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WPG Advisers’s Wells Fargo WFC Stock Holding History

WPG Advisers’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 		$87.5K Buy
1,059
+174
+20% +$14K 0.05% 206
2026
Q1 		$70.5K Buy
885
+15
+2% +$1.29K 0.05% 207
2025
Q4 		$81.1K Hold
870
– – 0.06% 202
2025
Q3 		$72.9K Hold
870
– – 0.06% 219
2025
Q2 		$69.7K Buy
870
+5
+0.6% +$361 0.06% 215
2025
Q1 		$62.1K Buy
865
+326
+60% +$24.5K 0.06% 228
2024
Q4 		$37.9K Buy
+539
New +$36.8K 0.04% 341

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WPG Advisers's WFC Position: Q2 2026 in Review

WPG Advisers increased its Wells Fargo (WFC) stake by 20% in Q2 2026, buying an estimated $14K and bringing the position to 1,059 shares worth $87.5K. The position accounts for 0.05% of the portfolio, ranked #206.

WPG Advisers first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • WPG Advisers held 1,059 shares of Wells Fargo worth $87.5K as of Q2 2026.
  • WPG Advisers bought 174 Wells Fargo shares in Q2 2026, an estimated $14K.
  • Wells Fargo made up 0.05% of WPG Advisers's portfolio in Q2 2026, its #206 holding.
  • WPG Advisers first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • 2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.