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

  • BIOSCTR 5478.65 Biotechnology Small Cap
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  • WFBDC 2501.05 Business Development Companies
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  • HEDGE 4952.02 Hedge Fund Manager Holdings
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  • WCHWMLPT 3094.55 Master Limited Partnerships
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  • MLPXE 5375.77 Master Limited Partnerships ex Energy
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  • BDCSCRD 1170.78 BDC Scorecard Weighted Index
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Hybrid & Preferred Securities Indices

  • WAGG 1962.81 Hybrid and Preferred Securities Aggregate Index
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  • WHPSL 2306.84 Hybrid and Preferred Ex-Financials Index
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  • WHPSF 2111.94 Hybrid and Preferred Securities Financial Index
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  • PFLOT 1332.58 Floating & Variable Rate Index
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  • WHPSR 2888.48 Hybrid and Preferred Securities REIT Index
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  • WHPSLR 1063.12 Hybrid and Preferred Securities Liquid REIT Index
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Fixed Income Indices

  • BABS 188.09 Build America Bonds
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