Wells Fargo
PWRD

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
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 $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $723M AUM 16.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo's PWRD Position: Q1 2026 in Review

Wells Fargo increased its TCW Transform Systems ETF (PWRD) stake by 447,276% in Q1 2026, buying an estimated $22.8M and bringing the position to 223,688 shares worth $21.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

Wells Fargo first reported a position in PWRD in Q1 2025 and has held it in 4 quarters since. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • Wells Fargo held 223,688 shares of TCW Transform Systems ETF worth $21.9M as of Q1 2026.
  • Wells Fargo bought 223,638 TCW Transform Systems ETF shares in Q1 2026, an estimated $22.8M.
  • TCW Transform Systems ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #1448 holding.
  • Wells Fargo first reported a position in TCW Transform Systems ETF in Q1 2025 and has held it in 4 quarters since.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

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