Joel Greenblatt's WFC Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 104,518 shares of Wells Fargo & Company (WFC) worth $8.76 M, representing 0.04% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in WFC, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2019, adding 810,059 shares. Largest reduction occurred in Q2 2019, reducing 1.12 M shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Wells Fargo & Company (WFC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Wells Fargo & Company (WFC) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +750,043 | Add 0.00% | 750,042 | $18.45 |
| Q3 2013 | -619,992 | Reduce 82.66% | 130,050 | $41.32 |
| Q4 2013 | -121,993 | Reduce 93.80% | 8,057 | $45.43 |
| Q1 2014 | -2,378 | Reduce 29.51% | 5,679 | $49.66 |
| Q2 2014 | -5,679 | Sold Out | 5,679 | $0.00 |
| Q4 2014 | +122,000 | New Buy | 122,000 | $54.82 |
| Q2 2015 | +623,955 | Add 511.44% | 745,955 | $26.23 |
| Q3 2015 | -120,297 | Reduce 16.13% | 625,658 | $20.77 |
| Q4 2015 | -618,667 | Reduce 98.88% | 6,991 | $54.36 |
| Q1 2016 | +120,960 | Add 1730.22% | 127,951 | $48.36 |
| Q2 2016 | +7,388 | Add 5.77% | 135,339 | $47.33 |
| Q3 2016 | -105,031 | Reduce 77.61% | 30,308 | $44.28 |
| Q4 2016 | +126,528 | Add 417.47% | 156,836 | $55.11 |
| Q1 2017 | -103,556 | Reduce 66.03% | 53,280 | $55.67 |
| Q2 2017 | +92,677 | Add 173.94% | 145,957 | $55.41 |
| Q3 2017 | -8,573 | Reduce 5.87% | 137,384 | $55.15 |
| Q4 2017 | +734 | Add 0.53% | 138,118 | $60.67 |
| Q1 2018 | +17,795 | Add 12.88% | 155,913 | $52.41 |
| Q2 2018 | +78,762 | Add 50.52% | 234,675 | $55.44 |
| Q3 2018 | +28,201 | Add 12.02% | 262,876 | $52.56 |
| Q4 2018 | +244,569 | Add 93.04% | 507,445 | $46.08 |
| Q1 2019 | +810,059 | Add 159.63% | 1.32 M | $48.32 |
| Q2 2019 | -1.12 M | Reduce 84.68% | 201,794 | $47.32 |
| Q3 2019 | -139,843 | Reduce 69.30% | 61,951 | $50.44 |
| Q4 2019 | +54,093 | Add 87.32% | 116,044 | $53.80 |
| Q1 2020 | +46,113 | Add 39.74% | 162,157 | $28.70 |
| Q2 2020 | +100,568 | Add 62.02% | 262,725 | $25.60 |
| Q3 2020 | -58,056 | Reduce 22.10% | 204,669 | $23.51 |
| Q4 2020 | +9,554 | Add 4.67% | 214,223 | $30.18 |
| Q1 2021 | -119,885 | Reduce 55.96% | 94,338 | $39.07 |
| Q2 2021 | -9,477 | Reduce 10.05% | 84,861 | $45.29 |
| Q3 2021 | -17,755 | Reduce 20.92% | 67,106 | $46.40 |
| Q4 2021 | -36,816 | Reduce 54.86% | 30,290 | $47.97 |
| Q1 2022 | +40,844 | Add 134.84% | 71,134 | $48.46 |
| Q2 2022 | -34,007 | Reduce 47.81% | 37,127 | $39.16 |
| Q3 2022 | -1,381 | Reduce 3.72% | 35,746 | $40.23 |
| Q4 2022 | -347 | Reduce 0.97% | 35,399 | $41.29 |
| Q1 2023 | -1,317 | Reduce 3.72% | 34,082 | $37.38 |
| Q2 2023 | -9,034 | Reduce 26.51% | 25,048 | $42.68 |
| Q3 2023 | -6,096 | Reduce 24.34% | 18,952 | $40.86 |
| Q4 2023 | -1,251 | Reduce 6.60% | 17,701 | $49.22 |
| Q1 2024 | +31,252 | Add 176.55% | 48,953 | $57.96 |
| Q2 2024 | +22,396 | Add 45.75% | 71,349 | $59.39 |
| Q3 2024 | +1,897 | Add 2.66% | 73,246 | $56.49 |
| Q4 2024 | +2,064 | Add 2.82% | 75,310 | $70.24 |
| Q1 2025 | +23,915 | Add 31.76% | 99,225 | $71.79 |
| Q2 2025 | +2,932 | Add 2.95% | 102,157 | $80.12 |
| Q3 2025 | +2,361 | Add 2.31% | 104,518 | $83.82 |
Joel Greenblatt's Wells Fargo & Company Investment FAQs
Joel Greenblatt first purchased Wells Fargo & Company (WFC) in Q2 2013, acquiring 750,042 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Wells Fargo & Company (WFC) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Wells Fargo & Company (WFC) was in Q1 2019, adding 1,317,504 shares worth $63.66 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 104,518 shares of Wells Fargo & Company (WFC), valued at approximately $8.76 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Wells Fargo & Company (WFC) represents approximately 0.04% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in Wells Fargo & Company (WFC) was 1,317,504 shares, as reported at the end of Q1 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.