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 1137.84 BDC Scorecard Weighted Index
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  • BIOSCTR 5251.8 Biotechnology Small Cap
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  • WFBDC 2459.27 Business Development Companies
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  • WFFELCT 1135.57 Factor Enhanced Large Cap Equity Index
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  • WFFESCT 1120.29 Factor Enhanced Small Cap Equity Index
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  • HEDGE 5063.35 Hedge Fund Manager Holdings
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  • WFLCUSAT 3063.42 Large Cap USA Equity Index
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  • WCHWMLPT 3141.19 Master Limited Partnerships
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  • MLPXE 5251.04 Master Limited Partnerships ex Energy
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  • WFSCUSAT 5470.37 Small Cap USA Equity Index
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  • WFUSR 2609.95 US REIT Index
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Hybrid & Preferred Indices

  • PFLOT 1329.44 Floating & Variable Rate Index
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  • WHPSL 2318.6 Hybrid and Preferred Ex-Financials Index
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  • WAGG 1983.4 Hybrid and Preferred Securities Aggregate Index
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  • WHPSF 2133.84 Hybrid and Preferred Securities Financial Index
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  • WHPSLR 1078.9 Hybrid and Preferred Securities Liquid REIT Index
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  • WHPSR 2913.35 Hybrid and Preferred Securities REIT Index
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Fixed Income Indices

  • BABS 191.51 Build America Bonds
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