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 1132.58 BDC Scorecard Weighted Index
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  • BIOSCTR 5924.14 Biotechnology Small Cap
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  • WFBDC 2236.29 Business Development Companies
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  • WFFELCT 1357.21 Factor Enhanced Large Cap Equity Index
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  • WFFESCT 1148.22 Factor Enhanced Small Cap Equity Index
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  • HEDGE 6831.6 Hedge Fund Manager Holdings
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  • WFLCUSAT 3862.19 Large Cap USA Equity Index
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  • WCHWMLPT 2430.42 Master Limited Partnerships
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  • MLPXE 5500.2 Master Limited Partnerships ex Energy
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  • WFSCUSAT 5885.64 Small Cap USA Equity Index
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  • WFUSR 2689.22 US REIT Index
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  • WFDMXUSG 149.44 Wells Fargo Developed Markets Equity Index
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  • WFDBDC 1009.47 Wells Fargo Diversified Business Development Company Index
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  • WFEMG 123.77 Wells Fargo Emerging Markets Equity Index
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  • WFFEEMG 950.6 Wells Fargo Factor Enhanced Emerging Markets Index
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  • WFFEIG 1162.49 Wells Fargo Factor Enhanced International Index
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Hybrid & Preferred Indices

  • PFLOT 1410.63 Floating & Variable Rate Index
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  • WHPSL 2562.54 Hybrid and Preferred Ex-Financials Index
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  • WAGG 2204.96 Hybrid and Preferred Securities Aggregate Index
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  • WHPSF 2372.31 Hybrid and Preferred Securities Financial Index
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  • WHPSLR 1156.91 Hybrid and Preferred Securities Liquid REIT Index
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  • WHPSR 3014.5 Hybrid and Preferred Securities REIT Index
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Fixed Income Indices

  • BABS 208.97 Build America Bonds
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  • BTSIWFIG 108.37 Wells Fargo International Government Bond Index
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  • I33822US 122.19 Wells Fargo Small Issuer Long Credit Index
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  • WIGCTRUU 120.71 Wells Fargo U.S Investment Grade Corporate Bond Index
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  • WCBITRUU 116.9 Wells Fargo U.S. Core Bond Index
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  • WUHYTRUU 114.69 Wells Fargo U.S. High Yield Bond Index
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Volatility Indices

  • WAVI 80.7 Wells Fargo All Market Volatility Index
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