Wells Fargo Strategic Indexing

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 1370.5 BDC Scorecard Weighted Index
    BDCSCRD September 30,2015

    BDC Scorecard Weighted Index

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    Snapshot

    as of 11/13/2019

    • 1370.5 Total Return Value
    • $24,065,513,096 Market Capitalization
    • BDCSCRDP Price Return Symbol
    • 17 Number of Holdings
    • $1,415,618,417 Avg Market Capitalization
    • 10.12 Price Earnings Ratio (P/E)
    More Info
  • BIOSCTR 4156.58 Biotechnology Small Cap
    BIOSCTR January 1, 2008

    Biotechnology Small Cap

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    Snapshot

    as of 11/13/2019

    • 4156.58 Total Return Value
    • $116,688,414,050 Market Capitalization
    • BIOSC Price Return Symbol
    • 227 Number of Holdings
    • $514,045,877 Avg Market Capitalization
    • N/A Price Earnings Ratio (P/E)
    More Info
  • WFBDC 2818.51 Business Development Companies
    WFBDC September 30, 2004

    Business Development Companies

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    Snapshot

    as of 11/13/2019

    • 2818.51 Total Return Value
    • $34,156,866,729 Market Capitalization
    • WFBDCPX Price Return Symbol
    • 45 Number of Holdings
    • $759,041,483 Avg Market Capitalization
    • 10.95 Price Earnings Ratio (P/E)
    More Info
  • WFFELCT 1363.18 Factor Enhanced Large Cap Equity Index
    WFFELCT April 12, 2017

    Factor Enhanced Large Cap Equity Index

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    Snapshot

    as of 11/13/2019

    • 1363.18 Total Return Value
    • NA Market Capitalization
    • WFFELCP Price Return Symbol
    • 785 Number of Holdings
    • NA Avg Market Capitalization
    • NA Price Earnings Ratio (P/E)
    More Info
  • WFFESCT 1229.27 Factor Enhanced Small Cap Equity Index
    WFFESCT April 12, 2017

    Factor Enhanced Small Cap Equity Index

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    Snapshot

    as of 11/13/2019

    • 1229.27 Total Return Value
    • NA Market Capitalization
    • WFFESCP Price Return Symbol
    • 1552 Number of Holdings
    • NA Avg Market Capitalization
    • NA Price Earnings Ratio (P/E)
    More Info
  • HEDGE 6207.6 Hedge Fund Manager Holdings
    HEDGE March 31, 2005

    Hedge Fund Manager Holdings

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    Snapshot

    as of 11/13/2019

    • 6207.6 Total Return Value
    • $15,535,440,272,995 Market Capitalization
    • HEDGEPX Price Return Symbol
    • 99 Number of Holdings
    • $156,923,639,121 Avg Market Capitalization
    • 23.57 Price Earnings Ratio (P/E)
    More Info
  • WFLCUSAT 3694.64 Large Cap USA Equity Index
    WFLCUSAT May 6, 1999

    Large Cap USA Equity Index

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    Snapshot

    as of 11/13/2019

    • 3694.64 Total Return Value
    • NA Market Capitalization
    • WFLCUSAP Price Return Symbol
    • 984 Number of Holdings
    • NA Avg Market Capitalization
    • NA Price Earnings Ratio (P/E)
    More Info
  • WCHWMLPT 2967.24 Master Limited Partnerships
    WCHWMLPT December 31, 1999

    Master Limited Partnerships

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    Snapshot

    as of 11/13/2019

    • 2967.24 Total Return Value
    • $279,366,777,690 Market Capitalization
    • WML Price Return Symbol
    • 54 Number of Holdings
    • $5,173,458,846 Avg Market Capitalization
    • 11.42 Price Earnings Ratio (P/E)
    More Info
  • MLPXE 6858.64 Master Limited Partnerships ex Energy
    MLPXE April 2, 2014

    Master Limited Partnerships ex Energy

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    Snapshot

    as of 11/13/2019

    • 6858.64 Total Return Value
    • $52,994,848,284 Market Capitalization
    • MLPXEPX Price Return Symbol
    • 12 Number of Holdings
    • $4,416,237,357 Avg Market Capitalization
    • 29.76 Price Earnings Ratio (P/E)
    More Info
  • WFSCUSAT 5904.35 Small Cap USA Equity Index
    WFSCUSAT May 6, 1999

    Small Cap USA Equity Index

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    Snapshot

    as of 11/13/2019

    • 5904.35 Total Return Value
    • NA Market Capitalization
    • WFSCUSAP Price Return Symbol
    • 1999 Number of Holdings
    • NA Avg Market Capitalization
    • NA Price Earnings Ratio (P/E)
    More Info
  • WFUSR 3001.5 US REIT Index
    WFUSR January 1, 2010

    US REIT Index

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    Snapshot

    as of 11/13/2019

    • 3001.5 Total Return Value
    • $841,858,883,042 Market Capitalization
    • WFUSRP Price Return Symbol
    • 106 Number of Holdings
    • $7,942,064,934 Avg Market Capitalization
    • 50.83 Price Earnings Ratio (P/E)
    More Info
  • WFDMXUSG 156.72 Wells Fargo Developed Markets Equity Index
    WFDMXUSG September 18, 2012

    Wells Fargo Developed Markets Equity Index

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    Snapshot

    as of 11/13/2019

    • 156.72 Total Return Value
    • NA Market Capitalization
    • WFDMXUSL Price Return Symbol
    • 1247 Number of Holdings
    • NA Avg Market Capitalization
    • NA Price Earnings Ratio (P/E)
    More Info
  • WFDBDC 1283.58 Wells Fargo Diversified Business Development Company Index
    WFDBDC 12/31/13

    Wells Fargo Diversified Business Development Company Index

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    Snapshot

    as of 11/13/2019

    • 1283.58 Total Return Value
    • $34,156,866,729 Market Capitalization
    • WFDBDCPX Price Return Symbol
    • 45 Number of Holdings
    • $759,041,483 Avg Market Capitalization
    • NA Price Earnings Ratio (P/E)
    More Info
  • WFEMG 130.72 Wells Fargo Emerging Markets Equity Index
    WFEMG August 21,2012

    Wells Fargo Emerging Markets Equity Index

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    Snapshot

    as of 11/13/2019

    • 130.72 Total Return Value
    • NA Market Capitalization
    • WFEML Price Return Symbol
    • 1574 Number of Holdings
    • NA Avg Market Capitalization
    • NA Price Earnings Ratio (P/E)
    More Info
  • WFFEEMG 1065.73 Wells Fargo Factor Enhanced Emerging Markets Index
    WFFEEMG April 28, 2017

    Wells Fargo Factor Enhanced Emerging Markets Index

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    Snapshot

    as of 11/13/2019

    • 1065.73 Total Return Value
    • NA Market Capitalization
    • WFFEEML Price Return Symbol
    • 1416 Number of Holdings
    • NA Avg Market Capitalization
    • NA Price Earnings Ratio (P/E)
    More Info
  • WFFEIG 1196.39 Wells Fargo Factor Enhanced International Index
    WFFEIG April 28, 2017

    Wells Fargo Factor Enhanced International Index

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    Snapshot

    as of 11/13/2019

    • 1196.39 Total Return Value
    • NA Market Capitalization
    • WFFEIL Price Return Symbol
    • 996 Number of Holdings
    • NA Avg Market Capitalization
    • NA Price Earnings Ratio (P/E)
    More Info

Hybrid & Preferred Indices

  • PFLOT 1467.65 Floating & Variable Rate Index
    PFLOT January 1, 2014

    Floating & Variable Rate Index

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    Snapshot

    as of 11/13/2019

    • 1467.65 Total Return Value
    • 5.81 Weighted Average Coupon
    • 328 Spread to 30 year UST
    • 230 Number of Holdings
    • 5.67 Weighted Average Yield
    • 3,999,534 Daily Trading Volume
    More Info
  • WHPSL 2601.86 Hybrid and Preferred Ex-Financials Index
    WHPSL January 1, 2005

    Hybrid and Preferred Ex-Financials Index

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    Snapshot

    as of 11/13/2019

    • 2601.86 Total Return Value
    • 6.19 Weighted Average Coupon
    • 290 Spread to 30 year UST
    • 125 Number of Holdings
    • 5.29 Weighted Average Yield
    • 4,381,769 Daily Trading Volume
    More Info
  • WAGG 2188.68 Hybrid and Preferred Securities Aggregate Index
    WAGG June 30, 2003

    Hybrid and Preferred Securities Aggregate Index

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    Snapshot

    as of 11/13/2019

    • 2188.68 Total Return Value
    • 5.79 Weighted Average Coupon
    • 314 Spread to 30 year UST
    • 164 Number of Holdings
    • 5.53 Weighted Average Yield
    • 7,291,641 Daily Trading Volume
    More Info
  • WHPSF 2357.33 Hybrid and Preferred Securities Financial Index
    WHPSF June 30, 2003

    Hybrid and Preferred Securities Financial Index

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    Snapshot

    as of 11/13/2019

    • 2357.33 Total Return Value
    • 5.94 Weighted Average Coupon
    • 327 Spread to 30 year UST
    • 98 Number of Holdings
    • 5.66 Weighted Average Yield
    • 5,808,684 Daily Trading Volume
    More Info
  • WHPSLR 1196.91 Hybrid and Preferred Securities Liquid REIT Index
    WHPSLR December 31, 1999

    Hybrid and Preferred Securities Liquid REIT Index

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    Snapshot

    as of 11/13/2019

    • 1196.91 Total Return Value
    • 6.28 Weighted Average Coupon
    • 309 Spread to 30 year UST
    • 73 Number of Holdings
    • 5.48 Weighted Average Yield
    • 2,015,959 Daily Trading Volume
    More Info
  • WHPSR 3201.54 Hybrid and Preferred Securities REIT Index
    WHPSR January 3, 2000

    Hybrid and Preferred Securities REIT Index

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    Snapshot

    as of 11/13/2019

    • 3201.54 Total Return Value
    • 6.36 Weighted Average Coupon
    • 401 Spread to 30 year UST
    • 125 Number of Holdings
    • 6.4 Weighted Average Yield
    • 2,296,415 Daily Trading Volume
    More Info

Fixed Income Indices

  • BABS 204 Build America Bonds
    BABS May 1, 2009

    Build America Bonds

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    • 296 Number of Holdings
    • 3.09 Weighted Average Yield
    • 19.61 Weighted Average Maturity

    Snapshot

    as of 11/13/2019

    • 204 Total Return Value
    • 6.15 Weighted Average Coupon
    • 9.79 Modified Duration
    More Info
  • BTSIWFIG 107.48 Wells Fargo International Government Bond Index
    BTSIWFIG May 31, 2017

    Wells Fargo International Government Bond Index

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    • 237 Number of Holdings

    Snapshot

    as of 11/13/2019

    • 107.48 Total Return Value
    More Info
  • I33822US 115.73 Wells Fargo Small Issuer Long Credit Index
    I33822US April 1, 2018

    Wells Fargo Small Issuer Long Credit Index

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    • 1634 Number of Holdings
    • 14.17 MAC Duration
    • 1.53 OAS
    • 23.70 Time To Maturity

    Snapshot

    as of 11/13/2019

    • 115.73 Total Return Value
    • 3.76 YTW
    • $1,190,255 Market Capitalization
    • 14.13 OAD
    More Info
  • WIGCTRUU 115.22 Wells Fargo U.S Investment Grade Corporate Bond Index
    WIGCTRUU April 1, 2017

    Wells Fargo U.S Investment Grade Corporate Bond Index

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    • 5813 Number of Holdings
    • 7.76 MAC Duration
    • 1.03 OAS
    • 11.25 Time To Maturity

    Snapshot

    as of 11/13/2019

    • 115.22 Total Return Value
    • 2.96 YTW
    • $5,755,186 Market Capitalization
    • 7.74 OAD
    More Info
  • WCBITRUU 110.76 Wells Fargo U.S. Core Bond Index
    WCBITRUU April 1, 2017

    Wells Fargo U.S. Core Bond Index

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    • 10667 Number of Holdings
    • 6.11 MAC Duration
    • 0.42 OAS
    • 7.97 Time To Maturity

    Snapshot

    as of 11/13/2019

    • 110.76 Total Return Value
    • 2.38 YTW
    • $23,013,726 Market Capitalization
    • 5.8 OAD
    More Info
  • WUHYTRUU 113.68 Wells Fargo U.S. High Yield Bond Index
    WUHYTRUU April 1, 2017

    Wells Fargo U.S. High Yield Bond Index

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    • 1266 Number of Holdings
    • 3.18 MAC Duration
    • 3.6 OAS
    • 5.72 Time To Maturity

    Snapshot

    as of 11/13/2019

    • 113.68 Total Return Value
    • 5.56 YTW
    • $1,234,076 Market Capitalization
    • 3.08 OAD
    More Info

Volatility Indices

  • WAVI 35.92 Wells Fargo All Market Volatility Index
    WAVI 9/20/2019

    Wells Fargo All Market Volatility Index

    View Details

    Snapshot

    as of 11/13/2019

    • 35.92 Current Index Value
    • 36.1 3m % change
    • 123.1 1y % change
    • 11.4 1m % change
    • 119.3 6m % change
    • 63.2 YTD % change
    More Info
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