WELLS FARGO & CO
Smart money positioned
50 of the Top-200 alpha managers hold $WFC as of the latest 13F snapshot.
13F holders
2,769
Insider buys · 90d
0
Congress · 90d
5trades
Smart Money · top-200 alpha cohort
50 holders · Q1 2026
38 Initiate $WFC in Q1 as Cohort Expands to 57 Holders
50 of the Top-200 alpha managers hold $WFC as of Q1 2026 — 16 new, 1 added, 1 trimmed, 32 held flat.
16 initiations · 1 add · 1 trim · 32 held flat · Q1 2026
01
Somerset Group LLC
2.87% NEW
α +64.8pts
02
ProVise Management Group, LLC
1.97% ↑ +1.1pp
α +11.2pts
03
Capital Markets Trading UK LLP
0.99% NEW
α +19.5pts
04
Wellington Management Group LLP
0.98% held
α +10.5pts
05
MFA Wealth Services
0.87% NEW
α +16.2pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Institutional holders
Top 10 of 2,769 · Source: 13F-HR01
State Street
0.43% of portfolio
137,088,237 sh
02
Axa S.a.
0.37% of portfolio
135,493,574 sh
03
Envestnet Asset Management Inc.
0.90% of portfolio
72,893,582 sh
04
ProShare Advisors LLC
0.48% of portfolio
48,418,055 sh
05
Brightline Capital Management, LLC
0.17% of portfolio
43,139,000 sh
06
Litman Gregory Wealth Management LLC
0.34% of portfolio
34,559,426 sh
07
Second Line Capital, LLC
1.36% of portfolio
31,168,331 sh
08
Gates Foundation Trust
0.10% of portfolio
29,103,327 sh
09
CBM Financial, LLC
2.50% of portfolio
28,590,038 sh
10
US Bancorp De
0.38% of portfolio
24,226,500 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $WFC in the recent window.
Congress trades · last 90 days
50 disclosures · STOCK ActSOLD
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May 29STOCK
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 04:26 UTC.