Wealthcare Advisory Partners LLC reports 19.30% increase in ownership of WFC / Wells Fargo & Company

Wells Fargo & Company

PE ˙ BVL ˙ US9497461015

DIESES SYMBOL IST NICHT MEHR AKTIV

Security	PE:WFC / Wells Fargo & Company
Institution	Wealthcare Advisory Partners LLC
Latest Disclosed Ownership	18,368 shares
Latest Disclosed Value	$ 1,462,280

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 18,368 shares of Wells Fargo & Company (PE:WFC) valued at $1,462,280 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 15,397 shares of Wells Fargo & Company. This represents a change in shares of 19.30% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-04-14	2026-03-31	13F	WELLS FARGO	COM	949746101	18,368	2,971	19.30	1,462	1.88	0.0284
2026-01-14	2025-12-31	13F	WELLS FARGO CO	COM	949746101	15,397	982	6.81	1,435	18.79	0.0282
2025-11-07	2025-09-30	13F	WELLS FARGO CO	COM	949746101	14,415	1,599	12.48	1,208	17.74	0.0252
2025-07-22	2025-06-30	13F	WELLS FARGO CO	COM	949746101	12,816	912	7.66	1,027	20.14	0.0234
2025-04-15	2025-03-31	13F	WELLS FARGO CO	COM	949746101	11,904	-255	-2.10	855	0.00	0.0229
2025-01-15	2024-12-31	13F	WELLS FARGO CO	COM	949746101	12,159	311	2.62	854	27.65	0.0237
2024-11-04	2024-09-30	13F	WELLS FARGO CO	COM	949746101	11,848	-1,044	-8.10	669	-12.55	0.0191
2024-08-12	2024-06-30	13F	WELLS FARGO CO	COM	949746101	12,892	-522	-3.89	766	-1.54	0.0239
2024-04-15	2024-03-31	13F	WELLS FARGO CO	COM	949746101	13,414	391	3.00	778	21.41	0.0255
2024-02-06	2023-12-31	13F	WELLS FARGO CO	COM	949746101	13,023	706	5.73	641	27.24	0.0255
2023-10-12	2023-09-30	13F	WELLS FARGO CO	COM	949746101	12,317	-1,284	-9.44	503	-13.28	0.0231
2023-07-17	2023-06-30	13F	WELLS FARGO CO	COM	949746101	13,601	-196	-1.42	580	12.62	0.0260
2023-05-04	2023-03-31	13F	WELLS FARGO CO	COM	949746101	13,797	145	1.06	516	-8.53	0.0222
2023-02-13	2022-12-31	13F	WELLS FARGO	COMMON	949746101	13,652	2,604	23.57	564	26.80	0.0269
2022-11-14	2022-09-30	13F	WELLS FARGO	COMMON	949746101	11,048	456	4.31	444	6.99	0.0253
2022-08-15	2022-06-30	13F	WELLS FARGO	COMMON	949746101	10,592	944	9.78	415	-11.32	0.0251
2022-04-15	2022-03-31	13F	WELLS FARGO	COMMON	949746101	9,648	1,025	11.89	468	13.04	0.0284
2022-02-11	2021-12-31	13F	WELLS FARGO	COMMON	949746101	8,623	1,203	16.21	414	20.35	0.0248
2021-11-15	2021-09-30	13F	WELLS FARGO	Equity	949746101	7,420	602	8.83	344	11.33	0.0225
2021-08-16	2021-06-30	13F	WELLS FARGO	COMMON	949746101	6,818	-1,866	-21.49	309	-8.85	0.0207
2021-04-30	2021-03-31	13F	WELLS FARGO	COMMON	949746101	8,684	8,684		339		0.0246
2021-02-12	2020-12-31	13F	WELLS FARGO	COMMON	949746101	0	-17,217	-100.00	0	-100.00
2020-10-29	2020-09-30	13F	WELLS FARGO	COMMON	949746101	17,217	-225	-1.29	405	-9.40	0.0444
2020-07-29	2020-06-30	13F	WELLS FARGO	COMMON	949746101	17,442	4,376	33.49	447	19.20	0.0557
2020-04-29	2020-03-31	13F	WELLS FARGO	COMMON	949746101	13,066	8,218	169.51	375	43.68	0.0550
2020-01-29	2019-12-31	13F	WELLS FARGO	COMMON	949746101	4,848	11	0.23	261	6.97	0.0332
2019-10-16	2019-09-30	13F	WELLS FARGO	COMMON	949746101	4,837	78	1.64	244	8.44	0.0354
2019-07-30	2019-06-30	13F	WELLS FARGO	COMMON	949746101	4,759	-142	-2.90	225	-5.06	0.0356
2019-05-13	2019-03-31	13F	WELLS FARGO	COMMON	949746101	4,901	-1,677	-25.49	237	-21.78	0.0404
2019-02-14	2018-12-31	13F	WELLS FARGO	COMMON	949746101	6,578	-1,527	-18.84	303	-28.87	0.0588
2018-11-14	2018-09-30	13F	WELLS FARGO	COMMON	949746101	8,105	-570	-6.57	426	-11.43	0.0782
2018-08-13	2018-06-30	13F	WELLS FARGO	COMMON	949746101	8,675	-23	-0.26	481	5.48	0.0943
2018-05-14	2018-03-31	13F	WELLS FARGO	COMMON	949746101	8,698	-2,307	-20.96	456	-31.74	0.1030
2018-02-14	2017-12-31	13F	WELLS FARGO	COMMON	949746101	11,005	503	4.79	668	15.37	0.1718
2017-11-15	2017-09-30	13F	WELLS FARGO	COMMON	949746101	10,502	10,453	21,332.65	579	19,200.00	0.1720
2017-08-28	2017-06-30	13F	WELLS FARGO	COMMON	949746101	49	-141	-74.21	3	-72.73	0.0015
2017-04-11	2017-03-31	13F	WELLS FARGO	COMMON	949746101	190	0	0.00	11	10.00	0.0060
2017-01-11	2016-12-31	13F	WELLS FARGO	COMMON	949746101	190	0	0.00	10	25.00	0.0059
2016-10-14	2016-09-30	13F	WELLS FARGO	COMMON	949746101	190	0	0.00	8	-11.11	0.0052
2016-08-25	2016-06-30	13F	WELLS FARGO	COMMON	949746101	190	190		9		0.0063

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.