Willner & Heller, LLC
- SEC CIK
- 0001927796
- Latest filing
- Jul 7, 2026
WFC holding history
Wells Fargo & Company in every 13F filed by Willner & Heller, 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)
- 4,838
- Value
- $399.8K
- % of portfolio
- 0.3%
- Quarters held
- 11
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 4,838 | $399.8K | 0.3% | −295−5.7% | Reduced | Holders |
| Q1 2026 | 5,133 | $408.7K | 0.3% | +28+0.5% | Added | Holders |
| Q4 2025 | 5,105 | $475.8K | 0.3% | +27+0.5% | Added | Holders |
| Q3 2025 | 5,078 | $425.6K | 0.3% | +28+0.6% | Added | Holders |
| Q2 2025 | 5,050 | $404.6K | 0.3% | +27+0.5% | Added | Holders |
| Q1 2025 | 5,023 | $360.6K | 0.3% | +25+0.5% | Added | Holders |
| Q4 2024 | 4,998 | $351.0K | 0.3% | +27+0.5% | Added | Holders |
| Q3 2024 | 4,971 | $280.8K | 0.3% | +34+0.7% | Added | Holders |
| Q2 2024 | 4,937 | $293.2K | 0.3% | +29+0.6% | Added | Holders |
| Q1 2024 | 4,908 | $284.5K | 0.3% | +30+0.6% | Added | Holders |
| Q4 2023 | 4,878 | $240.1K | 0.3% | – | No prior filing | Holders |