WT Wealth Management’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-2,576
Closed -$205K 152
2026
Q1
$205K Sell
2,576
-250
-9% -$21.5K 0.06% 130
2025
Q4
$263K Sell
2,826
-56
-2% -$4.86K 0.08% 110
2025
Q3
$242K Sell
2,882
-700
-20% -$56.8K 0.07% 123
2025
Q2
$287K Buy
3,582
+306
+9% +$22.1K 0.09% 114
2025
Q1
$235K Buy
+3,276
New +$246K 0.08% 112

Other funds holding WFC

WT Wealth Management's WFC Position: Q2 2026 in Review

WT Wealth Management sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 2,576 shares — an estimated $205K sold.

WT Wealth Management first reported a position in WFC in Q1 2025 and held it in 5 quarters. The position peaked at $287K in Q2 2025. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • WT Wealth Management reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
  • WT Wealth Management sold 2,576 Wells Fargo shares in Q2 2026, an estimated $205K.
  • WT Wealth Management first reported a position in Wells Fargo in Q1 2025 and held it in 5 quarters.
  • WT Wealth Management's Wells Fargo position peaked at $287K in Q2 2025.
  • 2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.