Wells Fargo’s Scharf ETF KAT Stock Holding History

Wells Fargo’s Portfolio KAT Stock Details KAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-13,467	Closed	-$741K	–	7531
2025 Q4	$741K	Buy	+13,467	New	+$738K	﹤0.01%	4193

Other funds holding KAT

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RYIA

Roehl & Yi Investment Advisors Eugene, Oregon $266M AUM 20.02% 1-Year Est. Return

Wells Fargo's KAT Position: Q1 2026 in Review

Wells Fargo sold out of Scharf ETF (KAT) in Q1 2026, closing a stake of 13,467 shares — an estimated $741K sold.

Wells Fargo first reported a position in KAT in Q4 2025 and held it in 1 quarter. The position peaked at $741K in Q4 2025. 41 funds tracked by Wall St. Rank hold KAT as of Q1 2026.

Wells Fargo reported no remaining Scharf ETF position as of Q1 2026 after selling out during the quarter.
Wells Fargo sold 13,467 Scharf ETF shares in Q1 2026, an estimated $741K.
Wells Fargo first reported a position in Scharf ETF in Q4 2025 and held it in 1 quarter.
Wells Fargo's Scharf ETF position peaked at $741K in Q4 2025.
41 funds tracked by Wall St. Rank held Scharf ETF as of Q1 2026.

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