Wells Fargo
HEGD icon

Wells Fargo’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Wells Fargo’s Portfolio HEGD Stock Details HEGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-18,718
Closed -$472K – 7314
2025
Q4 		$472K Buy
18,718
+542
+3% +$13.7K ﹤0.01% 4541
2025
Q3 		$453K Buy
+18,176
New +$438K ﹤0.01% 4376
2025
Q1 		– Sell
-373
Closed -$8.36K – 7131
2024
Q4 		$8.36K Hold
373
– – ﹤0.01% 5974
2024
Q3 		$8.3K Buy
+373
New +$8.06K ﹤0.01% 5839

Other funds holding HEGD

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TSS
Taylor Securities Services Harrisburg, Pennsylvania $214M AUM
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

Wells Fargo's HEGD Position: Q1 2026 in Review

Wells Fargo sold out of Swan Hedged Equity US Large Cap ETF (HEGD) in Q1 2026, closing a stake of 18,718 shares — an estimated $472K sold.

Wells Fargo first reported a position in HEGD in Q3 2024 and held it in 4 quarters. The position peaked at $472K in Q4 2025. 79 funds tracked by Wall St. Rank hold HEGD as of Q1 2026.

  • Wells Fargo reported no remaining Swan Hedged Equity US Large Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Wells Fargo sold 18,718 Swan Hedged Equity US Large Cap ETF shares in Q1 2026, an estimated $472K.
  • Wells Fargo first reported a position in Swan Hedged Equity US Large Cap ETF in Q3 2024 and held it in 4 quarters.
  • Wells Fargo's Swan Hedged Equity US Large Cap ETF position peaked at $472K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2026.

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