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
WINT
6601
DELISTED
Windtree Therapeutics
WINT
0
WKSP icon
6602
Worksport
WKSP
$22.6M
$0 ﹤0.01%
9
+2
+29%
WLYB icon
6603
John Wiley & Sons Class B
WLYB
$2.26B
$0 ﹤0.01%
7
+1
+17%
WORX icon
6604
SCWorx
WORX
$2.45M
$0 ﹤0.01%
4
WYY icon
6605
WidePoint Corp
WYY
$55.3M
$0 ﹤0.01%
53
-1
-2%
XBIO icon
6606
Xenetic Biosciences
XBIO
$4.78M
$0 ﹤0.01%
10
+1
+11%
XBIT icon
6607
XBiotech
XBIT
$86M
$0 ﹤0.01%
117
+15
+15%
XELB icon
6608
Xcel Brands
XELB
$6.95M
$0 ﹤0.01%
5
+1
+25%
XIN
6609
DELISTED
Xinyuan Real Estate
XIN
$0 ﹤0.01%
2
XLO icon
6610
Xilio Therapeutics
XLO
$37.8M
$0 ﹤0.01%
75
+24
+47%
XPL icon
6611
Solitario Resources
XPL
$70.5M
$0 ﹤0.01%
366
+2
+0.5%
XPON icon
6612
Expion360
XPON
$12.3M
0
XSHD icon
6613
Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
$76.9M
0
XSHQ icon
6614
Invesco S&P SmallCap Quality ETF
XSHQ
$293M
$0 ﹤0.01%
1
XTNT icon
6615
Xtant Medical Holdings
XTNT
$80.9M
$0 ﹤0.01%
88
-5
-5%
YCBD icon
6616
cbdMD
YCBD
$6.23M
$0 ﹤0.01%
1
YGMZ icon
6617
MingZhu Logistics Holdings
YGMZ
$58.4M
-38
Closed -$1K
YHGJ icon
6618
Yunhong Green CTI Ltd
YHGJ
$17.2M
$0 ﹤0.01%
37
+12
+48%
YLD icon
6619
Principal Active High Yield ETF
YLD
$389M
0
YLDE icon
6620
ClearBridge Dividend Strategy ESG ETF
YLDE
$118M
$0 ﹤0.01%
1
ZGN icon
6621
Zegna
ZGN
$2.25B
-449
Closed -$5K
ABTC
6622
American Bitcoin Corp. Class A Common Stock
ABTC
$7.52B
0
SHRY icon
6623
First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF
SHRY
$17.2M
$0 ﹤0.01%
1
NTRP icon
6624
NextTrip
NTRP
$31.7M
$0 ﹤0.01%
4
XTIA icon
6625
XTI Aerospace
XTIA
$41.1M
0
-$7K