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.
About Us Reports and AnnouncementsEquity Indices
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BDCSCRD
1345.26
BDC Scorecard Weighted Index
BDCSCRD September 30,2015
BDC Scorecard Weighted Index
View DetailsSnapshot
as of 01/23/2021
- 1345.26 Total Return Value
- $26,073,152,544 Market Capitalization
- BDCSCRDP Price Return Symbol
More Info -
BIOSCTR
7620.14
Biotechnology Small Cap
BIOSCTR January 1, 2008
Biotechnology Small Cap
View DetailsSnapshot
as of 01/23/2021
- 7620.14 Total Return Value
- $148,071,415,208 Market Capitalization
- BIOSC Price Return Symbol
More Info -
WFBDC
2705.4
Business Development Companies
WFBDC September 30, 2004
Business Development Companies
View DetailsSnapshot
as of 01/23/2021
- 2705.4 Total Return Value
- $39,497,807,438 Market Capitalization
- WFBDCPX Price Return Symbol
More Info -
WFFELCT
1599.04
Factor Enhanced Large Cap Equity Index
WFFELCT April 12, 2017
Factor Enhanced Large Cap Equity Index
View DetailsSnapshot
as of 01/23/2021
- 1599.04 Total Return Value
- NA Market Capitalization
- WFFELCP Price Return Symbol
More Info -
WFFESCT
1570.14
Factor Enhanced Small Cap Equity Index
WFFESCT April 12, 2017
Factor Enhanced Small Cap Equity Index
View DetailsSnapshot
as of 01/23/2021
- 1570.14 Total Return Value
- NA Market Capitalization
- WFFESCP Price Return Symbol
More Info -
HEDGE
8521.53
Hedge Fund Manager Holdings
HEDGE March 31, 2005
Hedge Fund Manager Holdings
View DetailsSnapshot
as of 01/23/2021
- 8521.53 Total Return Value
- $15,245,839,676,367 Market Capitalization
- HEDGEPX Price Return Symbol
More Info -
WFLCUSAT
4827.83
Large Cap USA Equity Index
WFLCUSAT May 6, 1999
Large Cap USA Equity Index
View DetailsSnapshot
as of 01/23/2021
- 4827.83 Total Return Value
- NA Market Capitalization
- WFLCUSAP Price Return Symbol
More Info -
WCHWMLPT
2480.9
Master Limited Partnerships
WCHWMLPT December 31, 1999
Master Limited Partnerships
View DetailsSnapshot
as of 01/23/2021
- 2480.9 Total Return Value
- $178,218,302,734 Market Capitalization
- WML Price Return Symbol
More Info -
MLPXE
6092.85
Master Limited Partnerships ex Energy
MLPXE April 2, 2014
Master Limited Partnerships ex Energy
View DetailsSnapshot
as of 01/23/2021
- 6092.85 Total Return Value
- $44,268,529,058 Market Capitalization
- MLPXEPX Price Return Symbol
More Info -
WFSCUSAT
8440.65
Small Cap USA Equity Index
WFSCUSAT May 6, 1999
Small Cap USA Equity Index
View DetailsSnapshot
as of 01/23/2021
- 8440.65 Total Return Value
- NA Market Capitalization
- WFSCUSAP Price Return Symbol
More Info -
WFUSR
2849.25
US REIT Index
WFUSR January 1, 2010
US REIT Index
View DetailsSnapshot
as of 01/23/2021
- 2849.25 Total Return Value
- $747,953,145,094 Market Capitalization
- WFUSRP Price Return Symbol
More Info -
WFDMXUSG
181.48
Wells Fargo Developed Markets Equity Index
WFDMXUSG September 18, 2012
Wells Fargo Developed Markets Equity Index
View DetailsSnapshot
as of 01/23/2021
- 181.48 Total Return Value
- NA Market Capitalization
- WFDMXUSL Price Return Symbol
More Info -
WFDBDC
1317.57
Wells Fargo Diversified Business Development Company Index
WFDBDC 1170.63
Wells Fargo Diversified Business Development Company Index
View DetailsSnapshot
as of 01/23/2021
- 1317.57 Total Return Value
- NA Market Capitalization
- WFDBDCPX Price Return Symbol
More Info -
WFEMG
174.63
Wells Fargo Emerging Markets Equity Index
WFEMG August 21,2012
Wells Fargo Emerging Markets Equity Index
View DetailsSnapshot
as of 01/23/2021
- 174.63 Total Return Value
- NA Market Capitalization
- WFEML Price Return Symbol
More Info -
WFFEEMG
1344.25
Wells Fargo Factor Enhanced Emerging Markets Index
WFFEEMG April 28, 2017
Wells Fargo Factor Enhanced Emerging Markets Index
View DetailsSnapshot
as of 01/23/2021
- 1344.25 Total Return Value
- NA Market Capitalization
- WFFEEML Price Return Symbol
More Info -
WFFEIG
1374.37
Wells Fargo Factor Enhanced International Index
WFFEIG April 28, 2017
Wells Fargo Factor Enhanced International Index
View DetailsSnapshot
as of 01/23/2021
- 1374.37 Total Return Value
- NA Market Capitalization
- WFFEIL Price Return Symbol
More Info
Hybrid & Preferred Indices
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PFLOT
1569.31
Floating & Variable Rate Index
PFLOT January 1, 2014
Floating & Variable Rate Index
View DetailsSnapshot
as of 01/23/2021
- 1569.31 Total Return Value
- 5.36 Weighted Average Coupon
- 344 Spread to 30 year UST
More Info -
WHPSL
2888.38
Hybrid and Preferred Ex-Financials Index
WHPSL January 1, 2005
Hybrid and Preferred Ex-Financials Index
View DetailsSnapshot
as of 01/23/2021
- 2888.38 Total Return Value
- 6.13 Weighted Average Coupon
- 314 Spread to 30 year UST
More Info -
WAGG
2342.21
Hybrid and Preferred Securities Aggregate Index
WAGG June 30, 2003
Hybrid and Preferred Securities Aggregate Index
View DetailsSnapshot
as of 01/23/2021
- 2342.21 Total Return Value
- 5.52 Weighted Average Coupon
- 354 Spread to 30 year UST
More Info -
WHPSF
2543.15
Hybrid and Preferred Securities Financial Index
WHPSF June 30, 2003
Hybrid and Preferred Securities Financial Index
View DetailsSnapshot
as of 01/23/2021
- 2543.15 Total Return Value
- 5.59 Weighted Average Coupon
- 371 Spread to 30 year UST
More Info -
WHPSLR
0
Hybrid and Preferred Securities Liquid REIT Index
WHPSLR December 31, 1999
Hybrid and Preferred Securities Liquid REIT Index
View DetailsSnapshot
as of 01/23/2021
- 0 Total Return Value
- 6.07 Weighted Average Coupon
- 571 Spread to 30 year UST
More Info -
WHPSR
3305.62
Hybrid and Preferred Securities REIT Index
WHPSR January 3, 2000
Hybrid and Preferred Securities REIT Index
View DetailsSnapshot
as of 01/23/2021
- 3305.62 Total Return Value
- 6.12 Weighted Average Coupon
- 458 Spread to 30 year UST
More Info
Fixed Income Indices
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BABS
0
Build America Bonds
Build America Bonds
View Details- 260 Number of Holdings
- 0 Weighted Average Yield
- 0 Weighted Average Maturity
Snapshot
as of 01/23/2021
- 0 Total Return Value
- 0 Weighted Average Coupon
- 0 Modified Duration
More Info -
BTSIWFIG
114.15
Wells Fargo International Government Bond Index
Wells Fargo International Government Bond Index
View Details- 142 Number of Holdings
Snapshot
as of 01/23/2021
- 114.15 Total Return Value
More Info -
I33822US
132.56
Wells Fargo Small Issuer Long Credit Index
Wells Fargo Small Issuer Long Credit Index
View Details- 1894 Number of Holdings
- 14.89 MAC Duration
- 1.34 OAS
- 23.71 Time To Maturity
Snapshot
as of 01/23/2021
- 132.56 Total Return Value
- 2.93 YTW
- $1,440,109 Market Capitalization
- 15.06 OAD
More Info -
WIGCTRUU
126.86
Wells Fargo U.S Investment Grade Corporate Bond Index
Wells Fargo U.S Investment Grade Corporate Bond Index
View Details- 6376 Number of Holdings
- 8.56 MAC Duration
- 0.91 OAS
- 12.08 Time To Maturity
Snapshot
as of 01/23/2021
- 126.86 Total Return Value
- 1.83 YTW
- $6,789,166 Market Capitalization
- 8.64 OAD
More Info -
WCBITRUU
119.15
Wells Fargo U.S. Core Bond Index
Wells Fargo U.S. Core Bond Index
View Details- 11483 Number of Holdings
- 6.25 MAC Duration
- 0.58 OAS
- 8.04 Time To Maturity
Snapshot
as of 01/23/2021
- 119.15 Total Return Value
- 1.15 YTW
- $24,191,365 Market Capitalization
- 5.96 OAD
More Info -
WUHYTRUU
125.47
Wells Fargo U.S. High Yield Bond Index
Wells Fargo U.S. High Yield Bond Index
View Details- 1499 Number of Holdings
- 3.32 MAC Duration
- 3.41 OAS
- 6.43 Time To Maturity
Snapshot
as of 01/23/2021
- 125.47 Total Return Value
- 4.10 YTW
- $1,594,073 Market Capitalization
- 3.53 OAD
More Info
Volatility Indices
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WAVI
49
Wells Fargo All Market Volatility Index
WAVI 9/20/2019
Wells Fargo All Market Volatility Index
View DetailsSnapshot
as of 01/23/2021
- 49 Current Index Value
- 16 3m % change
- 41.4 1y % change
More Info