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
TFLR icon
5876
T. Rowe Price Floating Rate ETF
TFLR
$385M
$61 ﹤0.01%
1
WDIV icon
5877
SPDR S&P Global Dividend ETF
WDIV
$224M
$61 ﹤0.01%
+1
HODL icon
5878
VanEck Bitcoin Trust
HODL
$1.68B
$60 ﹤0.01%
2
STXD icon
5879
Strive 1000 Dividend Growth ETF
STXD
$53.3M
$60 ﹤0.01%
2
+1
UGRO icon
5880
urban-gro
UGRO
$5.95M
$60 ﹤0.01%
200
HUSV icon
5881
First Trust Horizon Managed Volatility Domestic ETF
HUSV
$96.4M
$58 ﹤0.01%
1
-1
ROM icon
5882
ProShares Ultra Technology
ROM
$888M
$58 ﹤0.01%
1
SPVM icon
5883
Invesco S&P 500 Value with Momentum ETF
SPVM
$67.1M
$58 ﹤0.01%
1
SPVU icon
5884
Invesco S&P 500 Enhanced Value ETF
SPVU
$109M
$58 ﹤0.01%
1
VALQ icon
5885
American Century US Quality Value ETF
VALQ
$256M
$58 ﹤0.01%
1
WATT icon
5886
Energous
WATT
$13.7M
$58 ﹤0.01%
7
USD icon
5887
ProShares Ultra Semiconductors
USD
$1.57B
$57 ﹤0.01%
+1
TBUX icon
5888
T. Rowe Price Ultra Short-Term Bond ETF
TBUX
$642M
$56 ﹤0.01%
1
EQRR icon
5889
ProShares Equities for Rising Rates ETF
EQRR
$9.35M
$55 ﹤0.01%
+1
FEUZ icon
5890
First Trust Eurozone AlphaDEX
FEUZ
$80.9M
$55 ﹤0.01%
1
IPAY icon
5891
Amplify Mobile Payments ETF
IPAY
$257M
$55 ﹤0.01%
1
-424
MTEX icon
5892
Mannatech
MTEX
$18.5M
$55 ﹤0.01%
6
CSB icon
5893
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$263M
$54 ﹤0.01%
+1
ISHP icon
5894
First Trust Exchange-Traded Fund VI First Trust S-Network E-Commerce ETF
ISHP
$6.14M
$54 ﹤0.01%
+1
ABLG
5895
Abacus FCF International Leaders ETF
ABLG
$32.7M
$54 ﹤0.01%
2
+1
AIVI icon
5896
WisdomTree International AI Enhanced Value Fund
AIVI
$57M
$53 ﹤0.01%
1
-1,700
FEPI icon
5897
REX FANG & Innovation Equity Premium Income ETF
FEPI
$529M
$53 ﹤0.01%
1
GBLI icon
5898
Global Indemnity Group
GBLI
$412M
$53 ﹤0.01%
2
IUS icon
5899
Invesco RAFI Strategic US ETF
IUS
$665M
$53 ﹤0.01%
1
-2,907
SFYF icon
5900
SoFi Social 50 ETF
SFYF
$36M
$53 ﹤0.01%
+1
234 235
236
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