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 Q2	–	Sell	-407	Closed	-$22.5K	–	6942
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 $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SRWM

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

PAG

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo's YLDE Position: Q2 2026 in Review

Wells Fargo sold out of ClearBridge Dividend Strategy ESG ETF (YLDE) in Q2 2026, closing a stake of 407 shares — an estimated $22.5K sold.

Wells Fargo first reported a position in YLDE in Q2 2021 and held it in 17 quarters. The position peaked at $22K in Q1 2026. 45 funds tracked by Wall St. Rank hold YLDE as of Q2 2026.

Wells Fargo reported no remaining ClearBridge Dividend Strategy ESG ETF position as of Q2 2026 after selling out during the quarter.
Wells Fargo sold 407 ClearBridge Dividend Strategy ESG ETF shares in Q2 2026, an estimated $22.5K.
Wells Fargo first reported a position in ClearBridge Dividend Strategy ESG ETF in Q2 2021 and held it in 17 quarters.
Wells Fargo's ClearBridge Dividend Strategy ESG ETF position peaked at $22K in Q1 2026.
45 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q2 2026.

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