Wells Fargo

Wells Fargo Portfolio holdings

AUM $455B
1-Year Est. 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 Est. Return
1 Year Est. Return
+16.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$415B
AUM Growth
-$1.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,771
New
Increased
Reduced
Closed

Top Buys

1 +$1.45B
2 +$1.04B
3 +$748M
4
CEG icon
Constellation Energy
CEG
+$453M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$446M

Top Sells

1 +$780M
2 +$671M
3 +$468M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$314M
5
MRK icon
Merck
MRK
+$266M

Sector Composition

1 Technology 15.84%
2 Financials 9.09%
3 Healthcare 6.94%
4 Industrials 6.14%
5 Consumer Discretionary 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PRNT icon
5326
The 3D Printing ETF
PRNT
$79.2M
$6.22K ﹤0.01%
322
GCTS
5327
GCT Semiconductor Holding
GCTS
$78.8M
$6.12K ﹤0.01%
3,732
+82
PRLD icon
5328
Prelude Therapeutics
PRLD
$68.5M
$6.08K ﹤0.01%
7,912
+175
SOXQ icon
5329
Invesco PHLX Semiconductor ETF
SOXQ
$614M
$6.07K ﹤0.01%
180
+178
OFS icon
5330
OFS Capital
OFS
$93M
$6.06K ﹤0.01%
652
GRVY
5331
GRAVITY
GRVY
$411M
$6.05K ﹤0.01%
100
QTTB icon
5332
Q32 Bio
QTTB
$39.5M
$6.04K ﹤0.01%
3,658
+80
HHS icon
5333
Harte-Hanks
HHS
$25.7M
$6K ﹤0.01%
1,251
PRTS icon
5334
CarParts.com
PRTS
$37.4M
$6K ﹤0.01%
6,000
VTEI icon
5335
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$886M
$5.93K ﹤0.01%
+60
DXYZ
5336
Destiny Tech100
DXYZ
$284M
$5.84K ﹤0.01%
165
SCYX icon
5337
SCYNEXIS
SCYX
$32.3M
$5.82K ﹤0.01%
6,110
HURA
5338
TuHURA Biosciences
HURA
$125M
$5.81K ﹤0.01%
1,800
VRAR icon
5339
Glimpse Group
VRAR
$32.9M
$5.8K ﹤0.01%
5,000
ATRA icon
5340
Atara Biotherapeutics
ATRA
$105M
$5.65K ﹤0.01%
951
CRON
5341
Cronos Group
CRON
$957M
$5.58K ﹤0.01%
3,099
+1,316
TLSI icon
5342
TriSalus Life Sciences
TLSI
$254M
$5.53K ﹤0.01%
1,001
+1,000
WPRT
5343
Westport Fuel Systems
WPRT
$35.9M
$5.5K ﹤0.01%
1,459
DPRO
5344
Draganfly
DPRO
$227M
$5.47K ﹤0.01%
2,080
+2,000
MCRB icon
5345
Seres Therapeutics
MCRB
$165M
$5.46K ﹤0.01%
390
+380
HGBL icon
5346
Heritage Global
HGBL
$53.5M
$5.45K ﹤0.01%
+2,500
FIIG icon
5347
First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
$568M
$5.39K ﹤0.01%
260
ONDS icon
5348
Ondas Holdings
ONDS
$2.62B
$5.35K ﹤0.01%
5,000
-6,400
VGAS icon
5349
Verde Clean Fuels
VGAS
$69.7M
$5.32K ﹤0.01%
1,589
+36
EMQQ icon
5350
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$390M
$5.28K ﹤0.01%
138
+136