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
-4.7%
1 Year Return
+16.23%
3 Year Return
+56.86%
5 Year Return
+104.42%
10 Year Return
+237.43%
AUM
$291B
AUM Growth
-$20.6B
Cap. Flow
-$3.79B
Cap. Flow %
-1.3%
Top 10 Hldgs %
19.2%
Holding
7,711
New
146
Increased
2,518
Reduced
3,630
Closed
250
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
USVM icon
6551
VictoryShares US Small Mid Cap Value Momentum ETF
USVM
$1.09B
$0 ﹤0.01%
1
UTES icon
6552
Virtus Reaves Utilities ETF
UTES
$822M
$0 ﹤0.01%
1
UTSI icon
6553
UTStarcom
UTSI
$23.7M
0
UYG icon
6554
ProShares Ultra Financials
UYG
$893M
0
UYM icon
6555
ProShares Ultra Materials
UYM
$36.1M
-1
Closed
VALQ icon
6556
American Century US Quality Value ETF
VALQ
$258M
$0 ﹤0.01%
1
VAMO icon
6557
Cambria Value and Momentum ETF
VAMO
$66.4M
$0 ﹤0.01%
1
VATE icon
6558
INNOVATE Corp
VATE
$66.8M
$0 ﹤0.01%
31
-1
-3%
VBND icon
6559
Vident US Bond Strategy ETF
VBND
$476M
$0 ﹤0.01%
1
VEEE icon
6560
Twin Vee PowerCats
VEEE
$5.62M
$0 ﹤0.01%
2
VEGI icon
6561
iShares MSCI Agriculture Producers ETF
VEGI
$92.9M
$0 ﹤0.01%
1
VEON icon
6562
VEON
VEON
$3.71B
-302
Closed -$3K
VERO icon
6563
Venus Concept
VERO
$4.31M
$0 ﹤0.01%
1
-23
-96%
VFMO icon
6564
Vanguard US Momentum Factor ETF
VFMO
$1.18B
0
VFMF icon
6565
Vanguard US Multifactor ETF
VFMF
$385M
$0 ﹤0.01%
+1
New
VFQY icon
6566
Vanguard US Quality Factor ETF
VFQY
$425M
-1
Closed
VFVA icon
6567
Vanguard US Value Factor ETF
VFVA
$653M
$0 ﹤0.01%
+1
New
VHI icon
6568
Valhi
VHI
$478M
$0 ﹤0.01%
1
-13
-93%
VICE icon
6569
AdvisorShares Vice ETF
VICE
$8.04M
0
VIDI icon
6570
Vident International Equity Strategy
VIDI
$393M
$0 ﹤0.01%
+1
New
VIGL
6571
DELISTED
Vigil Neuroscience
VIGL
$0 ﹤0.01%
54
+7
+15%
VIRC icon
6572
Virco
VIRC
$130M
$0 ﹤0.01%
61
+6
+11%
VIVK icon
6573
Vivakor
VIVK
$27.9M
$0 ﹤0.01%
13
+2
+18%
EMPD
6574
Empery Digital Inc. Common stock
EMPD
$332M
0
VLU icon
6575
SPDR S&P 1500 Value Tilt ETF
VLU
$537M
0