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 1132.58 BDC Scorecard Weighted Index
    BDCSCRD September 30,2015

    BDC Scorecard Weighted Index

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    Snapshot

    as of 06/07/2020

    • 1132.58 Total Return Value
    • $23,194,787,365 Market Capitalization
    • BDCSCRDP Price Return Symbol
    • 17 Number of Holdings
    • $1,364,399,257 Avg Market Capitalization
    • 9.63 Price Earnings Ratio (P/E)
    More Info
  • BIOSCTR 5924.14 Biotechnology Small Cap
    BIOSCTR January 1, 2008

    Biotechnology Small Cap

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    Snapshot

    as of 06/07/2020

    • 5924.14 Total Return Value
    • $161,942,952,304 Market Capitalization
    • BIOSC Price Return Symbol
    • 231 Number of Holdings
    • $701,051,742 Avg Market Capitalization
    • N/A Price Earnings Ratio (P/E)
    More Info
  • WFBDC 2236.29 Business Development Companies
    WFBDC September 30, 2004

    Business Development Companies

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    Snapshot

    as of 06/07/2020

    • 2236.29 Total Return Value
    • $30,393,478,846 Market Capitalization
    • WFBDCPX Price Return Symbol
    • 37 Number of Holdings
    • $821,445,374 Avg Market Capitalization
    • 11.06 Price Earnings Ratio (P/E)
    More Info
  • WFFELCT 1357.21 Factor Enhanced Large Cap Equity Index
    WFFELCT April 12, 2017

    Factor Enhanced Large Cap Equity Index

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    Snapshot

    as of 06/07/2020

    • 1357.21 Total Return Value
    • NA Market Capitalization
    • WFFELCP Price Return Symbol
    • 806 Number of Holdings
    • NA Avg Market Capitalization
    • NA Price Earnings Ratio (P/E)
    More Info
  • WFFESCT 1148.22 Factor Enhanced Small Cap Equity Index
    WFFESCT April 12, 2017

    Factor Enhanced Small Cap Equity Index

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    Snapshot

    as of 06/07/2020

    • 1148.22 Total Return Value
    • NA Market Capitalization
    • WFFESCP Price Return Symbol
    • 1547 Number of Holdings
    • NA Avg Market Capitalization
    • NA Price Earnings Ratio (P/E)
    More Info
  • HEDGE 6831.6 Hedge Fund Manager Holdings
    HEDGE March 31, 2005

    Hedge Fund Manager Holdings

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    Snapshot

    as of 06/07/2020

    • 6831.6 Total Return Value
    • $17,853,157,849,940 Market Capitalization
    • HEDGEPX Price Return Symbol
    • 100 Number of Holdings
    • $178,531,578,499 Avg Market Capitalization
    • 40.75 Price Earnings Ratio (P/E)
    More Info
  • WFLCUSAT 3862.19 Large Cap USA Equity Index
    WFLCUSAT May 6, 1999

    Large Cap USA Equity Index

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    Snapshot

    as of 06/07/2020

    • 3862.19 Total Return Value
    • NA Market Capitalization
    • WFLCUSAP Price Return Symbol
    • 995 Number of Holdings
    • NA Avg Market Capitalization
    • NA Price Earnings Ratio (P/E)
    More Info
  • WCHWMLPT 2430.42 Master Limited Partnerships
    WCHWMLPT December 31, 1999

    Master Limited Partnerships

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    Snapshot

    as of 06/07/2020

    • 2430.42 Total Return Value
    • $191,239,049,548 Market Capitalization
    • WML Price Return Symbol
    • 47 Number of Holdings
    • $4,068,915,948 Avg Market Capitalization
    • 9.33 Price Earnings Ratio (P/E)
    More Info
  • MLPXE 5500.2 Master Limited Partnerships ex Energy
    MLPXE April 2, 2014

    Master Limited Partnerships ex Energy

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    Snapshot

    as of 06/07/2020

    • 5500.2 Total Return Value
    • $30,709,378,235 Market Capitalization
    • MLPXEPX Price Return Symbol
    • 10 Number of Holdings
    • $3,070,937,823 Avg Market Capitalization
    • N/A Price Earnings Ratio (P/E)
    More Info
  • WFSCUSAT 5885.64 Small Cap USA Equity Index
    WFSCUSAT May 6, 1999

    Small Cap USA Equity Index

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    Snapshot

    as of 06/07/2020

    • 5885.64 Total Return Value
    • NA Market Capitalization
    • WFSCUSAP Price Return Symbol
    • 1989 Number of Holdings
    • NA Avg Market Capitalization
    • NA Price Earnings Ratio (P/E)
    More Info
  • WFUSR 2689.22 US REIT Index
    WFUSR January 1, 2010

    US REIT Index

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    Snapshot

    as of 06/07/2020

    • 2689.22 Total Return Value
    • $757,078,070,143 Market Capitalization
    • WFUSRP Price Return Symbol
    • 105 Number of Holdings
    • $7,210,267,335 Avg Market Capitalization
    • 50.62 Price Earnings Ratio (P/E)
    More Info
  • WFDMXUSG 149.44 Wells Fargo Developed Markets Equity Index
    WFDMXUSG September 18, 2012

    Wells Fargo Developed Markets Equity Index

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    Snapshot

    as of 06/07/2020

    • 149.44 Total Return Value
    • NA Market Capitalization
    • WFDMXUSL Price Return Symbol
    • 1245 Number of Holdings
    • NA Avg Market Capitalization
    • NA Price Earnings Ratio (P/E)
    More Info
  • WFDBDC 1009.47 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 06/07/2020

    • 1009.47 Total Return Value
    • $30,393,478,846 Market Capitalization
    • WFDBDCPX Price Return Symbol
    • 37 Number of Holdings
    • $821,445,374 Avg Market Capitalization
    • NA Price Earnings Ratio (P/E)
    More Info
  • WFEMG 123.77 Wells Fargo Emerging Markets Equity Index
    WFEMG August 21,2012

    Wells Fargo Emerging Markets Equity Index

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    Snapshot

    as of 06/07/2020

    • 123.77 Total Return Value
    • NA Market Capitalization
    • WFEML Price Return Symbol
    • 1579 Number of Holdings
    • NA Avg Market Capitalization
    • NA Price Earnings Ratio (P/E)
    More Info
  • WFFEEMG 950.6 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 06/07/2020

    • 950.6 Total Return Value
    • NA Market Capitalization
    • WFFEEML Price Return Symbol
    • 1524 Number of Holdings
    • NA Avg Market Capitalization
    • NA Price Earnings Ratio (P/E)
    More Info
  • WFFEIG 1162.49 Wells Fargo Factor Enhanced International Index
    WFFEIG April 28, 2017

    Wells Fargo Factor Enhanced International Index

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    Snapshot

    as of 06/07/2020

    • 1162.49 Total Return Value
    • NA Market Capitalization
    • WFFEIL Price Return Symbol
    • 995 Number of Holdings
    • NA Avg Market Capitalization
    • NA Price Earnings Ratio (P/E)
    More Info

Hybrid & Preferred Indices

  • PFLOT 1410.63 Floating & Variable Rate Index
    PFLOT January 1, 2014

    Floating & Variable Rate Index

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    Snapshot

    as of 06/07/2020

    • 1410.63 Total Return Value
    • 5.59 Weighted Average Coupon
    • 411 Spread to 30 year UST
    • 245 Number of Holdings
    • 5.79 Weighted Average Yield
    • 7,913,871 Daily Trading Volume
    More Info
  • WHPSL 2562.54 Hybrid and Preferred Ex-Financials Index
    WHPSL January 1, 2005

    Hybrid and Preferred Ex-Financials Index

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    Snapshot

    as of 06/07/2020

    • 2562.54 Total Return Value
    • 6.15 Weighted Average Coupon
    • 396 Spread to 30 year UST
    • 133 Number of Holdings
    • 5.64 Weighted Average Yield
    • 11,718,684 Daily Trading Volume
    More Info
  • WAGG 2204.96 Hybrid and Preferred Securities Aggregate Index
    WAGG June 30, 2003

    Hybrid and Preferred Securities Aggregate Index

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    Snapshot

    as of 06/07/2020

    • 2204.96 Total Return Value
    • 5.64 Weighted Average Coupon
    • 381 Spread to 30 year UST
    • 162 Number of Holdings
    • 5.49 Weighted Average Yield
    • 10,437,595 Daily Trading Volume
    More Info
  • WHPSF 2372.31 Hybrid and Preferred Securities Financial Index
    WHPSF June 30, 2003

    Hybrid and Preferred Securities Financial Index

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    Snapshot

    as of 06/07/2020

    • 2372.31 Total Return Value
    • 5.79 Weighted Average Coupon
    • 397 Spread to 30 year UST
    • 99 Number of Holdings
    • 5.65 Weighted Average Yield
    • 8,476,609 Daily Trading Volume
    More Info
  • WHPSLR 1156.91 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 06/07/2020

    • 1156.91 Total Return Value
    • 6.08 Weighted Average Coupon
    • 571 Spread to 30 year UST
    • 71 Number of Holdings
    • 6.98 Weighted Average Yield
    • 4,297,343 Daily Trading Volume
    More Info
  • WHPSR 3014.5 Hybrid and Preferred Securities REIT Index
    WHPSR January 3, 2000

    Hybrid and Preferred Securities REIT Index

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    Snapshot

    as of 06/07/2020

    • 3014.5 Total Return Value
    • 6.26 Weighted Average Coupon
    • 524 Spread to 30 year UST
    • 119 Number of Holdings
    • 6.92 Weighted Average Yield
    • 4,180,442 Daily Trading Volume
    More Info

Fixed Income Indices

  • BABS 208.97 Build America Bonds
    BABS May 1, 2009

    Build America Bonds

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    • 274 Number of Holdings
    • 2.65 Weighted Average Yield
    • 18.39 Weighted Average Maturity

    Snapshot

    as of 06/07/2020

    • 208.97 Total Return Value
    • 5.94 Weighted Average Coupon
    • 9.5 Modified Duration
    More Info
  • BTSIWFIG 108.37 Wells Fargo International Government Bond Index
    BTSIWFIG May 31, 2017

    Wells Fargo International Government Bond Index

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    • 142 Number of Holdings

    Snapshot

    as of 06/07/2020

    • 108.37 Total Return Value
    More Info
  • I33822US 122.19 Wells Fargo Small Issuer Long Credit Index
    I33822US April 1, 2018

    Wells Fargo Small Issuer Long Credit Index

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    • 1773 Number of Holdings
    • 14.52 MAC Duration
    • 2.10 OAS
    • 23.75 Time To Maturity

    Snapshot

    as of 06/07/2020

    • 122.19 Total Return Value
    • 3.39 YTW
    • $1,339,830 Market Capitalization
    • 14.65 OAD
    More Info
  • WIGCTRUU 120.71 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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    • 6151 Number of Holdings
    • 8.35 MAC Duration
    • 1.45 OAS
    • 11.91 Time To Maturity

    Snapshot

    as of 06/07/2020

    • 120.71 Total Return Value
    • 2.30 YTW
    • $6,394,959 Market Capitalization
    • 8.41 OAD
    More Info
  • WCBITRUU 116.9 Wells Fargo U.S. Core Bond Index
    WCBITRUU April 1, 2017

    Wells Fargo U.S. Core Bond Index

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    • 11306 Number of Holdings
    • 6.26 MAC Duration
    • 0.64 OAS
    • 8.12 Time To Maturity

    Snapshot

    as of 06/07/2020

    • 116.9 Total Return Value
    • 1.42 YTW
    • $23,526,627 Market Capitalization
    • 6.01 OAD
    More Info
  • WUHYTRUU 114.69 Wells Fargo U.S. High Yield Bond Index
    WUHYTRUU April 1, 2017

    Wells Fargo U.S. High Yield Bond Index

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    • 1410 Number of Holdings
    • 3.66 MAC Duration
    • 5.25 OAS
    • 6.14 Time To Maturity

    Snapshot

    as of 06/07/2020

    • 114.69 Total Return Value
    • 5.99 YTW
    • $1,375,643 Market Capitalization
    • 3.55 OAD
    More Info

Volatility Indices

  • WAVI 80.7 Wells Fargo All Market Volatility Index
    WAVI 9/20/2019

    Wells Fargo All Market Volatility Index

    View Details

    Snapshot

    as of 06/07/2020

    • 80.7 Current Index Value
    • 245.5 3m % change
    • 474.5 1y % change
    • 5.5 1m % change
    • 214.5 6m % change
    • 312.3 YTD % change
    More Info
stagecoach

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©2020 Wells Fargo & Company. All rights reserved. Member FDIC Securities and Insurance Products not Insured by FDIC or any Federal Government Agency May lose value Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate Wells Fargo Securities, LLC ("WFS") is a U.S. broker-dealer registered with the U.S. Securities and Exchange Commission and a member of the Financial Industry Regulatory Authority and the Securities Investor Protection Corporation. Wells Fargo Securities International Limited is a U.K. incorporated investment firm authorized and regulated by the Financial Conduct Authority.

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