Wells Fargo Portfolio holdings
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.
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.61B |
| 2 |
Apple
AAPL
|
+$2.46B |
| 3 |
Vanguard Real Estate ETF
VNQ
|
+$1.99B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$1.98B |
| 5 |
Exxon Mobil
XOM
|
+$1.86B |
Top Sells
Sector Composition
| 1 | Technology | 9.94% |
| 2 | Industrials | 9.81% |
| 3 | Financials | 9.65% |
| 4 | Healthcare | 8.78% |
| 5 | Consumer Discretionary | 8.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1001
Tyler Technologies
TYL
$24B
| $24.6M | 0.01% |
+358,192
| New | +$24.6M |
|
1002
WisdomTree US AI Enhanced Value Fund
AIVL
$394M
| $24.6M | 0.01% |
+394,258
| New | +$24.6M |
|
|
FON
1003
DELISTED
SPRINT CORP FON COM
FON
| $24.5M | 0.01% |
+3,494,629
| New | +$24.5M |
|
1004
Broadridge
BR
$29.8B
| $24.5M | 0.01% |
+921,440
| New | +$24.5M |
|
|
X
1005
DELISTED
US Steel
X
| $24.5M | 0.01% |
+1,395,459
| New | +$24.5M |
|
1006
Align Technology
ALGN
$9.85B
| $24.4M | 0.01% |
+659,369
| New | +$24.4M |
|
|
WPP
1007
DELISTED
WAUSAU PAPER CORP.
WPP
| $24.3M | 0.01% |
+2,134,367
| New | +$24.3M |
|
1008
TripAdvisor
TRIP
$2.08B
| $24.3M | 0.01% |
+399,686
| New | +$24.3M |
|
1009
iShares Dow Jones US ETF
IYY
$2.63B
| $24.3M | 0.01% |
+602,158
| New | +$24.3M |
|
1010
CenterPoint Energy
CNP
$25B
| $24.3M | 0.01% |
+1,033,454
| New | +$24.3M |
|
1011
VanEck High Yield Muni ETF
HYD
$3.38B
| $24.2M | 0.01% |
+396,325
| New | +$24.2M |
|
1012
AGNC Investment
AGNC
$10.8B
| $24.2M | 0.01% |
+1,053,196
| New | +$24.2M |
|
1013
Bio-Techne
TECH
$8.28B
| $24.2M | 0.01% |
+1,401,144
| New | +$24.2M |
|
1014
Sumitomo Mitsui Financial
SMFG
$107B
| $24.2M | 0.01% |
+2,621,996
| New | +$24.2M |
|
|
DO
1015
DELISTED
Diamond Offshore Drilling
DO
| $24.1M | 0.01% |
+350,907
| New | +$24.1M |
|
1016
The Mosaic Company
MOS
$10.7B
| $24M | 0.01% |
+446,627
| New | +$24M |
|
1017
Motorola Solutions
MSI
$81.7B
| $24M | 0.01% |
+415,317
| New | +$24M |
|
|
VR
1018
DELISTED
Validus Hold Ltd
VR
| $24M | 0.01% |
+663,523
| New | +$24M |
|
1019
Hillenbrand
HI
$1.81B
| $24M | 0.01% |
+1,010,374
| New | +$24M |
|
1020
Gabelli Dividend & Income Trust
GDV
$2.41B
| $23.9M | 0.01% |
+1,305,868
| New | +$23.9M |
|
1021
Aon
AON
$80.3B
| $23.9M | 0.01% |
+371,581
| New | +$23.9M |
|
1022
John Wiley & Sons Class A
WLY
$2.24B
| $23.9M | 0.01% |
+595,889
| New | +$23.9M |
|
1023
Equinix
EQIX
$78B
| $23.9M | 0.01% |
+129,231
| New | +$23.9M |
|
1024
Avis
CAR
$5.53B
| $23.9M | 0.01% |
+829,960
| New | +$23.9M |
|
1025
CoreCivic
CXW
$2.29B
| $23.9M | 0.01% |
+704,186
| New | +$23.9M |
|