Wells Fargo’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Wells Fargo’s Portfolio BDVL Stock Details BDVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$137M	Buy	5,281,647 +1,779,436	+51%	+$46M	0.02%	551
2026 Q1	$86.3M	Buy	3,502,211 +1,689,700	+93%	+$42.5M	0.02%	693
2025 Q4	$45M	Buy	1,812,511 +1,497,109	+475%	+$37.5M	0.01%	995
2025 Q3	$7.89M	Buy	+315,402	New	+$7.86M	﹤0.01%	2192

Other funds holding BDVL

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wells Fargo's BDVL Position: Q2 2026 in Review

Wells Fargo increased its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 51% in Q2 2026, buying an estimated $46M and bringing the position to 5,281,647 shares worth $137M. The position accounts for 0.02% of the portfolio, ranked #551.

Wells Fargo first reported a position in BDVL in Q3 2025 and has held it in 4 quarters since. 101 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

Wells Fargo held 5,281,647 shares of iShares Disciplined Volatility Equity Active ETF worth $137M as of Q2 2026.
Wells Fargo bought 1,779,436 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $46M.
iShares Disciplined Volatility Equity Active ETF made up 0.02% of Wells Fargo's portfolio in Q2 2026, its #551 holding.
Wells Fargo first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
101 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.