WELLS FARGO & COMPANY (WFC V0 PERP DEPs)Preferred / convertible

13F holders, Q2 2025 (June 30)
3holders −1
0new positions
1sold out
$0.05avg. 13F price*

At the end of Q2 2025, 3 institutions reported holding WELLS FARGO & COMPANY (WFC V0 PERP DEPs) in their 13F filings, down 1 from Q1 2025. 0 opened new positions and 1 sold out. The largest holders were Iat Reinsurance Co. LTD. ($19), Sterling Capital Management LLC ($2) and Heritage Wealth Advisors ($1).

Company
WELLS FARGO & COMPANY (WFC V0 PERP DEPs)
CUSIP
949746887
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 3Q1 2024Q2 2024: 3Q2 2024Q3 2024: 4Q3 2024Q4 2024: 4Q4 2024Q1 2025: 4Q1 2025Q2 2025: 3Q2 2025Q3 2025: 3Q3 2025Q4 2025: 2Q4 2025Q1 2026: 2Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions0$0
Exits1$0

All 13F filers, Q1 2025 → Q2 2025: 6 shares bought and 1 shares sold, net +5 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Iat Reinsurance Co. LTD. — No change 387 $19
Sterling Capital Management LLC — Add +24.0% 31 $2
Heritage Wealth Advisors — No change 19 $1

"% of holder's portfolio" is WELLS FARGO & COMPANY (WFC V0 PERP DEPs)'s weight in each manager's 13F, not the share of WELLS FARGO & COMPANY (WFC V0 PERP DEPs) the manager owns.