WEALTH EFFECTS LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1907254 BOSTON, MA

Position in WFC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$216,930

+$7,954 QoQ

Shares Held

2,625

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,461

of 2,858 holders

Holding Since

Dec 2021

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WEALTH EFFECTS LLC holds $13,299,811 across 5 Banks - Diversified names. WFC ranks #5 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	30,178	$9,878,164
2	C	Citigroup Inc	11,665	$1,632,633
3	BAC	Bank Of America Corp /De/	20,647	$1,176,466
4	TD	Toronto Dominion Bank	3,258	$395,618
5	WFC	Wells Fargo & Company/Mn This page	2,625	$216,930

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$216,930	2,625	0.0%	Shares	Sole	2026-08-06
2026-03-31	$208,976	2,625	-49.9%	Shares	Sole	2026-04-21
2023-12-31	$258,060	5,243	-27.6%	Shares	Sole	2024-01-29
2023-09-30	$295,948	7,243	+4.5%	Shares	Sole	2023-10-16
2023-06-30	$295,900	6,933	-2.3%	Shares	Sole	2023-07-18
2023-03-31	$265,323	7,098	-1.0%	Shares	Sole	2023-05-04
2022-12-31	$296,173	7,173	-10.2%	Shares	Sole	2023-02-02
2022-09-30	$321,116	7,984	+1.2%	Shares	Sole	2022-11-14
2022-06-30	$309,012	7,889	+11.5%	Shares	Sole	2022-08-03
2022-03-31	$342,806	7,074	+6.4%	Shares	Sole	2022-05-16
2021-12-31	$319,019	6,649	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.