Observatory · observe first

Wells Fargo

WFC · United States · Diversified Banks · matched S&P 500 member. Follow its market-weight contribution.

Historical time machine
Historical observation
20182026
Universe weight
0.499%
12M weight contribution
-0.100 pp
3M weight contribution
+0.129 pp
12M price return
+4.5%

Share of matched S&P 500 members

Monthly observations through Sep 2023

0.10.91.8201820192020202120222023

Company price index

A separate dimension from market allocation

386898201820192020202120222023

Historical observations

Most recent 24 observations at or before the selected month

MonthMarket capUniverse weight12M weight change12M returnAbove 6M weight average
Sep 2023$149.5bn0.499%-0.100 pp+4.5%Yes
Aug 2023$151.1bn0.481%-0.112 pp-2.8%Yes
Jul 2023$173.2bn0.378%-0.194 pp+8.1%No
Jun 2023$160.1bn0.370%-0.207 pp+12.0%No
May 2023$149.4bn0.369%-0.256 pp-10.6%No
Apr 2023$150.8bn0.509%-0.092 pp-6.6%No
Mar 2023$141.8bn0.484%-0.138 pp-20.9%No
Feb 2023$177.4bn0.624%-0.082 pp-10.1%Yes
Jan 2023$178.6bn0.611%-0.110 pp-10.8%Yes
Dec 2022$157.3bn0.568%-0.045 pp-11.9%No
Nov 2022$182.7bn0.620%-0.024 pp+2.7%Yes
Oct 2022$175.2bn0.622%-0.080 pp-8.2%Yes
Sep 2022$152.6bn0.600%-0.070 pp-11.5%Yes
Aug 2022$165.8bn0.593%-0.034 pp-2.4%No
Jul 2022$166.3bn0.571%-0.075 pp-2.8%No
Jun 2022$148.5bn0.577%-0.084 pp-11.9%No
May 2022$173.5bn0.625%-0.067 pp-0.2%No
Apr 2022$166.4bn0.602%-0.073 pp-1.7%No
Mar 2022$184.9bn0.622%+0.306 pp+25.9%No
Feb 2022$203.6bn0.706%+0.407 pp+49.8%Yes
Jan 2022$214.5bn0.721%+0.426 pp+82.5%Yes
Dec 2021$191.3bn0.613%+0.108 pp+61.1%No
Nov 2021$190.5bn0.644%+0.163 pp+77.1%No
Oct 2021$210.1bn0.702%+0.283 pp+141.9%Yes

Its weight is estimated market cap divided by the total estimated market cap of matched S&P 500 members for the month. This is not an official float-adjusted S&P index weight.