Stocks / Banking
WFCBanking
Wells Fargo & Co.
$86.691d -0.2%5d -2.7%settled close · 2026-09-17
Mkt cap $245B (3/25)β 0.7352w $73–96Shares 3.09BInd. National Commercial BanksNYSE since 1962Emp. 205,000HQ San Francisco, CAwellsfargo.com
The tape, with the calls on it
Who said what, and what WFC did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about WFC
6 longlatest 2026-07-10
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-07-10 | Macrae Sykes | Bullish | Bloomberg Television | Wells Fargo is a laggard bank trading at 1.6x tangible book with an improving ROE trajectory, balance sheet… |
| 2026-01-16 | Stephan LinkChief investment strategist, Hightower | Bullish | CNBC Halftime Final Trades | Wells Fargo's pending asset cap removal in 2026 is a structural catalyst that will allow it to take market… |
| 2023-04-19 | Bill NygrenPortfolio manager, Oakmark Funds | Bullish | CNBC Television | Large banks like Wells Fargo have seasoned, sticky deposits that justify holding longer-term assets, and… |
| 2023-03-07 | Stephanie Link (Hightower)Chief Investment Strategist, Hightower | Bullish | CNBC Halftime Committee | Diversified revenue mix with capital markets and wealth management bottoming, stock is cheap at 1.2x book… |
| 2016-06-22 | Thomas RussoManaging Member, Gardner Russo & Quinn | Bullish | Tom Russo | Wells Fargo's long-term management orientation aligns with a portfolio strategy focused on tax-deferred… |
| 2009-03-28 | Whitney TilsonFormer hedge fund manager — T2 Partners | Bullish | interview | Wells Fargo generates $8-10B in profit per quarter which keeps pace with expected $50-120B in losses spread… |
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Earnings
Next report: 13 Oct 2026 before the open
Confirmed date · consensus EPS 1.86. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where WFC’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 7 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-08-17 | ||||||
| 2026-07-14 | ||||||
| 2026-07-13 | ||||||
| 2026-05-11 | ||||||
| 2026-04-15 | ||||||
| 2026-04-14 | ||||||
| 2026-04-09 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
WFC is in this morning’s Brief.
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