WFC Wells Fargo & Co. Dashboard

Wells Fargo & Company is a leading financial services company that has approximately $1.9 trillion in assets and proudly serves one in three U.S. households and more than 10% of all middle market companies in the U.S. It provides a diversified set of banking, investment, and mortgage products and services, as well as consumer and commercial finance, through its four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth and Investment Management. Wells Fargo ranked No. 30 on Fortune's 2020 rankings of America's largest corporations. In the communities it serves, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy.

Company profile

Ticker

WFC, WFC+Z, WFC+A, WFC+C

Exchange

NYSE

Website

www.wellsfargo.com/

CEO

Charles Scharf

Incorporated

Delaware

Location

California

Fiscal year end

Dec 31

Sector

Finance and Insurance > Commercial Banking

Industry (SIC)

National Commercial Banks

Pinnacle Financial Partners • Citigroup • Bank Of America • U.S. Bancorp. • JPMorgan Chase & Co. • PNC Financial Services • Shinhan Financial • Capital One Financial • HSBC USA • Regions Financial ...

Former names

NORWEST CORP, WELLS FARGO & CO/MN

SEC CIK

0000072971

Corporate docs

Articles of Incorporation & Bylaws

IRS number

410449260

WFC stock data

S&P 500

1M 1Y 2Y 5Y

News

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Wells Fargo Championship Live Odds, How To Watch In US For May 8

8 May 21

The third round of the Wells Fargo & Co (NYSE: WFC) Championship is live and underway at Quail Hollow Golf Course in Charlotte, North Carolina. How can you watch Saturday’s action and who’s favored going into Day 3?

Cramer Advises Viewers On Fastly, Wells Fargo And More

6 May 21

On CNBC's "Mad Money Lightning Round," Jim Cramer said he expects more downgrades for Fastly Inc (NYSE: FSLY) on Thursday. He can't recommend the stock.

9 Financials Stocks Showing Unusual Options Activity In Today's Session

4 May 21

This unusual options alert can help traders discover the next big trading opportunities. Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. Unusual trading activity could push option prices to exaggerated or underestimated levels.

7 Financials Stocks Showing Unusual Options Activity In Today's Session

29 Apr 21

Stocks That Hit 52-Week Highs On Thursday

29 Apr 21

Press releases

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Wells Fargo Responds to India COVID-19 Crisis

4 May 21

Company grants $3 million for health care and emergency response As part of its response to the ongoing COVID-19-related humanitarian crisis in India, Wells Fargo & Company (NYSE:WFC) is committing more than $3

Wells Fargo Utilities and High Income Fund Announces Sources of Distribution

3 May 21

The Wells Fargo Utilities and High Income Fund (NYSE:ERH) released information about the sources of today's distribution in a Notice provided to shareholders. The full text of the Notice is available below and on the

TD Bank Group completes acquisition of Wells Fargo's Canadian Direct Equipment Finance Business

3 May 21

TORONTO, May 3, 2021 /CNW/ - On May 1, 2021, the Toronto-Dominion Bank ("TD") (TSX:TD) (NYSE:TD) completed the previously announced acquisition of Wells Fargo's ("Wells Fargo") (NYSE:WFC) Canadian

Wells Fargo Asset Management Announces Change to the Wells Fargo Global Dividend Opportunity Fund Portfolio Management Team

3 May 21

Wells Fargo Closed-End Funds Declare Monthly Distributions

30 Apr 21

Investment data

Data from SEC filings

Top 50 of 6748 long holdings End of quarter 31 Dec 20	Value	#Shares
MSFT Microsoft Corp	$11.63B	52.29M
AAPL Apple Inc	$11.04B	83.23M
Ishares TR (CORE S&P500 ETF)	$7.32B	19.49M
AMZN Amazon Com Inc	$6.55B	2.01M
Ishares TR (CORE US AGGBD ET)	$6B	50.76M
Ishares TR (RUSSELL 2000 ETF)	$5.21B	26.6M
Vanguard Index FDS	$5.11B	24.71M
SPY SPDR S&P 500 Etf TR	$3.84B	10.27M
Vanguard Tax-managed Intl FD	$3.54B	75.08M
JNJ Johnson & Johnson	$3.54B	22.51M
JPM Jpmorgan Chase & Co	$3.54B	27.84M
Ishares Inc	$3B	48.37M
GOOG Alphabet Inc (CAP STK CL A)	$2.94B	1.68M
UNH Unitedhealth Group Inc	$2.9B	8.27M
Ishares TR (CORE S&P TTL STK)	$2.89B	33.46M
Ishares TR (CORE S&P MCP ETF)	$2.88B	12.53M
FB Facebook Inc	$2.85B	10.44M
Vanguard Intl Equity Index F	$2.85B	56.81M
GOOG Alphabet Inc (CAP STK CL C)	$2.78B	1.58M
HD Home Depot Inc	$2.76B	10.39M
Ishares TR (RUS MID CAP ETF)	$2.76B	40.19M
PG Procter and Gamble Co	$2.72B	19.58M
CSCO Cisco Sys Inc	$2.54B	56.79M
NEE Nextera Energy Inc	$2.5B	32.42M
V Visa Inc	$2.49B	11.38M
CMCSA Comcast Corp New	$2.4B	45.72M
ABT Abbott Labs	$2.2B	20.06M
TGT Target Corp	$2.15B	12.17M
VZ Verizon Communications Inc	$2.03B	34.56M
PEP Pepsico Inc	$2.01B	13.59M
DIS Disney Walt Co	$1.95B	10.74M
Goldman Sachs Etf TR	$1.94B	25.59M
NKE Nike Inc	$1.91B	13.5M
MCD Mcdonalds Corp	$1.89B	8.79M
LOW Lowes Cos Inc	$1.85B	11.52M
PYPL Paypal HLDGS Inc	$1.84B	7.87M
MRK Merck & Co. Inc	$1.83B	22.41M
MDT Medtronic PLC	$1.81B	15.46M
WMT Walmart Inc	$1.79B	12.4M
AMGN Amgen Inc	$1.75B	7.61M
STT Select Sector SPDR TR	$1.75B	13.45M
BLK Blackrock Inc	$1.72B	2.39M
ACN Accenture PLC Ireland	$1.67B	6.4M
ADP Automatic Data Processing In	$1.62B	9.18M
BRK.A Berkshire Hathaway Inc Del	$1.58B	6.83M
QQQ Invesco QQQ TR	$1.57B	4.99M
ITW Illinois Tool WKS Inc	$1.55B	7.58M
IBB Ishares TR	$1.5B	12.92M
MA Mastercard Incorporated	$1.5B	4.2M
T At&t Inc	$1.49B	51.94M

Wells Fargo & Co. holdings history Holdings history

Holdings list only includes long positions. Only includes long positions.

Calendar

5 May 21

9 May 21

31 Dec 21

Financial summary

Financial statements Chart WFC financial data

Quarter (USD)	Mar 21	Dec 20	Sep 20	Jun 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 20	Dec 19	Dec 18	Dec 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Cash burn rate (estimated)	Burn method: Change in cash		Burn method: Operating income/loss		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	286.73B	286.73B	286.73B	286.73B	286.73B	286.73B
Cash burn (monthly)	(positive/no burn)	(positive/no burn)	(positive/no burn)	(positive/no burn)	1.16B	1.56B
Cash used (since last report)	n/a	n/a	n/a	n/a	1.47B	1.98B
Cash remaining	n/a	n/a	n/a	n/a	285.26B	284.75B
Runway (months of cash)	n/a	n/a	n/a	n/a	246.6	182.8

Beta Read what these cash burn values mean

Recent insider trades

WFC insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
27 Apr 21	Black Steven D	Phantom Stock Units Common Stock, $1 2/3 Par Value	Grant	Aquire A	No	No	45.09	3,993	180.04K	14,116.775
27 Apr 21	Mark A Chancy	Phantom Stock Units Common Stock, $1 2/3 Par Value	Grant	Aquire A	No	No	45.09	3,993	180.04K	12,429.714
27 Apr 21	Clark Celeste A.	Phantom Stock Units Common Stock, $1 2/3 Par Value	Grant	Aquire A	No	No	45.09	3,993	180.04K	24,845.983
27 Apr 21	Craver Theodore F JR	Common Stock, $1 2/3 Par Value	Grant	Aquire A	No	No	0	3,993	0	4,082
27 Apr 21	Hewett Wayne M.	Phantom Stock Units Common Stock, $1 2/3 Par Value	Grant	Aquire A	No	No	45.09	3,993	180.04K	24,264.422

Data from 3, 4 and 5 filings. Stock values as filed, not updated for current price.

Institutional ownership Q4 2020

WFC institutional ownership history Ownership history

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

69.5% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	1719	1591	+8.0%
Opened positions	271	103	+163.1%
Closed positions	143	237	-39.7%
Increased positions	474	536	-11.6%
Reduced positions	822	796	+3.3%

13F shares	Current	Prev Q	Change
Total value	86.8B	65.26B	+33.0%
Total shares	2.87B	2.78B	+3.5%
Total puts	97.31M	77.87M	+25.0%
Total calls	101.57M	75.95M	+33.7%
Total put/call ratio	1.0	1.0	-6.5%

Largest owners	Shares	Value	Change
Vanguard	316.37M	$9.55B	-1.0%
BLK Blackrock	283.86M	$8.57B	-4.1%
STT State Street	167.36M	$5.05B	+0.8%
Dodge & Cox	148.43M	$4.48B	+13.3%
FMR	133.86M	$4.04B	+28.7%
TROW T. Rowe Price	106.53M	$3.22B	+8.5%
Geode Capital Management	59.89M	$1.8B	-1.0%
JPM JPMorgan Chase & Co.	58.89M	$1.78B	+102.5%
BRK.A Berkshire Hathaway	52.42M	$1.58B	-58.8%
State Farm Mutual Automobile Insurance	51.54M	$1.56B	0.0%

Largest transactions	Shares	Bought/sold	Change
BRK.A Berkshire Hathaway	52.42M	-74.96M	-58.8%
Norges Bank	37.19M	+37.19M	NEW
Sanders Capital	46.95M	+36.57M	+352.3%
FMR	133.86M	+29.81M	+28.7%
JPM JPMorgan Chase & Co.	58.89M	+29.8M	+102.5%
Dodge & Cox	148.43M	+17.45M	+13.3%
Citadel Advisors	6.03M	-12.94M	-68.2%
BLK Blackrock	283.86M	-12.09M	-4.1%
Ubs Global Asset Management Americas	27.5M	+9.09M	+49.3%
BAC Bank Of America	18.56M	-9.09M	-32.9%

Data from 13F filings. Stock values as filed, not updated for current price. Long positions only.

Content analysis

Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability	8th grade Avg

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From filing 10-Q 2021 Q1