WAM
WFC icon

Wilsey Asset Management’s Wells Fargo WFC Stock Holding History

Wilsey Asset Management’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 		$43.3M Buy
524,048
+9,717
+2% +$781K 6.36% 6
2026
Q1 		$40.9M Sell
514,331
-40,529
-7% -$3.48M 6.42% 5
2025
Q4 		$51.7M Buy
554,860
+2,089
+0.4% +$181K 8.03% 2
2025
Q3 		$46.3M Sell
552,771
-54,561
-9% -$4.42M 8.5% 2
2025
Q2 		$48.7M Sell
607,332
-1,488
-0.2% -$107K 8.97% 2
2025
Q1 		$43.7M Buy
608,820
+9,075
+2% +$681K 8.76% 1
2024
Q4 		$42.1M Sell
599,745
-7,309
-1% -$499K 7.81% 3
2024
Q3 		$34.3M Buy
607,054
+14,417
+2% +$815K 6.29% 5
2024
Q2 		$35.2M Sell
592,637
-8,270
-1% -$488K 7.39% 2
2024
Q1 		$34.8M Sell
600,907
-5,912
-1% -$309K 7.1% 5
2023
Q4 		$29.9M Sell
606,819
-2,265
-0.4% -$97.7K 6.1% 4
2023
Q3 		$24.9M Buy
609,084
+16,772
+3% +$724K 5.65% 6
2023
Q2 		$25.3M Buy
592,312
+5,520
+0.9% +$222K 5.59% 8
2023
Q1 		$21.9M Buy
586,792
+14,511
+3% +$632K 4.96% 10
2022
Q4 		$23.6M Buy
572,281
+5,376
+0.9% +$238K 5.62% 8
2022
Q3 		$22.8M Buy
566,905
+17,391
+3% +$747K 5.99% 7
2022
Q2 		$21.5M Buy
549,514
+10,106
+2% +$443K 5.33% 8
2022
Q1 		$26.1M Buy
539,408
+4,254
+0.8% +$228K 6% 4
2021
Q4 		$25.7M Buy
535,154
+7,889
+1% +$388K 5.82% 4
2021
Q3 		$24.5M Buy
527,265
+34,381
+7% +$1.59M 5.97% 5
2021
Q2 		$22.3M Sell
492,884
-3,215
-0.6% -$144K 5.95% 7
2021
Q1 		$19.4M Sell
496,099
-5,260
-1% -$186K 5.54% 10
2020
Q4 		$15.1M Sell
501,359
-5,078
-1% -$131K 4.62% 13
2020
Q3 		$11.9M Buy
506,437
+37,901
+8% +$934K 5.19% 11
2020
Q2 		$12M Buy
+468,536
New +$12.8M 4.98% 8
2016
Q3 		– Sell
-166,717
Closed -$7.89M – 22
2016
Q2 		$7.89M Sell
166,717
-580
-0.3% -$28.3K 5.64% 7
2016
Q1 		$8.09M Buy
167,297
+1,899
+1% +$93K 5.67% 8
2015
Q4 		$8.99M Buy
165,398
+424
+0.3% +$23K 6.48% 6
2015
Q3 		$8.47M Buy
164,974
+5,936
+4% +$326K 6.55% 6
2015
Q2 		$8.97M Sell
159,038
-198
-0.1% -$11K 7.19% 6
2015
Q1 		$8.66M Buy
159,236
+4,565
+3% +$247K 6.47% 6
2014
Q4 		$8.48M Buy
154,671
+3,027
+2% +$160K 5.94% 6
2014
Q3 		$7.87M Buy
151,644
+7,330
+5% +$377K 6.28% 7
2014
Q2 		$7.58M Buy
144,314
+2,272
+2% +$114K 5.91% 7
2014
Q1 		$7.07M Buy
142,042
+1,344
+1% +$62.6K 5.7% 6
2013
Q4 		$6.35M Buy
+140,698
New +$6.08M 5.82% 8

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Wilsey Asset Management's WFC Position: Q2 2026 in Review

Wilsey Asset Management increased its Wells Fargo (WFC) stake by 1.9% in Q2 2026, buying an estimated $781K and bringing the position to 524,048 shares worth $43.3M. The position accounts for 6.36% of the portfolio, ranked #6.

Wilsey Asset Management first reported a position in WFC in Q4 2013 and has held it in 36 quarters since. The position peaked at $51.7M in Q4 2025. 567 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Wilsey Asset Management held 524,048 shares of Wells Fargo worth $43.3M as of Q2 2026.
  • Wilsey Asset Management bought 9,717 Wells Fargo shares in Q2 2026, an estimated $781K.
  • Wells Fargo made up 6.36% of Wilsey Asset Management's portfolio in Q2 2026, its #6 holding.
  • Wilsey Asset Management first reported a position in Wells Fargo in Q4 2013 and has held it in 36 quarters since.
  • Wilsey Asset Management's Wells Fargo position peaked at $51.7M in Q4 2025.
  • 567 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Wilsey Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.