+99,708
+99% +$2.46M 0.03% 83
2020
Q2 		$2.57M Buy
100,331
+59,784
+147% +$1.64M 0.02% 126
2020
Q1 		$1.16M Sell
40,547
-141,140
-78% -$6M 0.01% 246
2019
Q4 		$9.78M Buy
181,687
+37,172
+26% +$1.95M 0.07% 43
2019
Q3 		$7.29M Buy
144,515
+16,913
+13% +$797K 0.06% 57
2019
Q2 		$6.04M Sell
127,602
-4,656
-4% -$218K 0.05% 63
2019
Q1 		$6.39M Buy
132,258
+19,570
+17% +$963K 0.06% 59
2018
Q4 		$5.19M Buy
+112,688
New +$5.77M 0.06% 62

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers's WFC Position: Q1 2026 in Review

Wealthfront Advisers reduced its Wells Fargo (WFC) stake by 3.6% in Q1 2026, selling an estimated $1.36M and leaving 422,133 shares worth $33.6M. The position accounts for 0.07% of the portfolio, ranked #96.

Wealthfront Advisers first reported a position in WFC in Q4 2018 and has held it in 30 quarters since. The position peaked at $40.8M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Wealthfront Advisers held 422,133 shares of Wells Fargo worth $33.6M as of Q1 2026.
  • Wealthfront Advisers sold 15,799 Wells Fargo shares in Q1 2026, an estimated $1.36M.
  • Wells Fargo made up 0.07% of Wealthfront Advisers's portfolio in Q1 2026, its #96 holding.
  • Wealthfront Advisers first reported a position in Wells Fargo in Q4 2018 and has held it in 30 quarters since.
  • Wealthfront Advisers's Wells Fargo position peaked at $40.8M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Wealthfront Advisers's 13F filing for Q1 2026, filed 5 May 2026.