Wells Fargo’s TCW Transform Systems ETF PWRD Stock Holding History

Wells Fargo’s Portfolio PWRD Stock Details PWRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$47M	Buy	382,371 +158,683	+71%	+$17.7M	0.01%	1065
2026 Q1	$21.9M	Buy	223,688 +223,638	+447,276%	+$22.8M	﹤0.01%	1448
2025 Q4	$4.81K	Buy	+50	New	+$4.91K	﹤0.01%	6104
2025 Q3	–	Sell	-1,009	Closed	-$91K	–	7484
2025 Q2	$91K	Buy	1,009 +10	+1%	+$772	﹤0.01%	5245
2025 Q1	$69.7K	Buy	+999	New	+$75.6K	﹤0.01%	5275

Other funds holding PWRD

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo's PWRD Position: Q2 2026 in Review

Wells Fargo increased its TCW Transform Systems ETF (PWRD) stake by 71% in Q2 2026, buying an estimated $17.7M and bringing the position to 382,371 shares worth $47M. The position accounts for 0.01% of the portfolio, ranked #1065.

Wells Fargo first reported a position in PWRD in Q1 2025 and has held it in 5 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

Wells Fargo held 382,371 shares of TCW Transform Systems ETF worth $47M as of Q2 2026.
Wells Fargo bought 158,683 TCW Transform Systems ETF shares in Q2 2026, an estimated $17.7M.
TCW Transform Systems ETF made up 0.01% of Wells Fargo's portfolio in Q2 2026, its #1065 holding.
Wells Fargo first reported a position in TCW Transform Systems ETF in Q1 2025 and has held it in 5 quarters since.
143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

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