Wells Fargo Strategic Indexing provides comprehensive and specialized equity and fixed income benchmarks to fulfill institutional and retail investor's needs for portfolio benchmarking and performance evaluation. Wells Fargo currently maintains a variety of indices spanning corporate and municipal bonds, hybrid capital securities, common and preferred stock. The indices are unbiased in subjective factors, such as Wells Fargo's current inventories or management participation in the underwriting. The indices are generally capitalization weighted and rules based meaning to be included a security must meet all published eligibility criteria.

There are currently over 100 institutional subscribers with ~$50 billion benchmarked to Wells Fargo index products.

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Equity Indices

  • BDCSCRD 1163.7 BDC Scorecard Weighted Index
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  • BIOSCTR 5324.18 Biotechnology Small Cap
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  • WFBDC 2498 Business Development Companies
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  • WFFELCT 1151.65 Factor Enhanced Large Cap Equity Index
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  • WFFESCT 1210.73 Factor Enhanced Small Cap Equity Index
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  • HEDGE 5375.32 Hedge Fund Manager Holdings
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  • WFLCUSAT 3191.83 Large Cap USA Equity Index
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  • WCHWMLPT 3251.36 Master Limited Partnerships
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  • MLPXE 5621.29 Master Limited Partnerships ex Energy
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  • WFSCUSAT 6007.38 Small Cap USA Equity Index
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  • WFUSR 2450.32 US REIT Index
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  • WFDMXUSG 154 Wells Fargo Developed Markets Equity Index
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  • WFEMG 127.74 Wells Fargo Emerging Markets Equity Index
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  • WFFEEMG 1102.61 Wells Fargo Factor Enhanced Emerging Markets Index
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  • WFFEIG 1164.06 Wells Fargo Factor Enhanced International Index
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Hybrid & Preferred Indices

  • PFLOT 1317.58 Floating & Variable Rate Index
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  • WHPSL 2274.69 Hybrid and Preferred Ex-Financials Index
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  • WAGG 1953.84 Hybrid and Preferred Securities Aggregate Index
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  • WHPSF 2113.09 Hybrid and Preferred Securities Financial Index
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  • WHPSLR 1034.8 Hybrid and Preferred Securities Liquid REIT Index
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  • WHPSR 2792.65 Hybrid and Preferred Securities REIT Index
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Fixed Income Indices

  • BABS 182.55 Build America Bonds
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