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Wells Fargo & Company is based out of San Francisco. Their last reported 13F filing for Q4 2022 included $333,186,741,520 in managed 13F securities and a top 10 holdings concentration of 17.9%. Wells Fargo & Company's largest holding is SPDR S&P 500 ETF TRUST with shares held of 24,476,415. Whalewisdom has at least 111 13F filings, 111 13D filings, 4390 13G filings, and 926 Form 4 filings


13F Activity

  • Market Value $333.187 Billion
  • Prior Market Value $306.865 Billion
  • New Purchases361 stocks
  • Additional Purchases2927 stocks
  • Sold out of581 stocks
  • Reduced holdings in3542 stocks
  • Top 10 Holdings % 17.90 %
  • Turnover % [1]:12.45%
  • Turnover Alt % [2]: 3.88 %
  • Time Held Top20:21.10 quarters
  • Time Held Top10:20.50 quarters
  • Time Held All:35.63 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.


13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-02-14

Performance for Q4 2022: 3.47%
Performance Last 4 Quarters: -7.3%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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Insider Transactions in the past year


**EXPERIMENTAL** Current International Short Positions

Only includes UK, France, Germany, Japan, and HKEX are presently being processed.

Holder Issuer Net Short Position Position Date Origin
Overland Advisors, LLC Südzucker Aktiengesellschaft Mannheim/Ochsenfurt 1.0% 2012-11-07 GERMANY

Short Position History (last 100)

Holder Net Short Position Position Date Origin
Wells Capital Management Incorporated Showa Denko K.K. 0.44999999999999996% 2020-12-08 Japan
Wells Capital Management Incorporated Showa Denko K.K. 0.51% 2020-11-24 Japan

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