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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Wealthspire Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WFC overviewAll 13F holders of WFCFull Q2 2026 holdings

Shares (Q2 2026)
65,241
Value
$5.39M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of WFC by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202665,241$5.39M<0.1%+25,845+65.6%AddedHolders
Q1 202639,396$3.14M<0.1%−13,586−25.6%ReducedHolders
Q4 202552,982$4.94M<0.1%−15,896−23.1%ReducedHolders
Q3 202568,878$5.77M<0.1%−5,614−7.5%ReducedHolders
Q2 202574,492$5.97M<0.1%−69,096−48.1%ReducedHolders
Q1 2025143,588$10.3M0.1%+119,977+508.1%AddedHolders
Q4 202423,611$1.66M<0.1%+2,507+11.9%AddedHolders
Q3 202421,104$1.19M<0.1%−578−2.7%ReducedHolders
Q2 202421,682$1.29M<0.1%+53+0.2%AddedHolders
Q1 202421,629$1.25M<0.1%−19,181−47.0%ReducedHolders
Q4 202340,810$2.01M<0.1%+25,448+165.7%AddedHolders
Q3 202315,362$627.7K<0.1%+5,089+49.5%AddedHolders
Q2 202310,273$438.5K<0.1%+789+8.3%AddedHolders
Q1 20239,484$354.5K<0.1%−6,266−39.8%ReducedHolders
Q4 202215,750$650.3K<0.1%−3,920−19.9%ReducedHolders
Q3 202219,670$791.0K<0.1%+3,151+19.1%AddedHolders
Q2 202216,519$647.0K<0.1%+11,991+264.8%AddedHolders
Q1 20224,528$219.0K<0.1%−4,972−52.3%ReducedHolders
Q4 20219,500$456.0K<0.1%−1,498−13.6%ReducedHolders
Q3 202110,998$510.0K<0.1%+10,998NewHolders
Q2 20210$00.0%−26,441−100.0%Sold outHolders
Q1 202126,441$1.03M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.