Wells Fargo’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Wells Fargo’s Portfolio YLDE Stock Details YLDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22K	Buy	407 +406	+40,600%	+$22.6K	﹤0.01%	5737
2025 Q4	$62	Buy	+1	New	+$54	﹤0.01%	6485
2025 Q3	–	Hold	0	–	–	–	6683
2025 Q2	–	Hold	0	–	–	–	6903
2025 Q1	–	Sell	-1	Closed	-$52	–	6696
2024 Q4	$41	Hold	1	–	–	﹤0.01%	6537
2024 Q3	$30	Hold	1	–	–	﹤0.01%	6466
2024 Q2	$50	Sell	1 -1	-50%	-$46	﹤0.01%	6324
2024 Q1	$73	Buy	2 +1	+100%	+$45	﹤0.01%	6733
2023 Q4	$60	Hold	1	–	–	﹤0.01%	6895
2023 Q3	$49	Hold	1	–	–	﹤0.01%	6924
2023 Q2	$34	Hold	1	–	–	﹤0.01%	7162
2023 Q1	$57	Hold	1	–	–	﹤0.01%	7079
2022 Q4	$39	Hold	1	–	–	﹤0.01%	7092
2022 Q3	$0	Hold	1	–	–	﹤0.01%	7497
2022 Q2	$0	Sell	1 -1	-50%	-$40	﹤0.01%	7628
2022 Q1	$0	Hold	2	–	–	﹤0.01%	7951
2021 Q4	$0	Hold	2	–	–	﹤0.01%	7909
2021 Q3	$0	Buy	2 +1	+100%	+$41	﹤0.01%	7613
2021 Q2	$0	Buy	+1	New	+$40	﹤0.01%	7551

Other funds holding YLDE

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Wells Fargo's YLDE Position: Q1 2026 in Review

Wells Fargo increased its ClearBridge Dividend Strategy ESG ETF (YLDE) stake by 40,600% in Q1 2026, buying an estimated $22.6K and bringing the position to 407 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #5737.

Wells Fargo first reported a position in YLDE in Q2 2021 and has held it in 17 quarters since. 40 funds tracked by Wall St. Rank hold YLDE as of Q1 2026.

Wells Fargo held 407 shares of ClearBridge Dividend Strategy ESG ETF worth $22K as of Q1 2026.
Wells Fargo bought 406 ClearBridge Dividend Strategy ESG ETF shares in Q1 2026, an estimated $22.6K.
ClearBridge Dividend Strategy ESG ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5737 holding.
Wells Fargo first reported a position in ClearBridge Dividend Strategy ESG ETF in Q2 2021 and has held it in 17 quarters since.
40 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q1 2026.

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