Wells Fargo & Company· WFC

🇺🇸 US · LargeSP500NYSE

Financial Services Banks - Diversified Website

Price: $86.89
Day: -0.19%
Mkt Cap: $262.74B
52W Range: $72.78 – $97.76
Volume: 12.51M
Beta: 0.92

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.0 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 2,982 institutions hold; 1,275 added, 1,159 reduced

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Wells Fargo & Company

WFC|Financial Services|Banks - Diversified

Current price: $87

Smart Money

Dimension 5 of 5

Insider selling pace · Q1 2026

N/A

insufficient history to compare

Seller breadth · Q1 2026

3 sellers

vs 2.0 avg per quarter

Institutional net breadth · Q2 2026

+161

1,479 adding vs 1,318 reducing

Institutional ownership · Q2 2026

77.3%

2,982 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

250.6M

+0.2%

VANGUARD CAPITAL MANAGEMENT LLC

199.9M

+3.8%

FMR LLC

152.6M

-1.6%

STATE STREET CORP

136.0M

+4.6%

JPMORGAN CHASE & CO

114.2M

-7.8%

CAPITAL RESEARCH GLOBAL INVESTORS

76.4M

+9.3%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

139

306

241

139 buying306 unchanged241 selling

632 funds held WFC in Q2 2026, holding 1.1B shares between them, down 3.8% on the quarter.

Largest fund holders

GOLDMAN SACHS VARIABLE INSURANCE TRUST41.0K sh

LEGG MASON PARTNERS INVESTMENT TRUST40.3K sh

Tidal ETF Trust39.4K sh

Notable Insider Transactions, Q1 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Feb 26

Patterson Ellen R

$5.2M

Sale · Oct 16

Williams Ather III

$3.8M

Sale · Feb 26

Engle Bridget E.

$2.6M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore WFC on stockoscope.com→

Generated September 18, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

WFC Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.0/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-9

Institutional Flow

50% weight

+16

Fund Flow

10% weight

-25

Overall Smart Money sentiment of 3.0/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 18, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for WFC

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q1 2026

3 sales totaling $10.1M (115.0K shares)

Limited history to compare against

3 different insiders sold this quarter

Buying seen in 3 of 15 quarters

N/A

Selling pace

insufficient history to compare

13.88%

Stake sold

of active insiders' holdings

3 sellers

Seller breadth

in Q1 2026

Q4 2023

Last insider purchase

buying in 3 of 16 quarters

Notable Recent Transactions, WFC

Top 5 highest-value insider trades from the last 8 quarters

Patterson Ellen R

Sr. EVP and General Counsel

Sell

60,000 shares at $87.40

≈26.1% of their stake at the time

Feb 26, 2026$5.24M

Williams Ather III

Sr. Executive Vice President

Sell

60,000 shares at $63.70

≈26.8% of their stake at the time

Oct 16, 2024$3.82M

Engle Bridget E.

Sr. Executive Vice President

Sell

30,000 shares at $87.10

≈26.4% of their stake at the time

Feb 26, 2026$2.61M

Santos Kleber

Sr. Executive Vice President

Sell

25,000 shares at $87.72

≈23.8% of their stake at the time

Feb 20, 2026$2.19M

Van Beurden Saul

Sr. Executive Vice President

Sell

35,000 shares at $61.99

≈21.6% of their stake at the time

Oct 14, 2024$2.17M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for WFC

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Neutral

Mixed institutional activity in Q2 2026

77.3% institutional ownership

Balanced activity: 1479 adding vs 1318 reducing

13F shares increased by 1.8%, a modest change

Momentum improving from prior quarter

+161

Net breadth

1,479 adding vs 1,318 reducing

Balanced

1.12

Add / reduce ratio

in Q2 2026

+45

New − closed

204 initiated, 159 exited

8 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+1479 growing-1318 shrinkingNet: +161

204

1275

1159

New (204)

Increased (1275)

Reduced (1159)

Closed (159)

Top Institutional Holders, WFC

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

250.6M

$20.7B

Ownership

8.22%

+0.2%

VANGUARD CAPITAL MANAGEMENT LLC

199.9M

$16.5B

Ownership

6.56%

+3.8%

FMR LLC

152.6M

$12.6B

Ownership

5.00%

-1.6%

STATE STREET CORP

136.0M

$11.2B

Ownership

4.46%

+4.6%

JPMORGAN CHASE & CO

114.2M

$9.5B

Ownership

3.75%

-7.8%

CAPITAL RESEARCH GLOBAL INVESTORS

76.4M

$6.3B

Ownership

2.51%

+9.3%

GEODE CAPITAL MANAGEMENT, LLC

73.9M

$6.1B

Ownership

2.42%

+4.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

62.0M

$5.1B

Ownership

2.03%

+4.9%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 686 ETFs and mutual funds reporting

139 buying241 sellingNet: -102

139

306

241

Buying (139)

Unchanged (306)

Selling (241)

In total, funds bought 32.1M shares and sold 72.0M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bearish Signal

Funds distributing in Q2 2026

686 ETFs and mutual funds reporting

241 funds selling vs 139 buying

Top Fund Holders, WFC

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

GOLDMAN SACHS VARIABLE INSURANCE TRUST

41.0K

Weight

0.16%

Jun 30, 2026No change

LEGG MASON PARTNERS INVESTMENT TRUST

40.3K

Weight

0.07%

Jun 30, 2026No change

Tidal ETF Trust

39.4K

Weight

0.14%

Jun 30, 2026Increased

PRUDENTIAL INVESTMENT PORTFOLIOS, INC.

38.7K

Weight

0.44%

Jun 30, 2026Decreased

PFS FUNDS

36.0K

Weight

—

Jul 31, 2026No change

Legg Mason ETF Investment Trust

34.6K

Weight

0.78%

Jun 30, 2026No change

PUTNAM ASSET ALLOCATION FUNDS

34.5K

Weight

0.01%

Jun 30, 2026Increased

Pear Tree Funds

31.9K

Weight

0.23%

Jun 30, 2026No change

Wells Fargo & Company· WFC

Holdings Analysis

Insider Trading Activity

1.3Transaction History15Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings192Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History15Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings192Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights