WPG Advisers
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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
Q3 		$90.5K Buy
1,131
+72
+7% +$6.23K 0.05% 205
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

WPG Advisers's WFC Position: Q3 2026 in Review

WPG Advisers increased its Wells Fargo (WFC) stake by 6.8% in Q3 2026, buying an estimated $6.23K and bringing the position to 1,131 shares worth $90.5K. The position accounts for 0.05% of the portfolio, ranked #205.

WPG Advisers first reported a position in WFC in Q4 2024 and has held it in 8 quarters since. 1,700 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • WPG Advisers held 1,131 shares of Wells Fargo worth $90.5K as of Q3 2026.
  • WPG Advisers bought 72 Wells Fargo shares in Q3 2026, an estimated $6.23K.
  • Wells Fargo made up 0.05% of WPG Advisers's portfolio in Q3 2026, its #205 holding.
  • WPG Advisers first reported a position in Wells Fargo in Q4 2024 and has held it in 8 quarters since.
  • 1,700 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on WPG Advisers's 13F filing for Q3 2026, filed 27 Oct 2026.