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
VNET
6576
VNET Group
VNET
$2.45B
-171
Closed -$1K
VNRX icon
6577
VolitionRX
VNRX
$67.5M
$0 ﹤0.01%
263
+14
+6%
VOC icon
6578
VOC Energy
VOC
$46.2M
$0 ﹤0.01%
1
VOR icon
6579
Vor Biopharma
VOR
$229M
$0 ﹤0.01%
110
+40
+57%
VOTE icon
6580
TCW Transform 500 ETF
VOTE
$893M
$0 ﹤0.01%
+6
New
VRA icon
6581
Vera Bradley
VRA
$58.7M
$0 ﹤0.01%
156
-8
-5%
VRAR icon
6582
Glimpse Group
VRAR
$31M
$0 ﹤0.01%
55
+30
+120%
VRME icon
6583
VerifyMe
VRME
$10.6M
$0 ﹤0.01%
51
-1
-2%
VS icon
6584
Versus Systems
VS
$9.95M
0
VTAK icon
6585
Catheter Precision
VTAK
$3.07M
0
VTC icon
6586
Vanguard Total Corporate Bond ETF
VTC
$1.25B
0
VTEX icon
6587
VTEX
VTEX
$750M
-1,000
Closed -$3K
VTSI icon
6588
VirTra
VTSI
$63.4M
$0 ﹤0.01%
62
-10
-14%
VUSB icon
6589
Vanguard Ultra-Short Bond ETF
VUSB
$5.47B
-58
Closed -$3K
VUSE icon
6590
Vident US Equity Strategy ETF
VUSE
$651M
-1
Closed
VVOS icon
6591
Vivos Therapeutics
VVOS
$27.3M
$0 ﹤0.01%
5
VYNE icon
6592
VYNE Therapeutics
VYNE
$8.04M
$0 ﹤0.01%
142
+58
+69%
WB icon
6593
Weibo
WB
$2.92B
$0 ﹤0.01%
12
-451
-97%
WEYS icon
6594
Weyco Group
WEYS
$293M
$0 ﹤0.01%
21
-62
-75%
WF icon
6595
Woori Financial
WF
$13.5B
$0 ﹤0.01%
2
-11,567
-100%
WFCF icon
6596
Where Food Comes From
WFCF
$64.3M
$0 ﹤0.01%
22
+3
+16%
WGSWW
6597
GeneDx Holdings Corp. Warrant
WGSWW
$2.47M
$0 ﹤0.01%
2,200
WHLR
6598
Wheeler Real Estate Investment Trust
WHLR
$6.49M
0
WHLRD
6599
Wheeler Real Estate Investment Trust, Inc. Series D Cumulative Preferred Stock
WHLRD
$66.6M
$0 ﹤0.01%
1
WINC
6600
DELISTED
Western Asset Short Duration Income ETF
WINC
$0 ﹤0.01%
1