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
Q2 		$7.41K Buy
221
+72
+48% +$2.37K ﹤0.01% 6143
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

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
IWA
Independent Wealth Advisors Cary, North Carolina $111M AUM
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo's HEQT Position: Q2 2026 in Review

Wells Fargo increased its Simplify Hedged Equity ETF (HEQT) stake by 48% in Q2 2026, buying an estimated $2.37K and bringing the position to 221 shares worth $7.41K. 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 4 quarters since. The position peaked at $20.8K in Q4 2025. 86 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Wells Fargo held 221 shares of Simplify Hedged Equity ETF worth $7.41K as of Q2 2026.
  • Wells Fargo bought 72 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $2.37K.
  • Simplify Hedged Equity ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #6143 holding.
  • Wells Fargo first reported a position in Simplify Hedged Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Wells Fargo's Simplify Hedged Equity ETF position peaked at $20.8K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

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