Wells Fargo (WFC) stock vs the S&P 500 and bank stocks
As of 2 October 2026, Wells Fargo (WFC) is beating bank stocks as a group (KBWB) but trailing the S&P 500 over the past three months.
Where Wells Fargo stands now
As of 2 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 is slipping: still ahead of bank stocks (KBWB) over three months, but behind over the past month. As a group, bank stocks are trailing the S&P 500 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.
WFC vs the S&P 500: returns
Wells Fargo and the S&P 500 (SPY) side by side, over each window Zensei tracks.
Prices as of · computed from daily adjusted closes · how we measure
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 analysisWhich ETFs hold Wells Fargo?
4 funds that Zensei tracks hold WFC, by weight. The fund with the largest weight is its sector on this page.
Wells Fargo competitors
The largest other holdings of Invesco KBW Bank ETF (KBWB), with their return over the past month.
Wells Fargo stock: common questions
Is Wells Fargo stock beating the S&P 500?
As of 2 October 2026, Wells Fargo (WFC) is down 7.6% over the past month. The S&P 500 is up 1.3% over the same month. Over three months, the stock is down 5.4% and the S&P 500 is up 3.6%.
Which ETFs hold Wells Fargo?
As of 2 October 2026, 4 funds that Zensei tracks hold WFC. Its largest weight is in Invesco KBW Bank ETF (KBWB), at 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%).
Who are Wells Fargo's competitors?
As of 2 October 2026, the largest other holdings of Invesco KBW Bank ETF (KBWB) 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.
Is Wells Fargo doing better than other bank stocks?
As of 2 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.
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.