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Beating bank stocks, trailing the market

Wells Fargo (WFC) stock vs the S&P 500 and bank stocks

As of 12 October 2026, Wells Fargo (WFC) is beating bank stocks as a group (KBWB) but trailing the S&P 500 over the past three months.

Prices as of Last update : First tracked: beating bank stocks, trailing the market
WFC 1M
−7.7%
S&P 500 1M
+2.1%
Funds that hold it
4
Weight in KBWB
8.1%

Where Wells Fargo stands now

As of 12 October 2026, Wells Fargo is behind the S&P 500 on every window Zensei tracks, from one month to one year. The market has preferred other stocks for some time.

Inside its group, WFC leads: it is ahead of bank stocks (KBWB) over both the past month and three months. As a group, bank stocks are among the weakest groups in the market right now. A strong stock in a weak group: it holds up while its peers struggle.

Wells Fargo is 8.1% of KBWB, so its moves weigh on the fund. It sits in 4 of the sector and theme funds Zensei tracks. The thing to watch is the market: it beats its peers, but the group as a whole is not keeping up with the S&P 500.

Wells Fargo competitors and peers

The largest other holdings of Invesco KBW Bank ETF (KBWB), by weight in the fund, with their plain return over the past month.

Stock
Weight
1M
8.1%−5.6%
MSMorgan Stanley
7.8%−11.4%
GSThe Goldman Sachs Group Inc
7.6%−13.1%
7.6%−13.0%
CCitigroup Inc
4.2%−5.0%
FITBFifth Third Bancorp
4.1%−6.4%
TFCTruist Financial Corp
4.0%−7.5%
COFCapital One Financial Corp
4.0%−3.4%
Each stock measured against the sector, with momentum and relative strengthUnlock with Premium

Is Wells Fargo in the S&P 500?

Yes

As of 12 October 2026, Wells Fargo is in the S&P 500. Its sector fund, Financials (XLF), holds it at 3.2% weight.

Every stock in one of the 11 S&P 500 sector funds is in the index. See Financial Stocks (XLF)

Wells Fargo ETF: the funds that hold WFC

4 funds that Zensei tracks hold WFC. The main sector is the fund Zensei groups it with. The other funds follow by weight.

Fund
Weight
KBWBBank StocksMain sector
Invesco KBW Bank ETF
8.1%
iShares U.S. Financial Services ETF
3.6%
Financial Select Sector SPDR
3.2%
SPDR S&P 1500 Momentum Tilt ETF
0.21%

WFC stock performance: 1-month, 3-month and 1-year vs the S&P 500

Wells Fargo and the S&P 500 (SPY) side by side, over each window Zensei tracks.

Window
WFC
S&P 500
1 week+2.3%+0.4%
2 weeks+0.4%+0.9%
1 month−7.7%+2.1%
3 months−4.4%+4.1%
6 months+3.2%+12.6%
1 year+9.7%+20.4%

Prices as of · computed from daily adjusted closes · how we measure

Zensei Edge

WFC against bank stocks, in depth

See the size of the gap between Wells Fargo and bank stocks (KBWB) over every window, its momentum and its relative strength, and where it sits among bank stocks.

See the full analysis

Wells Fargo stock: common questions

Who are Wells Fargo's competitors?

As of 12 October 2026, the largest other holdings of Invesco KBW Bank ETF (KBWB) by weight are JPMorgan Chase (JPM), Morgan Stanley (MS), The Goldman Sachs Group Inc (GS), Bank of America (BAC), Citigroup Inc (C). These are the stocks Wells Fargo sits next to among bank stocks.

Which ETFs hold Wells Fargo?

As of 12 October 2026, 4 funds that Zensei tracks hold WFC. Zensei groups it with bank stocks in Invesco KBW Bank ETF (KBWB), where its weight is 8.1%. It is also in iShares U.S. Financial Services ETF (IYG, 3.6%), Financial Select Sector SPDR (XLF, 3.2%), SPDR S&P 1500 Momentum Tilt ETF (MMTM, 0.2%).

Is Wells Fargo in the S&P 500?

As of 12 October 2026, Wells Fargo is in the S&P 500. Its sector fund, Financials (XLF), holds it at 3.2% weight.

What sector is Wells Fargo in?

As of 12 October 2026, Zensei groups Wells Fargo with bank stocks (KBWB, its primary fund). In the S&P 500, it is in the Financials sector fund (XLF). It is also in financial services stocks (IYG) and momentum stocks (MMTM).

Is Wells Fargo stock beating the S&P 500?

As of 12 October 2026, Wells Fargo (WFC) is down 7.7% over the past month. The S&P 500 is up 2.1% over the same month. Over three months, the stock is down 4.4% and the S&P 500 is up 4.1%.

Is Wells Fargo doing better than other bank stocks?

As of 12 October 2026, Wells Fargo (WFC) is ahead of bank stocks as a group (KBWB) over the past three months. Zensei Edge shows the size of the gap, its momentum and its relative strength.

Recent changes

  1. ·First tracked: beating bank stocks, trailing the market

Track Wells Fargo against bank stocks and the market

Zensei Edge maps 100+ sectors and themes against the S&P 500, with each stock inside them measured against its group.