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 1412.78 BDC Scorecard Weighted Index
    BDCSCRD September 30,2015

    BDC Scorecard Weighted Index

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    Snapshot

    as of 01/27/2020

    • 1412.78 Total Return Value
    • $30,565,874,593 Market Capitalization
    • BDCSCRDP Price Return Symbol
    • 17 Number of Holdings
    • $1,797,992,623 Avg Market Capitalization
    • 10.16 Price Earnings Ratio (P/E)
    More Info
  • BIOSCTR 5325.44 Biotechnology Small Cap
    BIOSCTR January 1, 2008

    Biotechnology Small Cap

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    Snapshot

    as of 01/27/2020

    • 5325.44 Total Return Value
    • $157,759,510,087 Market Capitalization
    • BIOSC Price Return Symbol
    • 240 Number of Holdings
    • $657,331,292 Avg Market Capitalization
    • N/A Price Earnings Ratio (P/E)
    More Info
  • WFBDC 2949.62 Business Development Companies
    WFBDC September 30, 2004

    Business Development Companies

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    Snapshot

    as of 01/27/2020

    • 2949.62 Total Return Value
    • $40,942,825,245 Market Capitalization
    • WFBDCPX Price Return Symbol
    • 45 Number of Holdings
    • $909,840,561 Avg Market Capitalization
    • 11.14 Price Earnings Ratio (P/E)
    More Info
  • WFFELCT 1437.16 Factor Enhanced Large Cap Equity Index
    WFFELCT April 12, 2017

    Factor Enhanced Large Cap Equity Index

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    Snapshot

    as of 01/27/2020

    • 1437.16 Total Return Value
    • NA Market Capitalization
    • WFFELCP Price Return Symbol
    • 810 Number of Holdings
    • NA Avg Market Capitalization
    • NA Price Earnings Ratio (P/E)
    More Info
  • WFFESCT 1276.18 Factor Enhanced Small Cap Equity Index
    WFFESCT April 12, 2017

    Factor Enhanced Small Cap Equity Index

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    Snapshot

    as of 01/27/2020

    • 1276.18 Total Return Value
    • NA Market Capitalization
    • WFFESCP Price Return Symbol
    • 1577 Number of Holdings
    • NA Avg Market Capitalization
    • NA Price Earnings Ratio (P/E)
    More Info
  • HEDGE 6802.37 Hedge Fund Manager Holdings
    HEDGE March 31, 2005

    Hedge Fund Manager Holdings

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    Snapshot

    as of 01/27/2020

    • 6802.37 Total Return Value
    • $17,396,990,723,467 Market Capitalization
    • HEDGEPX Price Return Symbol
    • 100 Number of Holdings
    • $173,969,907,235 Avg Market Capitalization
    • 28.17 Price Earnings Ratio (P/E)
    More Info
  • WFLCUSAT 3956.61 Large Cap USA Equity Index
    WFLCUSAT May 6, 1999

    Large Cap USA Equity Index

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    Snapshot

    as of 01/27/2020

    • 3956.61 Total Return Value
    • NA Market Capitalization
    • WFLCUSAP Price Return Symbol
    • 978 Number of Holdings
    • NA Avg Market Capitalization
    • NA Price Earnings Ratio (P/E)
    More Info
  • WCHWMLPT 3077.16 Master Limited Partnerships
    WCHWMLPT December 31, 1999

    Master Limited Partnerships

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    Snapshot

    as of 01/27/2020

    • 3077.16 Total Return Value
    • $269,858,791,553 Market Capitalization
    • WML Price Return Symbol
    • 49 Number of Holdings
    • $5,507,322,277 Avg Market Capitalization
    • 11.22 Price Earnings Ratio (P/E)
    More Info
  • MLPXE 7151.22 Master Limited Partnerships ex Energy
    MLPXE April 2, 2014

    Master Limited Partnerships ex Energy

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    Snapshot

    as of 01/27/2020

    • 7151.22 Total Return Value
    • $54,691,587,517 Market Capitalization
    • MLPXEPX Price Return Symbol
    • 12 Number of Holdings
    • $4,557,632,293 Avg Market Capitalization
    • 31.88 Price Earnings Ratio (P/E)
    More Info
  • WFSCUSAT 6152.04 Small Cap USA Equity Index
    WFSCUSAT May 6, 1999

    Small Cap USA Equity Index

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    Snapshot

    as of 01/27/2020

    • 6152.04 Total Return Value
    • NA Market Capitalization
    • WFSCUSAP Price Return Symbol
    • 1976 Number of Holdings
    • NA Avg Market Capitalization
    • NA Price Earnings Ratio (P/E)
    More Info
  • WFUSR 3153.29 US REIT Index
    WFUSR January 1, 2010

    US REIT Index

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    Snapshot

    as of 01/27/2020

    • 3153.29 Total Return Value
    • $880,952,269,355 Market Capitalization
    • WFUSRP Price Return Symbol
    • 106 Number of Holdings
    • $8,310,870,466 Avg Market Capitalization
    • 53.19 Price Earnings Ratio (P/E)
    More Info
  • WFDMXUSG 162.43 Wells Fargo Developed Markets Equity Index
    WFDMXUSG September 18, 2012

    Wells Fargo Developed Markets Equity Index

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    Snapshot

    as of 01/27/2020

    • 162.43 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 1340.17 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 01/27/2020

    • 1340.17 Total Return Value
    • $40,942,825,245 Market Capitalization
    • WFDBDCPX Price Return Symbol
    • 45 Number of Holdings
    • $909,840,561 Avg Market Capitalization
    • NA Price Earnings Ratio (P/E)
    More Info
  • WFEMG 138.64 Wells Fargo Emerging Markets Equity Index
    WFEMG August 21,2012

    Wells Fargo Emerging Markets Equity Index

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    Snapshot

    as of 01/27/2020

    • 138.64 Total Return Value
    • NA Market Capitalization
    • WFEML Price Return Symbol
    • 1576 Number of Holdings
    • NA Avg Market Capitalization
    • NA Price Earnings Ratio (P/E)
    More Info
  • WFFEEMG 1113.23 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 01/27/2020

    • 1113.23 Total Return Value
    • NA Market Capitalization
    • WFFEEML Price Return Symbol
    • 1414 Number of Holdings
    • NA Avg Market Capitalization
    • NA Price Earnings Ratio (P/E)
    More Info
  • WFFEIG 1253.42 Wells Fargo Factor Enhanced International Index
    WFFEIG April 28, 2017

    Wells Fargo Factor Enhanced International Index

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    Snapshot

    as of 01/27/2020

    • 1253.42 Total Return Value
    • NA Market Capitalization
    • WFFEIL Price Return Symbol
    • 993 Number of Holdings
    • NA Avg Market Capitalization
    • NA Price Earnings Ratio (P/E)
    More Info

Hybrid & Preferred Indices

  • PFLOT 1503.51 Floating & Variable Rate Index
    PFLOT January 1, 2014

    Floating & Variable Rate Index

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    Snapshot

    as of 01/27/2020

    • 1503.51 Total Return Value
    • 5.78 Weighted Average Coupon
    • 357 Spread to 30 year UST
    • 235 Number of Holdings
    • 5.67 Weighted Average Yield
    • 4,425,117 Daily Trading Volume
    More Info
  • WHPSL 2713.26 Hybrid and Preferred Ex-Financials Index
    WHPSL January 1, 2005

    Hybrid and Preferred Ex-Financials Index

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    Snapshot

    as of 01/27/2020

    • 2713.26 Total Return Value
    • 6.16 Weighted Average Coupon
    • 299 Spread to 30 year UST
    • 128 Number of Holdings
    • 5.09 Weighted Average Yield
    • 7,914,464 Daily Trading Volume
    More Info
  • WAGG 2248.25 Hybrid and Preferred Securities Aggregate Index
    WAGG June 30, 2003

    Hybrid and Preferred Securities Aggregate Index

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    Snapshot

    as of 01/27/2020

    • 2248.25 Total Return Value
    • 5.75 Weighted Average Coupon
    • 331 Spread to 30 year UST
    • 166 Number of Holdings
    • 5.41 Weighted Average Yield
    • 8,004,984 Daily Trading Volume
    More Info
  • WHPSF 2415.33 Hybrid and Preferred Securities Financial Index
    WHPSF June 30, 2003

    Hybrid and Preferred Securities Financial Index

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    Snapshot

    as of 01/27/2020

    • 2415.33 Total Return Value
    • 5.87 Weighted Average Coupon
    • 340 Spread to 30 year UST
    • 100 Number of Holdings
    • 5.5 Weighted Average Yield
    • 6,910,178 Daily Trading Volume
    More Info
  • WHPSLR 1241.25 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 01/27/2020

    • 1241.25 Total Return Value
    • 6.19 Weighted Average Coupon
    • 277 Spread to 30 year UST
    • 69 Number of Holdings
    • 4.87 Weighted Average Yield
    • 1,663,365 Daily Trading Volume
    More Info
  • WHPSR 3263.01 Hybrid and Preferred Securities REIT Index
    WHPSR January 3, 2000

    Hybrid and Preferred Securities REIT Index

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    Snapshot

    as of 01/27/2020

    • 3263.01 Total Return Value
    • 6.27 Weighted Average Coupon
    • 418 Spread to 30 year UST
    • 120 Number of Holdings
    • 6.28 Weighted Average Yield
    • 2,663,065 Daily Trading Volume
    More Info

Fixed Income Indices

  • BABS 211.31 Build America Bonds
    BABS May 1, 2009

    Build America Bonds

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    • 294 Number of Holdings
    • 2.77 Weighted Average Yield
    • 19.04 Weighted Average Maturity

    Snapshot

    as of 01/27/2020

    • 211.31 Total Return Value
    • 6.04 Weighted Average Coupon
    • 9.82 Modified Duration
    More Info
  • BTSIWFIG 109.09 Wells Fargo International Government Bond Index
    BTSIWFIG May 31, 2017

    Wells Fargo International Government Bond Index

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    • 110 Number of Holdings

    Snapshot

    as of 01/27/2020

    • 109.09 Total Return Value
    More Info
  • I33822US 122.71 Wells Fargo Small Issuer Long Credit Index
    I33822US April 1, 2018

    Wells Fargo Small Issuer Long Credit Index

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    • 1664 Number of Holdings
    • 14.43 MAC Duration
    • 1.40 OAS
    • 23.78 Time To Maturity

    Snapshot

    as of 01/27/2020

    • 122.71 Total Return Value
    • 3.40 YTW
    • $1,258,422 Market Capitalization
    • 14.43 OAD
    More Info
  • WIGCTRUU 119.14 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
    • 7.96 MAC Duration
    • 0.94 OAS
    • 11.44 Time To Maturity

    Snapshot

    as of 01/27/2020

    • 119.14 Total Return Value
    • 2.65 YTW
    • $5,902,876 Market Capitalization
    • 7.95 OAD
    More Info
  • WCBITRUU 113.03 Wells Fargo U.S. Core Bond Index
    WCBITRUU April 1, 2017

    Wells Fargo U.S. Core Bond Index

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    • 10741 Number of Holdings
    • 6.13 MAC Duration
    • 0.39 OAS
    • 7.95 Time To Maturity

    Snapshot

    as of 01/27/2020

    • 113.03 Total Return Value
    • 2.13 YTW
    • $23,466,493 Market Capitalization
    • 5.80 OAD
    More Info
  • WUHYTRUU 116.48 Wells Fargo U.S. High Yield Bond Index
    WUHYTRUU April 1, 2017

    Wells Fargo U.S. High Yield Bond Index

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    • 1236 Number of Holdings
    • 3.09 MAC Duration
    • 3.56 OAS
    • 5.79 Time To Maturity

    Snapshot

    as of 01/27/2020

    • 116.48 Total Return Value
    • 5.29 YTW
    • $1,275,963 Market Capitalization
    • 2.99 OAD
    More Info

Volatility Indices

  • WAVI 19.41 Wells Fargo All Market Volatility Index
    WAVI 9/20/2019

    Wells Fargo All Market Volatility Index

    View Details

    Snapshot

    as of 01/27/2020

    • 19.41 Current Index Value
    • -43.8 3m % change
    • -18.8 1y % change
    • -14.8 1m % change
    • 11.0 6m % change
    • -11.8 YTD % change
    More Info
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