WF
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WoodTrust Financial’s Wells Fargo WFC Stock Holding History

WoodTrust Financial’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
Q1 		$390K Sell
4,901
-46
-0.9% -$3.95K 0.05% 125
2025
Q4 		$461K Hold
4,947
– – 0.05% 126
2025
Q3 		$415K Sell
4,947
-219
-4% -$17.8K 0.05% 132
2025
Q2 		$414K Sell
5,166
-994
-16% -$71.7K 0.05% 111
2025
Q1 		$442K Sell
6,160
-178
-3% -$13.4K 0.06% 119
2024
Q4 		$445K Buy
6,338
+342
+6% +$23.4K 0.06% 121
2024
Q3 		$339K Buy
5,996
+1,049
+21% +$59.3K 0.05% 133
2024
Q2 		$294K Hold
4,947
– – 0.05% 143
2024
Q1 		$287 Buy
4,947
+46
+0.9% +$2.41K 0.05% 145
2023
Q4 		$241K Hold
4,901
– – 0.04% 150
2023
Q3 		$200K Hold
4,901
– – 0.04% 147
2023
Q2 		$209K Buy
+4,901
New +$197K 0.04% 144
2023
Q1 		– Sell
-4,901
Closed -$202K – 155
2022
Q4 		$202K Buy
+4,901
New +$217K 0.04% 145
2022
Q3 		– Sell
-5,558
Closed -$218K – 152
2022
Q2 		$218K Buy
+5,558
New +$244K 0.05% 137
2018
Q4 		– Sell
-3,962
Closed -$208K – 77
2018
Q3 		$208K Sell
3,962
-49,470
-93% -$2.82M 0.1% 75
2018
Q2 		$2.96M Sell
53,432
-27,384
-34% -$1.47M 1.55% 20
2018
Q1 		$4.24M Buy
80,816
+880
+1% +$52.3K 2.27% 13
2017
Q4 		$4.85M Buy
+79,936
New +$4.51M 2.58% 11

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WoodTrust Financial's WFC Position: Q1 2026 in Review

WoodTrust Financial reduced its Wells Fargo (WFC) stake by 0.93% in Q1 2026, selling an estimated $3.95K and leaving 4,901 shares worth $390K. The position accounts for 0.05% of the portfolio, ranked #125.

WoodTrust Financial first reported a position in WFC in Q4 2017 and has held it in 18 quarters since. The position peaked at $4.85M in Q4 2017. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • WoodTrust Financial held 4,901 shares of Wells Fargo worth $390K as of Q1 2026.
  • WoodTrust Financial sold 46 Wells Fargo shares in Q1 2026, an estimated $3.95K.
  • Wells Fargo made up 0.05% of WoodTrust Financial's portfolio in Q1 2026, its #125 holding.
  • WoodTrust Financial first reported a position in Wells Fargo in Q4 2017 and has held it in 18 quarters since.
  • WoodTrust Financial's Wells Fargo position peaked at $4.85M in Q4 2017.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on WoodTrust Financial's 13F filing for Q1 2026, filed 6 May 2026.