Business Segments · Total loans

Wealth And Investment Management — Total loans

Wells Fargo & Company Wealth And Investment Management — Total loans decreased by 1.2% to $89.54B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 6.0%, from $84.44B to $89.54B. Over 3 years (FY 2022 to FY 2025), Wealth And Investment Management — Total loans shows relatively stable performance with a 0.8% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementSegment
CategoryGrowth
SignalHigher is better
VolatilityModerate
First reportedQ3 2021
Last reportedQ1 2026
Rolls up toTotal loans

How to read this metric

Growth indicates an expansion of the segment's credit portfolio and potential for increased interest income.

Detailed definition

This represents the total outstanding balance of all loans originated or held by the wealth management segment. It provi...

Peer comparison

Standard loan portfolio size metric for financial services segments.

Metric ID: wfc_segment_wealth_management_total_loans

Historical Data

19 periods
 Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$82.82B$84.10B$84.69B$85.34B$85.18B$84.27B$82.82B$82.46B$82.33B$82.56B$83.00B$83.34B$83.02B$84.34B$84.44B$84.99B$87.75B$90.64B$89.54B
QoQ Change+1.5%+0.7%+0.8%-0.2%-1.1%-1.7%-0.4%-0.2%+0.3%+0.5%+0.4%-0.4%+1.6%+0.1%+0.6%+3.2%+3.3%-1.2%
YoY Change+2.8%+0.2%-2.2%-3.4%-3.3%-2.0%+0.2%+1.1%+0.8%+2.2%+1.7%+2.0%+5.7%+7.5%+6.0%
Range$82.33B$90.64B
CAGR+1.7%
Avg YoY Growth+1.3%
Median YoY Growth+1.1%

Frequently Asked Questions

What is Wells Fargo & Company's wealth and investment management — total loans?
Wells Fargo & Company (WFC) reported wealth and investment management — total loans of $89.54B in Q1 2026.
How has Wells Fargo & Company's wealth and investment management — total loans changed year-over-year?
Wells Fargo & Company's wealth and investment management — total loans increased by 6.0% year-over-year, from $84.44B to $89.54B.
What is the long-term trend for Wells Fargo & Company's wealth and investment management — total loans?
Over 3 years (2022 to 2025), Wells Fargo & Company's wealth and investment management — total loans has grown at a 0.8% compound annual growth rate (CAGR), from $339.48B to $347.82B.
What does wealth and investment management — total loans mean?
The total value of all loans managed by the wealth management segment.