Wells Fargo Portfolio holdings
Wells Fargo & Company, founded in 1852 by Henry Wells and William Fargo, is a major American financial institution headquartered in San Francisco, California, known for its extensive retail banking network and historical roots in the American West. Offering a wide range of services—including consumer banking, mortgages, wealth management, and commercial finance—it manages trillions in assets and serves millions of customers through thousands of branches and ATMs across the U.S. Despite its prominence, Wells Fargo faced significant scrutiny following a 2016 scandal involving millions of unauthorized accounts, leading to leadership changes and regulatory penalties, though it has since focused on rebuilding trust and enhancing digital banking capabilities. With a legacy tied to stagecoaches and a modern focus on diversified financial services, Wells Fargo remains a key player in the U.S. banking sector.
Top Buys
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
+$1.01B |
| 2 |
Invesco QQQ Trust
QQQ
|
+$493M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$426M |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
+$347M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$337M |
Sector Composition
| 1 | Technology | 16.23% |
| 2 | Healthcare | 9.07% |
| 3 | Financials | 8.7% |
| 4 | Consumer Discretionary | 7.79% |
| 5 | Industrials | 7.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4501
WisdomTree US Multifactor Fund
USMF
$425M
| $278K | ﹤0.01% |
7,150
+716
| +11% | +$27.8K |
|
4502
EverQuote
EVER
$931M
| $277K | ﹤0.01% |
14,865
-395,990
| -96% | -$7.38M |
|
4503
Civista Bancshares
CIVB
$402M
| $274K | ﹤0.01% |
11,766
+6,083
| +107% | +$142K |
|
4504
Schwab Fundamental International Small Company Index ETF
FNDC
$3.03B
| $273K | ﹤0.01% |
7,075
-3,199
| -31% | -$123K |
|
|
QQQN
4505
DELISTED
VictoryShares Nasdaq Next 50 ETF
QQQN
| $273K | ﹤0.01% |
+8,365
| New | +$273K |
|
4506
GameStop
GME
$11.7B
| $271K | ﹤0.01% |
6,192
-5,416
| -47% | -$237K |
|
4507
American Vanguard Corp
AVD
$154M
| $270K | ﹤0.01% |
17,933
-44,663
| -71% | -$672K |
|
4508
Outdoor Holding Co
POWW
$169M
| $270K | ﹤0.01% |
44,042
+32,982
| +298% | +$202K |
|
|
STK
4509
Columbia Seligman Premium Technology Growth Fund
STK
$615M
| $270K | ﹤0.01% |
8,171
+628
| +8% | +$20.8K |
|
4510
Vuzix
VUZI
$199M
| $270K | ﹤0.01% |
25,898
-25,522
| -50% | -$266K |
|
|
ENDP
4511
DELISTED
Endo International plc
ENDP
| $270K | ﹤0.01% |
83,133
-248,275
| -75% | -$806K |
|
|
JKS
4512
JinkoSolar
JKS
$1.29B
| $269K | ﹤0.01% |
5,868
+10
| +0.2% | +$458 |
|
4513
Invesco CurrencyShares Euro Currency Trust
FXE
$531M
| $268K | ﹤0.01% |
2,478
-36,112
| -94% | -$3.91M |
|
|
IMDX
4514
Insight Molecular Diagnostics
IMDX
$97.6M
| $268K | ﹤0.01% |
3,755
+3,613
| +2,544% | +$258K |
|
4515
Westlake Chemical Partners
WLKP
$745M
| $265K | ﹤0.01% |
10,921
+677
| +7% | +$16.4K |
|
4516
Oil States International
OIS
$347M
| $264K | ﹤0.01% |
41,236
-61,856
| -60% | -$396K |
|
|
VTNR
4517
DELISTED
Vertex Energy, Inc
VTNR
| $264K | ﹤0.01% |
50,489
+26,165
| +108% | +$137K |
|
|
NATI
4518
DELISTED
National Instruments Corp
NATI
| $264K | ﹤0.01% |
6,707
+718
| +12% | +$28.3K |
|
|
TEN
4519
Tsakos Energy Navigation Ltd
TEN
$684M
| $263K | ﹤0.01% |
24,564
-417
| -2% | -$4.47K |
|
4520
Astronics
ATRO
$1.47B
| $262K | ﹤0.01% |
18,614
+17,806
| +2,204% | +$251K |
|
4521
WisdomTree International High Dividend Fund
DTH
$489M
| $262K | ﹤0.01% |
6,895
-912
| -12% | -$34.7K |
|
4522
Eterna Therapeutics
ERNA
$10.2M
| $261K | ﹤0.01% |
94
+93
| +9,300% | +$258K |
|
4523
Vera Bradley
VRA
$55.9M
| $260K | ﹤0.01% |
27,624
+8,787
| +47% | +$82.7K |
|
4524
Invesco Bloomberg Pricing Power ETF
POWA
$189M
| $259K | ﹤0.01% |
3,931
-678
| -15% | -$44.7K |
|
4525
Verrica Pharmaceuticals
VRCA
$41.5M
| $259K | ﹤0.01% |
2,073
+2,020
| +3,811% | +$252K |
|