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 1206 BDC Scorecard Weighted Index
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  • BIOSCTR 4479.04 Biotechnology Small Cap
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  • WFBDC 2525.2 Business Development Companies
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  • WFFELCT 1193.23 Factor Enhanced Large Cap Equity Index
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  • WFFESCT 1161.07 Factor Enhanced Small Cap Equity Index
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  • HEDGE 5195.84 Hedge Fund Manager Holdings
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  • WFLCUSAT 3194.23 Large Cap USA Equity Index
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  • WCHWMLPT 3139.2 Master Limited Partnerships
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  • MLPXE 5477.75 Master Limited Partnerships ex Energy
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  • WFSCUSAT 5628.76 Small Cap USA Equity Index
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  • WFUSR 2660.55 US REIT Index
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  • WFDMXUSG 138.56 Wells Fargo Developed Markets Equity Index
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  • WFEMG 114.57 Wells Fargo Emerging Markets Equity Index
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  • WFFEEMG 981.61 Wells Fargo Factor Enhanced Emerging Markets Index
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  • WFFEIG 1066.18 Wells Fargo Factor Enhanced International Index
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Hybrid & Preferred Indices

  • PFLOT 1317.77 Floating & Variable Rate Index
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  • WHPSL 2315.22 Hybrid and Preferred Ex-Financials Index
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  • WAGG 1951.32 Hybrid and Preferred Securities Aggregate Index
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  • WHPSF 2123.29 Hybrid and Preferred Securities Financial Index
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  • WHPSLR 1051.4 Hybrid and Preferred Securities Liquid REIT Index
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  • WHPSR 2824.06 Hybrid and Preferred Securities REIT Index
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Fixed Income Indices

  • BABS 181.53 Build America Bonds
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  • BTSIWFIG 98.76 Wells Fargo International Government Bond Index
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  • I33822US 95.62 Wells Fargo Small Issuer Long Credit Index
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  • WIGCTRUU 101.3 Wells Fargo U.S Investment Grade Corporate Bond Index
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  • WCBITRUU 100.2 Wells Fargo U.S. Core Bond Index
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  • WUHYTRUU 105.47 Wells Fargo U.S. High Yield Bond Index
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