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Portfolio (Quarterly) Guide ↗

WELLS FARGO & COMPANY/MN

· CIK 0000072971
13F Portfolio $530.3B AUM 17,971 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7180 New 456 Exited
Page 3 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 WYNN PUT WYNN RESORTS LTD Consumer Cyclical 100,000 $12.0M 0.00% SOLD
42 POTLATCHDELTIC CORPORATION 298,765 $11.9M 0.00% SOLD
43 INDIVIOR PLC 325,973 $11.7M 0.00% SOLD
44 NU CALL NU HLDGS LTD Financial Services 692,500 $11.6M 0.00% SOLD
45 FORD MTR CO 10,853,000 $11.3M 0.00% SOLD
46 PIPER SANDLER COMPANIES 31,213 $10.6M 0.00% SOLD
47 HTZ PUT HERTZ GLOBAL HLDGS INC Industrials 2,050,000 $10.5M 0.00% SOLD
48 DECK CALL DECKERS OUTDOOR CORP Consumer Cyclical 100,000 $10.4M 0.00% SOLD
49 DECK PUT DECKERS OUTDOOR CORP Consumer Cyclical 99,300 $10.3M 0.00% SOLD
50 TXN CALL TEXAS INSTRS INC Technology 59,200 $10.3M 0.00% SOLD
51 TXN PUT TEXAS INSTRS INC Technology 59,200 $10.3M 0.00% SOLD
52 DROPBOX INC 10,217,000 $10.3M 0.00% SOLD
53 SMH CALL VANECK ETF TRUST 28,500 $10.3M 0.00% SOLD
54 ARM PUT ARM HOLDINGS PLC Technology 90,000 $9.8M 0.00% SOLD
55 NUVEEN DOW 30 DYNMC OVERWRT 636,472 $9.7M 0.00% SOLD
56 BURL CALL BURLINGTON STORES INC Consumer Cyclical 33,000 $9.5M 0.00% SOLD
57 CADENCE BANK 216,754 $9.3M 0.00% SOLD
58 SBUX PUT STARBUCKS CORP Consumer Cyclical 110,000 $9.3M 0.00% SOLD
59 CALL BLOCK INC 141,200 $9.2M 0.00% SOLD
60 PLNT CALL PLANET FITNESS INC Consumer Cyclical 84,700 $9.2M 0.00% SOLD
Page 3 of 23  ·  456 positions
Sector Allocation
Technology 26.5%
Financial Services 18.7%
Industrials 10.7%
Healthcare 9.8%
Consumer Cyclical 8.2%
Communication Services 8.0%
Consumer Defensive 5.7%
Energy 5.1%
Utilities 3.6%
Basic Materials 2.3%