Wells Fargo
CARY icon

Wells Fargo’s Angel Oak Income ETF CARY Stock Holding History

Wells Fargo’s Portfolio CARY Stock Details CARY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$91M Buy
4,380,779
+464,997
+12% +$9.74M 0.02% 669
2025
Q4 		$81.5M Buy
3,915,782
+204,673
+6% +$4.29M 0.01% 701
2025
Q3 		$77.6M Buy
3,711,109
+896,434
+32% +$18.7M 0.01% 707
2025
Q2 		$58.5M Buy
2,814,675
+1,128,360
+67% +$23.3M 0.01% 783
2025
Q1 		$35M Buy
1,686,315
+678,599
+67% +$14.1M 0.01% 982
2024
Q4 		$20.7M Buy
1,007,716
+289,870
+40% +$6.05M ﹤0.01% 1329
2024
Q3 		$15.2M Buy
717,846
+716,756
+65,757% +$15M ﹤0.01% 1506
2024
Q2 		$22.5K Buy
+1,090
New +$22.3K ﹤0.01% 5548

Other funds holding CARY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo's CARY Position: Q1 2026 in Review

Wells Fargo increased its Angel Oak Income ETF (CARY) stake by 12% in Q1 2026, buying an estimated $9.74M and bringing the position to 4,380,779 shares worth $91M. The position accounts for 0.02% of the portfolio, ranked #669.

Wells Fargo first reported a position in CARY in Q2 2024 and has held it in 8 quarters since. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • Wells Fargo held 4,380,779 shares of Angel Oak Income ETF worth $91M as of Q1 2026.
  • Wells Fargo bought 464,997 Angel Oak Income ETF shares in Q1 2026, an estimated $9.74M.
  • Angel Oak Income ETF made up 0.02% of Wells Fargo's portfolio in Q1 2026, its #669 holding.
  • Wells Fargo first reported a position in Angel Oak Income ETF in Q2 2024 and has held it in 8 quarters since.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.