Wells Fargo

Wells Fargo Portfolio holdings

AUM $455B
1-Year Return 16.23%
 

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.

This Quarter Return
+8.72%
1 Year Return
+16.23%
3 Year Return
+56.86%
5 Year Return
+104.42%
10 Year Return
+237.43%
AUM
$230B
AUM Growth
+$20B
Cap. Flow
+$2.76B
Cap. Flow %
1.2%
Top 10 Hldgs %
9.63%
Holding
6,184
New
246
Increased
2,470
Reduced
2,330
Closed
221

Sector Composition

1 Technology 10.42%
2 Industrials 10.19%
3 Financials 9.99%
4 Healthcare 9.66%
5 Consumer Discretionary 8.37%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
EXFO
4926
DELISTED
EXFO INC.
EXFO
$8K ﹤0.01%
1,627
+1,000
+159% +$4.92K
GLUU
4927
DELISTED
Glu Mobile Inc.
GLUU
$8K ﹤0.01%
2,050
+750
+58% +$2.93K
PETX
4928
DELISTED
Aratana Therapeutics, Inc.
PETX
$8K ﹤0.01%
+400
New +$8K
GPT
4929
DELISTED
Gramercy Property Trust
GPT
$8K ﹤0.01%
444
-327
-42% -$5.89K
IQNT
4930
DELISTED
Inteliquent, Inc.
IQNT
$8K ﹤0.01%
706
-53
-7% -$601
FMD
4931
DELISTED
FIRST MARBLEHEAD CORP COM STK NEW (DE)
FMD
$8K ﹤0.01%
1,134
-1
-0.1% -$7
CRDC
4932
DELISTED
CARDICA INC COM NEW (DE)
CRDC
$8K ﹤0.01%
885
ZA
4933
DELISTED
ZUOAN FASHION LTD SPON ADR REPSTG 16 ORD SHS
ZA
$8K ﹤0.01%
1,250
LPHI
4934
DELISTED
LIFE PARTNERS HLDGS INC
LPHI
$8K ﹤0.01%
4,701
FURX
4935
DELISTED
FURIEX PHARMACEUTICALS INC COM STK (DE)
FURX
$8K ﹤0.01%
173
+64
+59% +$2.96K
GIVN
4936
DELISTED
GIVEN IMAGING LTD
GIVN
$8K ﹤0.01%
268
-300
-53% -$8.96K
CNCO
4937
DELISTED
Cencosud S.A.
CNCO
$8K ﹤0.01%
735
+235
+47% +$2.56K
SOCB
4938
DELISTED
SOUTHCOAST FINANCIAL CORP
SOCB
$8K ﹤0.01%
1,456
NWLIA
4939
DELISTED
NATL WESTN LIFE INS CO CL A
NWLIA
$8K ﹤0.01%
35
-6
-15% -$1.37K
PTM
4940
DELISTED
E-TRACS UBS Long Platinum ETN
PTM
$8K ﹤0.01%
505
LDK
4941
DELISTED
LDK SOLAR CO LTD.
LDK
$8K ﹤0.01%
6,746
DMRC icon
4942
Digimarc
DMRC
$199M
$7K ﹤0.01%
366
+350
+2,188% +$6.69K
HBM icon
4943
Hudbay
HBM
$5.36B
$7K ﹤0.01%
800
-6,553
-89% -$57.3K
TMV icon
4944
Direxion Daily 20+ Year Treasury Bear 3X Shares
TMV
$160M
$7K ﹤0.01%
+40
New +$7K
ULBI icon
4945
Ultralife
ULBI
$115M
$7K ﹤0.01%
+2,000
New +$7K
UPW icon
4946
ProShares Ultra Utilities
UPW
$13.4M
$7K ﹤0.01%
303
WULF icon
4947
TeraWulf
WULF
$4.34B
$7K ﹤0.01%
520
SMC
4948
Summit Midstream Corporation
SMC
$287M
$7K ﹤0.01%
13
+4
+44% +$2.15K
VOXX
4949
DELISTED
VOXX International Corporation Class A
VOXX
$7K ﹤0.01%
450
TAST
4950
DELISTED
Carrols Restaurant Group, Inc.
TAST
$7K ﹤0.01%
1,000