Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionWP Advisors, LLC
Latest Disclosed Ownership13,689 shares
Latest Disclosed Value $ 1,089,810
WP Advisors, LLC reports 0.56% increase in ownership of WFC / Wells Fargo & Company

On May 4, 2026 - WP Advisors, LLC filed a 13F-HR form disclosing ownership of 13,689 shares of Wells Fargo & Company (PE:WFC) valued at $1,089,810 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 13,613 shares of Wells Fargo & Company. This represents a change in shares of 0.56% 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.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F WELLS FARGO COM 949746101 13,689 76 0.56 1,090 -14.12 0.2819
2026-01-28 2025-12-31 13F WELLS FARGO CO COM 949746101 13,613 -1,319 -8.83 1,269 1.36 0.3160
2025-10-22 2025-09-30 13F WELLS FARGO CO COM 949746101 14,932 82 0.55 1,252 5.21 0.3182
2025-08-08 2025-06-30 13F WELLS FARGO CO COM 949746101 14,850 -48 -0.32 1,190 11.23 0.3268
2025-05-12 2025-03-31 13F WELLS FARGO CO COM 949746101 14,898 -142 -0.94 1,070 1.23 0.3561
2025-02-03 2024-12-31 13F WELLS FARGO CO COM 949746101 15,040 79 0.53 1,056 24.97 0.3519
2024-11-07 2024-09-30 13F WELLS FARGO CO COM 949746101 14,961 -3,341 -18.25 845 -22.19 0.3088
2024-07-30 2024-06-30 13F WELLS FARGO CO COM 949746101 18,302 307 1.71 1,087 4.22 0.3471
2024-05-08 2024-03-31 13F WELLS FARGO CO COM 949746101 17,995 112 0.63 1,043 18.41 0.3422
2024-01-31 2023-12-31 13F WELLS FARGO CO COM 949746101 17,883 -286 -1.57 880 18.60 0.3258
2023-10-30 2023-09-30 13F WELLS FARGO CO COM 949746101 18,169 151 0.84 742 -3.39 0.3070
2023-07-26 2023-06-30 13F WELLS FARGO CO COM 949746101 18,018 -531 -2.86 769 10.82 0.3077
2023-04-14 2023-03-31 13F WELLS FARGO CO COM 949746101 18,549 -3,125 -14.42 693 -22.48 0.2860
2023-01-20 2022-12-31 13F WELLS FARGO CO COM 949746101 21,674 -544 -2.45 895 0.00 0.4001
2022-10-24 2022-09-30 13F Wells Fargo COM 949746101 22,218 -530 -2.33 894 0.34 0.4048
2022-07-12 2022-06-30 13F Wells Fargo COM 949746101 22,748 524 2.36 891 -17.27 0.3873
2022-04-25 2022-03-31 13F Wells Fargo COM 949746101 22,224 -4,306 -16.23 1,077 -15.40 0.4436
2022-02-02 2021-12-31 13F Wells Fargo COM 949746101 26,530 -215 -0.80 1,273 2.58 0.5304
2021-10-20 2021-09-30 13F Wells Fargo COM 949746101 26,745 117 0.44 1,241 2.90 0.5089
2021-07-22 2021-06-30 13F Wells Fargo COM 949746101 26,628 -552 -2.03 1,206 13.56 0.5028
2021-05-06 2021-03-31 13F Wells Fargo COM 949746101 27,180 -9,278 -25.45 1,062 -3.45 0.4588
2021-01-27 2020-12-31 13F Wells Fargo COM 949746101 36,458 1,269 3.61 1,100 33.01 0.5312
2020-10-16 2020-09-30 13F Wells Fargo COM 949746101 35,189 -1,088 -3.00 827 -10.98 0.4984
2020-08-07 2020-06-30 13F Wells Fargo COM 949746101 36,277 2,855 8.54 929 -3.13 0.6532
2020-04-29 2020-03-31 13F Wells Fargo COM 949746101 33,422 -7,368 -18.06 959 -56.29 0.9315
2020-01-22 2019-12-31 13F Wells Fargo COM 949746101 40,790 362 0.90 2,194 7.60 2.2649
2019-10-22 2019-09-30 13F Wells Fargo COM 949746101 40,428 140 0.35 2,039 6.98 2.3371
2019-07-23 2019-06-30 13F Wells Fargo COM 949746101 40,288 4,544 12.71 1,906 -88.96 2.1252
2019-04-15 2019-03-31 13F Wells Fargo COM 949746101 35,744 2,202 6.56 17,271 1,017.14 1.8802
2019-01-17 2018-12-31 13F Wells Fargo COM 949746101 33,542 140 0.42 1,546 -11.96 1.5241
2018-10-31 2018-09-30 13F Wells Fargo COM 949746101 33,402 240 0.72 1,756 -4.51 1.6346
2018-07-26 2018-06-30 13F Wells Fargo COM 949746101 33,162 1,553 4.91 1,839 10.98 1.7351
2018-05-04 2018-03-31 13F Wells Fargo COM 949746101 31,609 1,374 4.54 1,657 -9.65 1.7891
2018-02-05 2017-12-31 13F Wells Fargo COM 949746101 30,235 -855 -2.75 1,834 6.94 1.7755
2017-11-02 2017-09-30 13F Wells Fargo COM 949746101 31,090 -24 -0.08 1,715 -0.52 1.2953
2017-08-08 2017-06-30 13F Wells Fargo COM 949746101 31,114 1,449 4.88 1,724 4.42 1.2494
2017-04-17 2017-03-31 13F Wells Fargo COM 949746101 29,665 1,495 5.31 1,651 6.38 1.0368
2017-02-10 2016-12-31 13F Wells Fargo COM 949746101 28,170 28,170 1,552 1.0835
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.