WELLS FARGO & COMPANY WFC 7.5 PERP L
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Institutional holders
258
-4 QoQ
13F value
$2.41B
-13.9% QoQ
Smart-money holders
25
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns WFC 7.5 PERP L?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| VOYA INVESTMENT MANAGEMENT LLC | Diversified mechanical | 568.5K | $656.6M | 0.8% | -7.0% |
| BlackRock, Inc. | Index provider | 293.2K | $338.6M | 0.0% | 0.0% |
| FIRST TRUST ADVISORS LP | Index provider | 158.6K | $183.1M | 0.1% | -0.1% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 68.5K | $79.1M | 0.1% | +0.8% |
| STONEBRIDGE ADVISORS LLC ★2 | Fundamental diversified | 61.7K | $71.2M | 84.3% | -75.4% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Diversified mechanical | 57.5K | $66.8M | 0.1% | +0.2% |
| Allianz Asset Management GmbH | Diversified mechanical | 53.9K | $62.3M | 0.1% | Held |
| STATE STREET CORP | Index provider | 50.3K | $57.6M | 0.0% | -7.0% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Index provider | 46.9K | $54.2M | 0.1% | -0.4% |
| MORGAN STANLEY | Bank broker | 46.5K | $53.7M | 0.0% | -0.9% |
| Nuveen, LLC | Diversified mechanical | 46.3K | $53.5M | 0.0% | -0.1% |
| Invesco Ltd. | Index provider | 45.9K | $53.0M | 0.0% | +0.2% |
| FMR LLC | Long only active | 42.8K | $49.6M | 0.0% | Held |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 35.9K | $41.2M | 0.0% | -2.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 28.9K | $33.3M | 0.0% | -0.6% |
| First Eagle Investment Management, LLC | Other | 25.7K | $29.7M | 0.1% | Held |
| Focus Partners Wealth | Wealth advisor | 25.0K | $28.9M | 0.0% | +24.9% |
| SSI INVESTMENT MANAGEMENT LLC ★2 | Fundamental diversified | 18.4K | $21.3M | 1.5% | +0.3% |
| RATIONAL ADVISORS, INC. | Wealth advisor | 16.4K | $19.4M | 2.0% | +100.0% |
| ADVENT CAPITAL MANAGEMENT /DE/ ★2 | Fundamental concentrated | 148.2K | $17.2M | 2.0% | -6.0% |
| MACKAY SHIELDS LLC ★3 | Fundamental concentrated | 14.8K | $17.1M | 2.8% | -0.1% |
| PIER 88 INVESTMENT PARTNERS LLC ★2 | Fundamental diversified | 13.6K | $15.7M | 8.8% | -2.9% |
| NEW ENGLAND ASSET MANAGEMENT INC | Other | 13.3K | $15.3M | 2.0% | Held |
| Galvin, Gaustad & Stein, LLC | Wealth advisor | 13.0K | $15.0M | 1.2% | -5.8% |
| KCM INVESTMENT ADVISORS LLC | Other | 11.1K | $12.8M | 0.4% | -4.0% |
| COHEN & STEERS, INC. | Other | 9.4K | $10.8M | 0.0% | Held |
| Stratos Wealth Partners, LTD. | Wealth advisor | 9.4K | $10.8M | 0.1% | +3.8% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 9.3K | $10.7M | 0.0% | +3.3% |
| UBS Group AG | Bank broker | 8.9K | $10.3M | 0.0% | +19.9% |
| CRAWFORD INVESTMENT COUNSEL INC | Other | 8.5K | $9.8M | 0.2% | +0.8% |
| RB Capital Management, LLC ★2 | Fundamental diversified | 8.2K | $9.5M | 2.0% | +1.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 8.2K | $9.5M | 0.0% | -1.7% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 7.8K | $9.4M | 0.0% | -1.3% |
| LPL Financial LLC | Bank broker | 8.1K | $9.4M | 0.0% | +5.8% |
| PALISADE CAPITAL MANAGEMENT, LP | Other | 7.6K | $8.8M | 0.3% | -8.9% |
| CONNING INC. | Other | 7.5K | $8.7M | 0.3% | +23.5% |
| FIRST MANHATTAN CO. LLC. | Other | 7.4K | $8.5M | 0.0% | +0.4% |
| Kestra Advisory Services, LLC | Wealth advisor | 6.7K | $7.7M | 0.0% | +0.3% |
| Phraction Management LLC ★2 | Fundamental diversified | 6.4K | $7.4M | 1.9% | +26.2% |
| Penn Mutual Asset Management ★2 | Fundamental concentrated | 6.0K | $6.9M | 35.5% | Held |
| Baird Financial Group, Inc. | Diversified mechanical | 5.8K | $6.8M | 0.0% | +2.0% |
| WHALEROCK POINT PARTNERS, LLC ★2 | Fundamental diversified | 5.1K | $5.9M | 1.1% | +21.3% |
| FRANKLIN RESOURCES INC | Long only active | 5.0K | $5.8M | 0.0% | Held |
| Hudson Capital Management LLC | Wealth advisor | 5.0K | $5.7M | 1.5% | +3.4% |
| Russell Investments Group, Ltd. | Diversified mechanical | 4.9M | $5.7M | 0.0% | +34.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 4.6K | $5.3M | 0.0% | +2.2% |
| LAFFER TENGLER INVESTMENTS, INC. | Other | 4.4K | $5.1M | 0.8% | +34.2% |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | Wealth advisor | 4.2K | $4.8M | 0.6% | +3.6% |
| Mariner, LLC | Diversified mechanical | 3.8K | $4.4M | 0.0% | -0.7% |
| Ameritas Advisory Services, LLC | Wealth advisor | 3.8K | $4.4M | 0.2% | -0.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.