Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$34,739,459
+$1,133,451 QoQ
Shares Held
420,371
-0.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#292
of 2,859 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Wealthfront Advisers LLC holds $262,096,317 across 5 Banks - Diversified names. WFC ranks #3 (13.3% of the industry book) .
All Filings in WFC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,739,459 | 420,371 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $33,606,008 | 422,133 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $40,815,262 | 437,932 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $35,960,288 | 429,018 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $33,290,100 | 415,503 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $27,386,879 | 381,486 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $24,651,079 | 350,955 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $17,247,074 | 305,312 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $18,431,686 | 310,350 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $16,586,239 | 286,167 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $13,559,125 | 275,480 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $9,225,043 | 225,772 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $8,309,881 | 194,702 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $6,133,123 | 164,075 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $9,852,991 | 238,629 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $10,790,824 | 268,295 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,807,706 | 173,799 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $12,162,200 | 250,974 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $14,030,407 | 292,422 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $10,726,093 | 231,116 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,656,455 | 169,054 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,667,259 | 145,054 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,302,718 | 109,434 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,702,916 | 200,039 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,568,473 | 100,331 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,163,698 | 40,547 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||