Wells Fargo
HEQT icon

Wells Fargo’s Simplify Hedged Equity ETF HEQT Stock Holding History

Wells Fargo’s Portfolio HEQT Stock Details HEQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.69K Sell
149
-501
-77% -$16.1K ﹤0.01% 6143
2025
Q4 		$20.8K Hold
650
– – ﹤0.01% 5778
2025
Q3 		$20.3K Buy
+650
New +$19.9K ﹤0.01% 5797

Other funds holding HEQT

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Wells Fargo's HEQT Position: Q1 2026 in Review

Wells Fargo reduced its Simplify Hedged Equity ETF (HEQT) stake by 77% in Q1 2026, selling an estimated $16.1K and leaving 149 shares worth $4.69K. The position accounts for ﹤0.01% of the portfolio, ranked #6143.

Wells Fargo first reported a position in HEQT in Q3 2025 and has held it in 3 quarters since. The position peaked at $20.8K in Q4 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • Wells Fargo held 149 shares of Simplify Hedged Equity ETF worth $4.69K as of Q1 2026.
  • Wells Fargo sold 501 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $16.1K.
  • Simplify Hedged Equity ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #6143 holding.
  • Wells Fargo first reported a position in Simplify Hedged Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Wells Fargo's Simplify Hedged Equity ETF position peaked at $20.8K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

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