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Rafferty Asset Management, LLC: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rafferty Asset Management, LLC on WFC, newest first. How the timeline and the estimate are built.

Rafferty Asset Management, LLC held 891,448 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 891,448 shares
    Change vs previous 13F +139,574 shares

    0.17% of the 13F portfolio, value $73,669,263.

    13F-HR 0001999371-26-017909 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 751,874 shares
    Change vs previous 13F -205,638 shares

    0.24% of the 13F portfolio, value $59,856,689.

    13F-HR 0001999371-26-010796 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 957,512 shares
    Change vs previous 13F -108,597 shares

    0.31% of the 13F portfolio, value $89,240,118.

    13F-HR 0001999371-26-003261 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,066,109 shares
    Change vs previous 13F -15,935 shares

    0.29% of the 13F portfolio, value $89,361,256.

    13F-HR 0001999371-25-017439 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,082,044 shares
    Change vs previous 13F +3,814 shares

    0.29% of the 13F portfolio, value $86,693,365.

    13F-HR 0001999371-25-011302 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,078,230 shares
    Change vs previous 13F -96,449 shares

    0.33% of the 13F portfolio, value $77,406,132.

    13F-HR 0001999371-25-006071 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,174,679 shares
    Change vs previous 13F +20,765 shares

    0.29% of the 13F portfolio, value $82,509,453.

    13F-HR 0001999371-25-001622 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,153,914 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $65,184,602.

    13F-HR 0001999371-24-014625 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).