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
+9.03%
1 Year Return
+16.23%
3 Year Return
+56.86%
5 Year Return
+104.42%
10 Year Return
+237.43%
AUM
$316B
AUM Growth
+$25.5B
Cap. Flow
+$622M
Cap. Flow %
0.2%
Top 10 Hldgs %
18.87%
Holding
7,642
New
216
Increased
2,527
Reduced
3,392
Closed
432

Sector Composition

1 Technology 12.66%
2 Healthcare 9.39%
3 Financials 7.92%
4 Industrials 7.06%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
QMCO icon
5126
Quantum Corp
QMCO
$158M
$6.25K ﹤0.01%
287
USOI icon
5127
Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN
USOI
$47.4M
$6.24K ﹤0.01%
75
-86
-53% -$7.16K
BKKT icon
5128
Bakkt Holdings
BKKT
$166M
$6.24K ﹤0.01%
210
+94
+81% +$2.79K
HUMA icon
5129
Humacyte
HUMA
$295M
$6.23K ﹤0.01%
2,950
-540
-15% -$1.14K
LUCK
5130
Lucky Strike Entertainment
LUCK
$1.34B
$6.21K ﹤0.01%
461
+135
+41% +$1.82K
PRPO icon
5131
Precipio
PRPO
$27M
$6.15K ﹤0.01%
558
PSCE icon
5132
Invesco S&P SmallCap Energy ETF
PSCE
$57.7M
$6.12K ﹤0.01%
120
-5
-4% -$255
DBGR
5133
DELISTED
Xtrackers MSCI Germany Hedged Equity ETF
DBGR
$6.12K ﹤0.01%
226
DXLG icon
5134
Destination XL Group
DXLG
$74.4M
$6.11K ﹤0.01%
905
-610
-40% -$4.12K
CAMP
5135
DELISTED
CalAmp Corp.
CAMP
$6.06K ﹤0.01%
59
+49
+490% +$5.03K
SPI
5136
DELISTED
SPI Energy Co., Ltd. Ordinary Shares
SPI
$6.02K ﹤0.01%
7,000
-8,000
-53% -$6.88K
LZ icon
5137
LegalZoom.com
LZ
$1.97B
$6.01K ﹤0.01%
776
-1,676
-68% -$13K
TPIC
5138
DELISTED
TPI Composites
TPIC
$5.93K ﹤0.01%
585
-1,290
-69% -$13.1K
SPGM icon
5139
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.24B
$5.92K ﹤0.01%
127
ROIV icon
5140
Roivant Sciences
ROIV
$10.3B
$5.89K ﹤0.01%
737
+37
+5% +$296
NRXP icon
5141
NRX Pharmaceuticals
NRXP
$70.6M
$5.89K ﹤0.01%
530
+1
+0.2% +$11
XGN icon
5142
Exagen
XGN
$210M
$5.89K ﹤0.01%
2,452
+1,001
+69% +$2.4K
MFIN icon
5143
Medallion Financial
MFIN
$245M
$5.88K ﹤0.01%
823
-4
-0.5% -$29
TFPM icon
5144
Triple Flag Precious Metals
TFPM
$5.85B
$5.86K ﹤0.01%
+423
New +$5.86K
SOLO
5145
DELISTED
Electrameccanica Vehicles Corp. Ltd.
SOLO
$5.83K ﹤0.01%
9,650
VEL icon
5146
Velocity Financial
VEL
$710M
$5.79K ﹤0.01%
600
-106
-15% -$1.02K
WTPI
5147
WisdomTree Equity Premium Income Fund
WTPI
$309M
$5.74K ﹤0.01%
191
+190
+19,000% +$5.71K
ONCY
5148
Oncolytics Biotech
ONCY
$138M
$5.71K ﹤0.01%
3,500
-800
-19% -$1.3K
UBP
5149
DELISTED
Urstadt Biddle Properties Inc.
UBP
$5.7K ﹤0.01%
313
+200
+177% +$3.64K
PVLA
5150
Palvella Therapeutics
PVLA
$644M
$5.7K ﹤0.01%
68