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
$455B
AUM Growth
+$40.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,882
New
Increased
Reduced
Closed

Top Buys

1
+$3.98B
2
+$1.02B
3
+$675M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$299M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$279M

Top Sells

1
+$1.76B
2
+$649M
3
+$525M
4
TGT icon
Target
TGT
+$412M
5
NVDA icon
NVIDIA
NVDA
+$395M

Sector Composition

1 Technology 17.59%
2 Financials 8.98%
3 Industrials 6.13%
4 Healthcare 5.81%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOC icon
5751
VOC Energy
VOC
$50.1M
$289 ﹤0.01%
101
-22
DTIL icon
5752
Precision BioSciences
DTIL
$77.1M
$286 ﹤0.01%
68
+33
MARB icon
5753
First Trust Merger Arbitrage ETF
MARB
$34.5M
$286 ﹤0.01%
+14
LOOP icon
5754
Loop Industries
LOOP
$78.3M
$284 ﹤0.01%
+200
AYTU icon
5755
AYTU BioPharma
AYTU
$22.8M
$277 ﹤0.01%
127
+3
FLCA icon
5756
Franklin FTSE Canada ETF
FLCA
$544M
$269 ﹤0.01%
6
-36
OPI
5757
DELISTED
Office Properties Income Trust
OPI
$262 ﹤0.01%
1,060
+1
MPTI.WS
5758
M-tron Industries Warrants
MPTI.WS
$4.92M
$259 ﹤0.01%
+250
SMXT icon
5759
Solarmax Technology
SMXT
$53.6M
$255 ﹤0.01%
234
-16,272
TSAT icon
5760
Telesat
TSAT
$477M
$243 ﹤0.01%
10
PRLD icon
5761
Prelude Therapeutics
PRLD
$73M
$240 ﹤0.01%
297
-7,615
VIVS
5762
VivoSim Labs
VIVS
$6.81M
$235 ﹤0.01%
160
WKHS icon
5763
Workhorse Group
WKHS
$19.8M
$231 ﹤0.01%
210
+18
SEGG
5764
Lottery.com
SEGG
$15.4M
$229 ﹤0.01%
19
-1
XOS icon
5765
Xos
XOS
$29.3M
$229 ﹤0.01%
76
MRCC icon
5766
Monroe Capital Corp
MRCC
$152M
$228 ﹤0.01%
36
+3
MDCX
5767
Medicus Pharma
MDCX
$48.5M
$224 ﹤0.01%
+75
TLPH icon
5768
Talphera
TLPH
$53.8M
$222 ﹤0.01%
483
-275
KRNT icon
5769
Kornit Digital
KRNT
$607M
$219 ﹤0.01%
11
-247
QRHC icon
5770
Quest Resource Holding
QRHC
$26.5M
$208 ﹤0.01%
103
-8,308
QTTB icon
5771
Q32 Bio
QTTB
$43.3M
$207 ﹤0.01%
139
-3,519
FONR icon
5772
Fonar
FONR
$98.5M
$206 ﹤0.01%
13
MMTM icon
5773
SPDR S&P 1500 Momentum Tilt ETF
MMTM
$148M
$198 ﹤0.01%
1
ATON
5774
AlphaTON Capital
ATON
$37.5M
$193 ﹤0.01%
35
RTH icon
5775
VanEck Retail ETF
RTH
$264M
$191 ﹤0.01%
1
229 230
231
232 233