Wells Fargo’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Wells Fargo’s Portfolio IWMI Stock Details IWMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$29	Buy	+1	New	+$50	﹤0.01%	6719
2025 Q4	–	Hold	0	–	–	–	6778
2025 Q3	–	Sell	-1	Closed	-$47	–	7466
2025 Q2	$32	Hold	1	–	–	﹤0.01%	6672
2025 Q1	$47	Hold	1	–	–	﹤0.01%	6468
2024 Q4	$28	Buy	+1	New	+$52	﹤0.01%	6625

Other funds holding IWMI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CWA

Cascade Wealth Advisors Wenatchee, Washington $228M AUM 7.97% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PWM

Palacios Wealth Management Ormond Beach, Florida $160M AUM 37.98% 1-Year Est. Return

Wells Fargo's IWMI Position: Q1 2026 in Review

Wells Fargo opened a new position in NEOS Russell 2000 High Income ETF (IWMI) in Q1 2026: 1 share worth $29. The stake represents ﹤0.01% of the portfolio and ranks #6719 among its holdings. This is a return to the name: Wells Fargo previously reported a position in IWMI as recently as Q2 2025.

Wells Fargo first reported a position in IWMI in Q4 2024 and has held it in 4 quarters since. The position peaked at $47 in Q1 2025. 85 funds tracked by Wall St. Rank hold IWMI as of Q1 2026.

Wells Fargo held 1 share of NEOS Russell 2000 High Income ETF worth $29 as of Q1 2026.
NEOS Russell 2000 High Income ETF was a new Wells Fargo position in Q1 2026.
NEOS Russell 2000 High Income ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #6719 holding.
Wells Fargo first reported a position in NEOS Russell 2000 High Income ETF in Q4 2024 and has held it in 4 quarters since.
Wells Fargo's NEOS Russell 2000 High Income ETF position peaked at $47 in Q1 2025.
85 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q1 2026.

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