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
Q2 		$114M Buy
5,508,838
+1,128,059
+26% +$23.5M 0.02% 622
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo's CARY Position: Q2 2026 in Review

Wells Fargo increased its Angel Oak Income ETF (CARY) stake by 26% in Q2 2026, buying an estimated $23.5M and bringing the position to 5,508,838 shares worth $114M. The position accounts for 0.02% of the portfolio, ranked #622.

Wells Fargo first reported a position in CARY in Q2 2024 and has held it in 9 quarters since. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • Wells Fargo held 5,508,838 shares of Angel Oak Income ETF worth $114M as of Q2 2026.
  • Wells Fargo bought 1,128,059 Angel Oak Income ETF shares in Q2 2026, an estimated $23.5M.
  • Angel Oak Income ETF made up 0.02% of Wells Fargo's portfolio in Q2 2026, its #622 holding.
  • Wells Fargo first reported a position in Angel Oak Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

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