Wells Fargo
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Wells Fargo’s DoubleLine Mortgage ETF DMBS Stock Holding History

Wells Fargo’s Portfolio DMBS Stock Details DMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.7K Buy
+379
New +$18.9K ﹤0.01% 5797
2025
Q3 		– Sell
-37
Closed -$1.82K – 7151
2025
Q2 		$1.82K Hold
37
– – ﹤0.01% 6226
2025
Q1 		$1.81K Buy
+37
New +$1.79K ﹤0.01% 6170
2024
Q3 		– Sell
-469
Closed -$22.6K – 6954
2024
Q2 		$22.6K Buy
+469
New +$22.5K ﹤0.01% 5546

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Wells Fargo's DMBS Position: Q1 2026 in Review

Wells Fargo opened a new position in DoubleLine Mortgage ETF (DMBS) in Q1 2026: 379 shares worth $18.7K. The stake represents ﹤0.01% of the portfolio and ranks #5797 among its holdings. This is a return to the name: Wells Fargo previously reported a position in DMBS as recently as Q2 2025.

Wells Fargo first reported a position in DMBS in Q2 2024 and has held it in 4 quarters since. The position peaked at $22.6K in Q2 2024. 98 funds tracked by Wall St. Rank hold DMBS as of Q1 2026.

  • Wells Fargo held 379 shares of DoubleLine Mortgage ETF worth $18.7K as of Q1 2026.
  • DoubleLine Mortgage ETF was a new Wells Fargo position in Q1 2026.
  • DoubleLine Mortgage ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5797 holding.
  • Wells Fargo first reported a position in DoubleLine Mortgage ETF in Q2 2024 and has held it in 4 quarters since.
  • Wells Fargo's DoubleLine Mortgage ETF position peaked at $22.6K in Q2 2024.
  • 98 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q1 2026.

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