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
IMOS
6901
ChipMOS TECHNOLOGIES
IMOS
$634M
$0 ﹤0.01%
1
IMPP icon
6902
Imperial Petroleum
IMPP
$131M
-33
Closed
IMTB icon
6903
iShares Core 5-10 Year USD Bond ETF
IMTB
$256M
-1
Closed
INAB icon
6904
IN8bio
INAB
$9.81M
$0 ﹤0.01%
2
+1
+100%
INBS icon
6905
Intelligent Bio Solutions
INBS
$15.8M
0
INCO icon
6906
Columbia India Consumer ETF
INCO
$310M
$0 ﹤0.01%
1
INDP icon
6907
Indaptus Therapeutics
INDP
$2.98M
$0 ﹤0.01%
3
-1
-25%
INKT icon
6908
MiNK Therapeutics
INKT
$71.6M
$0 ﹤0.01%
3
+1
+50%
INOD icon
6909
Innodata
INOD
$1.71B
$0 ﹤0.01%
154
+1
+0.7%
INUV icon
6910
Inuvo
INUV
$51.4M
$0 ﹤0.01%
65
INZY
6911
DELISTED
Inozyme Pharma
INZY
$0 ﹤0.01%
157
-20
-11%
IOR
6912
Income Opportunity Realty Investors
IOR
$74M
$0 ﹤0.01%
5
-23
-82%
IPDN icon
6913
Professional Diversity Network
IPDN
$8.32M
$0 ﹤0.01%
3
IPOS icon
6914
Renaissance International IPO ETF
IPOS
$5.03M
$0 ﹤0.01%
1
IPW icon
6915
iPower
IPW
$16.8M
$0 ﹤0.01%
75
+52
+226%
IPWR icon
6916
Ideal Power
IPWR
$44.2M
$0 ﹤0.01%
36
IQDG icon
6917
WisdomTree International Quality Dividend Growth Fund
IQDG
$738M
$0 ﹤0.01%
+1
New
IQDY icon
6918
FlexShares International Quality Dividend Dynamic Index Fund
IQDY
$80.9M
$0 ﹤0.01%
1
IRIX icon
6919
IRIDEX
IRIX
$23.4M
$0 ﹤0.01%
85
-2
-2%
IRON icon
6920
Disc Medicine
IRON
$2.15B
$0 ﹤0.01%
5
IROQ icon
6921
IF Bancorp
IROQ
$82.1M
$0 ﹤0.01%
18
IRS
6922
IRSA Inversiones y Representaciones
IRS
$960M
0
ISCF icon
6923
iShares International Small Cap Equity Factor ETF
ISCF
$456M
$0 ﹤0.01%
1
ISHP icon
6924
First Trust Exchange-Traded Fund VI First Trust S-Network E-Commerce ETF
ISHP
$6.3M
$0 ﹤0.01%
1
-47
-98%
ISMD icon
6925
Inspire Small/Mid Cap Impact ETF
ISMD
$219M
$0 ﹤0.01%
1