Wells Fargo
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Wells Fargo’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Wells Fargo’s Portfolio CAPE Stock Details CAPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.21K Buy
+284
New +$9.15K ﹤0.01% 6099
2023
Q2 		– Sell
-589
Closed -$13.4K – 7597
2023
Q1 		$13.4K Buy
+589
New +$13.2K ﹤0.01% 5761

Other funds holding CAPE

SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $355M AUM 27.18% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CPA
Clear Point Advisors Melville, New York $113M AUM 15% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return

Wells Fargo's CAPE Position: Q2 2026 in Review

Wells Fargo opened a new position in DoubleLine Shiller CAPE US Equities ETF (CAPE) in Q2 2026: 284 shares worth $9.21K. The stake represents ﹤0.01% of the portfolio and ranks #6099 among its holdings. This is a return to the name: Wells Fargo previously reported a position in CAPE as recently as Q1 2023.

Wells Fargo first reported a position in CAPE in Q1 2023 and has held it in 2 quarters since. The position peaked at $13.4K in Q1 2023. 47 funds tracked by Wall St. Rank hold CAPE as of Q2 2026.

  • Wells Fargo held 284 shares of DoubleLine Shiller CAPE US Equities ETF worth $9.21K as of Q2 2026.
  • DoubleLine Shiller CAPE US Equities ETF was a new Wells Fargo position in Q2 2026.
  • DoubleLine Shiller CAPE US Equities ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #6099 holding.
  • Wells Fargo first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q1 2023 and has held it in 2 quarters since.
  • Wells Fargo's DoubleLine Shiller CAPE US Equities ETF position peaked at $13.4K in Q1 2023.
  • 47 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q2 2026.

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