Wells Fargo Strategic Indexing provides comprehensive and specialized equity and fixed income benchmarks to fulfill institutional and retail investor's needs for portfolio benchmarking and performance evaluation. Wells Fargo currently maintains a variety of indices spanning corporate and municipal bonds, hybrid capital securities, common and preferred stock. The indices are unbiased in subjective factors, such as Wells Fargo's current inventories or management participation in the underwriting. The indices are generally capitalization weighted and rules based meaning to be included a security must meet all published eligibility criteria.

There are currently over 100 institutional subscribers with ~$50 billion benchmarked to Wells Fargo index products.

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Equity Indices

  • BDCSCRD 1350.74 BDC Scorecard Weighted Index
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  • BIOSCTR 4367.31 Biotechnology Small Cap
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  • WFBDC 2800.7 Business Development Companies
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  • WFFELCT 1337.2 Factor Enhanced Large Cap Equity Index
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  • WFFESCT 1193.23 Factor Enhanced Small Cap Equity Index
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  • HEDGE 6072.34 Hedge Fund Manager Holdings
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  • WFLCUSAT 3590.47 Large Cap USA Equity Index
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  • WCHWMLPT 3248.36 Master Limited Partnerships
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  • MLPXE 6919.18 Master Limited Partnerships ex Energy
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  • WFSCUSAT 5781.31 Small Cap USA Equity Index
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  • WFUSR 3060.15 US REIT Index
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  • WFDMXUSG 151.04 Wells Fargo Developed Markets Equity Index
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  • WFDBDC 1268.45 Wells Fargo Diversified Business Development Company Index
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  • WFEMG 124.37 Wells Fargo Emerging Markets Equity Index
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  • WFFEEMG 1023.34 Wells Fargo Factor Enhanced Emerging Markets Index
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  • WFFEIG 1160.51 Wells Fargo Factor Enhanced International Index
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Hybrid & Preferred Indices

  • PFLOT 1438.76 Floating & Variable Rate Index
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  • WHPSL 2601.32 Hybrid and Preferred Ex-Financials Index
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  • WAGG 2184.02 Hybrid and Preferred Securities Aggregate Index
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  • WHPSF 2346.88 Hybrid and Preferred Securities Financial Index
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  • WHPSLR 1194.35 Hybrid and Preferred Securities Liquid REIT Index
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  • WHPSR 3177.48 Hybrid and Preferred Securities REIT Index
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Fixed Income Indices

  • BABS 207.03 Build America Bonds
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  • BTSIWFIG 109.31 Wells Fargo International Government Bond Index
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  • I33822US 116.5 Wells Fargo Small Issuer Long Credit Index
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  • WIGCTRUU 114.9 Wells Fargo U.S Investment Grade Corporate Bond Index
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  • WCBITRUU 110.79 Wells Fargo U.S. Core Bond Index
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  • WUHYTRUU 113.52 Wells Fargo U.S. High Yield Bond Index
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Volatility Indices

  • WAVI 32.54 Wells Fargo All Market Volatility Index
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