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Wells Fargo & Company shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $478M 5.7M 83.82
2025-06-30 $421M 5.3M 80.12
2025-03-31 $335M 4.7M 71.79
2024-12-31 $287M 4.1M 70.24
2024-09-30 $215M 3.8M 56.49
2024-06-30 $230M 3.9M 59.39
2024-03-31 $226M 3.9M 57.96
2023-09-30 $147M 3.6M 40.86
2023-06-30 $119M 2.8M 42.68
2023-03-31 $99M 2.6M 37.38
2022-12-31 $99M 2.4M 41.29
2022-09-30 $94M 2.3M 40.22
2022-06-30 $84M 2.1M 39.17
2022-03-31 $96M 2.0M 48.46
2021-12-31 $86M 1.8M 47.98
2021-09-30 $77M 1.7M 46.41
2021-06-30 $69M 1.5M 45.29
2021-03-31 $58M 1.5M 39.07
2020-12-31 $37M 1.2M 30.18
2020-09-30 $29M 1.2M 23.51
2020-06-30 $34M 1.3M 25.60
2020-03-31 $72M 2.5M 28.70
2019-12-31 $126M 2.3M 53.80
2019-09-30 $105M 2.1M 50.44
2019-06-30 $86M 1.8M 47.32
2019-03-31 $80M 1.7M 48.32
2018-12-31 $62M 1.3M 46.08
2018-09-30 $1.6M 30k 52.57
2018-06-30 $13M 242k 55.44
2018-03-31 $13M 242k 52.34
2017-12-31 $44M 726k 60.67
2017-09-30 $43M 776k 55.15
2017-06-30 $50M 905k 55.41
2017-03-31 $52M 930k 55.67
2016-12-31 $51M 926k 55.11
2016-09-30 $42M 948k 44.28
2016-06-30 $56M 1.2M 47.33
2016-03-31 $62M 1.3M 48.36
2015-12-31 $70M 1.3M 54.36
2015-09-30 $64M 1.2M 51.35
2015-06-30 $68M 1.2M 56.24
2015-03-31 $61M 1.1M 54.40
2014-12-31 $4.5M 81k 54.82
2014-09-30 $5.2M 100k 51.87
2014-06-30 $253k 4.8k 52.51
2014-03-31 $4.9M 99k 49.74
2013-12-31 $4.4M 97k 45.40
2013-09-30 $3.8M 92k 41.32
2013-06-30 $3.8M 92k 41.27

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Envestnet Asset Management

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
FMR
Jpmorgan Chase & Co
State Street Corporation
Wellington Management Company
Geode Capital Management
Morgan Stanley
State Farm Mutual Automobile Insurance Company
Dodge & Cox
Invesco
Capital Research Global Investors
Capital Research and Management Company - Division 3
Northern Trust
Ameriprise Financial

View all funds holding Wells Fargo & Company