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What smart money is saying about Wells Fargo & CompanyUnited States flag

WFC · Financial Services · Banks - Diversified · Market cap $276.27B

4 funds in our archive have pitched Wells Fargo & Company — most recently Artisan Value Income Strategy in December 2025.

Company profile

Wells Fargo & Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Investment Management. The Consumer Banking and Lending segment offers diversified financial products and services for consumers and small businesses. Its financial products and services include checking and savings accounts, and credit and debit cards, as well as home, auto, personal, and small business lending services. The Commercial Banking segment provides financial solutions to private, family owned, and certain public companies. Its products and services include banking and credit products across various industry sectors and municipalities, secured lending and lease products, and treasury management services. The Corporate and Investment Banking segment offers a suite of capital markets, banking, and financial products and services to corporate, commercial real estate, government, and institutional clients. Its products and services comprise corporate banking, investment banking, treasury management, commercial real estate lending and servicing, equity, and fixed income solutions, as well as sales, trading, and research capabilities services. The Wealth and Investment Management segment provides personalized wealth management, brokerage, financial planning, lending, private banking, and trust and fiduciary products and services to affluent, high-net worth, and ultra-high-net worth clients. It also operates through financial advisors. Wells Fargo & Company was founded in 1852 and is headquartered in San Francisco, California.

Fund coverage · 4 theses

  • Artisan Value Income Strategy
    December 2025

    Wells Fargo is a leading US bank with improving governance, rising ROTCE guidance after the asset cap lift, strong capital returns, a clean credit profile, and an attractive valuation.

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  • Davis Financial Fund
    December 2025

    Wells Fargo & Company is a large traditional U.S. bank with improving growth after asset-cap removal, cost discipline, surplus-capital buybacks, and a reasonable valuation versus expected high-teens ROTCE.

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  • Aristotle Value Equity
    September 2025

    With its asset cap lifted and turnaround efforts bearing fruit, Wells Fargo is positioned for renewed balance sheet growth, operational efficiency, and robust shareholder returns—making it a compelling value play with multiple catalysts for long-term appreciation.

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  • Artisan Value Income Strategy
    December 2024

    Wells Fargo is poised for long-term growth and improved profitability as it works to lift a $1.95 trillion asset cap imposed by the Federal Reserve while enhancing accountability and operational efficiency under CEO Charlie Scharf.

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