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

Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return

Walled Lake Planning & Wealth Management Winnetka, Illinois $420M AUM 13.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Santori & Peters Inc Canonsburg, Pennsylvania $372M AUM 30.83% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Clear Point Advisors Melville, New York $146M AUM 10.14% 1-Year Est. Return

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.