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Whipplewood Advisors’s Wells Fargo WFC Stock Holding History

Whipplewood Advisors’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.2K Sell
281
-213
-43% -$17.1K 0.02% 184
2026
Q1 		$39.3K Buy
494
+287
+139% +$24.7K 0.02% 301
2025
Q4 		$19.3K Buy
207
+7
+4% +$608 0.01% 249
2025
Q3 		$16.8K Sell
200
-598
-75% -$48.5K 0.01% 249
2025
Q2 		$63.9K Sell
798
-71
-8% -$5.12K 0.04% 284
2025
Q1 		$58.6K Buy
869
+65
+8% +$4.88K 0.03% 285
2024
Q4 		$56.5K Buy
+804
New +$54.9K 0.03% 295

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Whipplewood Advisors's WFC Position: Q2 2026 in Review

Whipplewood Advisors reduced its Wells Fargo (WFC) stake by 43% in Q2 2026, selling an estimated $17.1K and leaving 281 shares worth $23.2K. The position accounts for 0.02% of the portfolio, ranked #184.

Whipplewood Advisors first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $63.9K in Q2 2025. 1,088 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Whipplewood Advisors held 281 shares of Wells Fargo worth $23.2K as of Q2 2026.
  • Whipplewood Advisors sold 213 Wells Fargo shares in Q2 2026, an estimated $17.1K.
  • Wells Fargo made up 0.02% of Whipplewood Advisors's portfolio in Q2 2026, its #184 holding.
  • Whipplewood Advisors first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Wells Fargo position peaked at $63.9K in Q2 2025.
  • 1,088 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.