Wela Strategies’s Wells Fargo WFC Stock Holding History

Wela Strategies’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
2025 Q1	–	Sell	-100,974	Closed	-$59.4M	–	74
2024 Q4	$59.4M	Buy	+100,974	New	+$6.89M	25.62%	1

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wela Strategies's WFC Position: Q1 2025 in Review

Wela Strategies sold out of Wells Fargo (WFC) in Q1 2025, closing a stake of 100,974 shares — an estimated $59.4M sold.

Wela Strategies first reported a position in WFC in Q4 2024 and held it in 1 quarter. The position peaked at $59.4M in Q4 2024. 2,552 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

Wela Strategies reported no remaining Wells Fargo position as of Q1 2025 after selling out during the quarter.
Wela Strategies sold 100,974 Wells Fargo shares in Q1 2025, an estimated $59.4M.
Wela Strategies first reported a position in Wells Fargo in Q4 2024 and held it in 1 quarter.
Wela Strategies's Wells Fargo position peaked at $59.4M in Q4 2024.
2,552 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on Wela Strategies's 13F filing for Q1 2025, filed 14 Apr 2025.