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World Investment Advisors’s Wells Fargo WFC Stock Holding History

World Investment 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
Q1 		$9.75M Buy
122,522
+4,714
+4% +$405K 0.16% 147
2025
Q4 		$11M Buy
117,808
+21,282
+22% +$1.85M 0.18% 130
2025
Q3 		$8.09M Buy
96,526
+4,719
+5% +$383K 0.17% 143
2025
Q2 		$7.36M Buy
91,807
+4,167
+5% +$300K 0.17% 140
2025
Q1 		$6.29M Buy
87,640
+6,712
+8% +$504K 0.16% 151
2024
Q4 		$5.68M Buy
80,928
+5,496
+7% +$375K 0.16% 153
2024
Q3 		$4.26M Buy
75,432
+69,901
+1,264% +$3.95M 0.13% 176
2024
Q2 		$328K Buy
+5,531
New +$327K 0.02% 480
2021
Q4 		– Sell
-5,376
Closed -$250K – 287
2021
Q3 		$250K Sell
5,376
-402
-7% -$18.6K 0.06% 213
2021
Q2 		$259K Sell
5,778
-1,586
-22% -$70.8K 0.06% 209
2021
Q1 		$302K Buy
7,364
+122
+2% +$4.32K 0.07% 173
2020
Q4 		$229K Buy
+7,242
New +$187K 0.06% 203
2019
Q4 		– Sell
-8,042
Closed -$245K – 179
2019
Q3 		$245K Sell
8,042
-476,117
-98% -$22.4M 0.11% 120
2019
Q2 		$753K Buy
+484,159
New +$22.6M 0.33% 39

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

World Investment Advisors's WFC Position: Q1 2026 in Review

World Investment Advisors increased its Wells Fargo (WFC) stake by 4% in Q1 2026, buying an estimated $405K and bringing the position to 122,522 shares worth $9.75M. The position accounts for 0.16% of the portfolio, ranked #147.

World Investment Advisors first reported a position in WFC in Q2 2019 and has held it in 14 quarters since. The position peaked at $11M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • World Investment Advisors held 122,522 shares of Wells Fargo worth $9.75M as of Q1 2026.
  • World Investment Advisors bought 4,714 Wells Fargo shares in Q1 2026, an estimated $405K.
  • Wells Fargo made up 0.16% of World Investment Advisors's portfolio in Q1 2026, its #147 holding.
  • World Investment Advisors first reported a position in Wells Fargo in Q2 2019 and has held it in 14 quarters since.
  • World Investment Advisors's Wells Fargo position peaked at $11M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.