Latest WELLS FARGO & COMPANY/MN Stock Portfolio
WELLS FARGO & COMPANY/MN Performance:
2025 Q3: 6.24%YTD: 11.01%2024: 10.45%
Performance for 2025 Q3 is 6.24%, and YTD is 11.01%, and 2024 is 10.45%.
About WELLS FARGO & COMPANY/MN and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, WELLS FARGO & COMPANY/MN reported an equity portfolio of $526 Billions as of 30 Sep, 2025.
The top stock holdings of WELLS FARGO & COMPANY/MN are MSFT, AAPL, IJR. The fund has invested 3.3% of it's portfolio in MICROSOFT CORP and 2.9% of portfolio in APPLE INC.
The fund managers got completely rid off CAMBRIA ETF TR (BLDG), TIDAL TRUST II and FEDERATED HERMES ETF TRUST (FCSH) stocks. They significantly reduced their stock positions in ALLSPRING GLOBAL DIVIDEND OP, ISHARES TR (DMXF) and CAMBRIA ETF TR (BLDG). WELLS FARGO & COMPANY/MN opened new stock positions in J P MORGAN EXCHANGE TRADED F, HARBOR ETF TRUST (HAPY) and BLACKROCK ETF TRUST (BECO). The fund showed a lot of confidence in some stocks as they added substantially to BITWISE BITCOIN ETF TR, GREAT ELM CAP CORP (GECC) and FIRST TR EXCHANGE-TRADED FD (ECLN).
The top stock holdings of WELLS FARGO & COMPANY/MN are MSFT, AAPL, IJR. The fund has invested 3.3% of it's portfolio in MICROSOFT CORP and 2.9% of portfolio in APPLE INC.
The fund managers got completely rid off CAMBRIA ETF TR (BLDG), TIDAL TRUST II and FEDERATED HERMES ETF TRUST (FCSH) stocks. They significantly reduced their stock positions in ALLSPRING GLOBAL DIVIDEND OP, ISHARES TR (DMXF) and CAMBRIA ETF TR (BLDG). WELLS FARGO & COMPANY/MN opened new stock positions in J P MORGAN EXCHANGE TRADED F, HARBOR ETF TRUST (HAPY) and BLACKROCK ETF TRUST (BECO). The fund showed a lot of confidence in some stocks as they added substantially to BITWISE BITCOIN ETF TR, GREAT ELM CAP CORP (GECC) and FIRST TR EXCHANGE-TRADED FD (ECLN).
WELLS FARGO & COMPANY/MN Annual Return Estimates Vs S&P 500
Our best estimate is that WELLS FARGO & COMPANY/MN made a return of 6.24% in the last quarter. In trailing 12 months, it's portfolio return was 9.72%.
- Performance
- S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| nebius group n.v. | 2,266 |
| iren limited | 1,153 |
| pimco etf tr | 1,129 |
| vanguard intl equity index f | 316 |
| american centy etf tr | 270 |
| ishares bitcoin trust etf | 162 |
| cloudflare inc | 107 |
| coinbase global inc | 106 |
Additions to existing portfolio by WELLS FARGO & COMPANY/MN
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard scottsdale fds | -59.16 |
| ppg inds inc | -51.99 |
| colgate palmolive co | -50.91 |
| spdr s&p 500 etf tr | -48.57 |
| ark etf tr | -32.24 |
| select sector spdr tr | -29.37 |
| ishares tr | -29.36 |
| marsh & mclennan cos inc | -25.14 |
WELLS FARGO & COMPANY/MN reduced stake in above stock
Sold off
Sector Distribution
WELLS FARGO & COMPANY/MN has about 44.8% of it's holdings in Others sector.
- Others
- Technology
- Financial Services
- Industrials
- Consumer Cyclical
- Healthcare
- Communication Services
- Consumer Defensive
- Energy
- Utilities
- Basic Materials
| Sector | % |
|---|---|
| Others | 44.8 |
| Technology | 17.3 |
| Financial Services | 7 |
| Industrials | 6.4 |
| Consumer Cyclical | 5.4 |
| Healthcare | 5.1 |
| Communication Services | 4.6 |
| Consumer Defensive | 3 |
| Energy | 2.2 |
| Utilities | 2 |
| Basic Materials | 1.2 |
Market Cap. Distribution
WELLS FARGO & COMPANY/MN has about 52.6% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
- MID-CAP
| Category | % |
|---|---|
| UNALLOCATED | 44.7 |
| MEGA-CAP | 26.7 |
| LARGE-CAP | 25.9 |
| MID-CAP | 2 |
Stocks belong to which Index?
About 51.8% of the stocks held by WELLS FARGO & COMPANY/MN either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| S&P 500 | 50.1 |
| Others | 48.2 |
| RUSSELL 2000 | 1.7 |
WELLS FARGO & COMPANY/MN Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of WELLS FARGO & COMPANY/MN
WELLS FARGO & COMPANY/MN has 6199 stocks in it's portfolio. About 19.5% of the portfolio is in top 10 stocks. ACN proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for WELLS FARGO & COMPANY/MN last quarter.
Last Reported on: 13 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.90 | 59,985,300 | 15,274,000,000 | added | 3.85 | ||
| AAXJ | ishares tr | 0.34 | 18,668,800 | 1,777,080,000 | added | 3.45 | ||
| AAXJ | ishares tr | 0.20 | 9,987,480 | 1,063,570,000 | added | 1.73 | ||
| AAXJ | ishares tr | 0.12 | 5,502,300 | 607,949,000 | added | 20.36 | ||
| AAXJ | ishares tr | 0.08 | 4,892,170 | 397,195,000 | added | 9.73 | ||
| AAXJ | ishares tr | 0.06 | 9,302,980 | 294,160,000 | added | 3.11 | ||
| AAXJ | ishares tr | 0.05 | 2,463,190 | 253,684,000 | reduced | -29.36 | ||
| AAXJ | ishares tr | 0.05 | 2,039,590 | 243,752,000 | reduced | -3.09 | ||
| AAXJ | ishares tr | 0.05 | 2,543,680 | 242,031,000 | reduced | -1.45 | ||
| AAXJ | ishares tr | 0.05 | 4,428,230 | 239,523,000 | reduced | -1.51 | ||
| AAXJ | ishares tr | 0.04 | 1,122,390 | 234,871,000 | added | 25.72 | ||
| AAXJ | ishares tr | 0.04 | 1,689,140 | 233,507,000 | reduced | -2.47 | ||
| AAXJ | ishares tr | 0.03 | 3,367,710 | 178,590,000 | added | 0.63 | ||
| AAXJ | ishares tr | 0.03 | 2,569,440 | 174,285,000 | added | 0.82 | ||
| AAXJ | ishares tr | 0.03 | 3,992,470 | 145,925,000 | added | 6.2 | ||
| AAXJ | ishares tr | 0.03 | 1,192,890 | 135,846,000 | reduced | -7.38 | ||
| ABBV | abbvie inc | 0.40 | 9,127,140 | 2,113,300,000 | added | 0.93 | ||
| ABC | cencora inc | 0.08 | 1,377,240 | 430,428,000 | reduced | -15.84 | ||
| ABT | abbott labs | 0.42 | 16,707,300 | 2,237,780,000 | reduced | -2.8 | ||
| ACES | alps etf tr | 0.06 | 7,194,330 | 337,630,000 | reduced | -1.04 | ||