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MFWire: Wells Fargo Advantage Funds; Evergreen Funds; Stagecoach Funds
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Allspring Global Investments
525 Market Street
San Francisco, CA  94105
Google Maps

Main Phone: 800-222-8222
Web Site: http://www.wellsfargoadvantagefunds.com/

Mutual Fund Brand(s)
Wells Fargo Advantage Funds; Evergreen Funds; Stagecoach Funds

Research Links
Stock Data: SEC Filings | Yahoo! Quote
  • SEC Fund Filings by CIK

  • Background:
    On November 1, 2021, private equity firms GTCR and Reverence Capital Partners revealed the completion of their deal to spinoff Wells Fargo Asset Management (WFAM) from Wells Fargo & Company. As planned, WFAM rebranded as Allspring Global Investments. GTCR and Reverence together own a majority stake of Allspring, while employees own a chunk, and Wells Fargo itself retains a passive, 9.9-percent stake. The $2.1-billion deal was first unveiled back in February 2021, and rumors of the spinoff date at least as far back as October 2020.

    Wells Fargo is credited with being the first asset manager to offer an index product. The product was offered to institutional investors in 1971.

    In 1978 Wells Fargo launched tactical asset allocation separate account products for institutional investors that used modern portfolio theory developed by Harry Markowitz and William Sharpe. It added collective trust versions of the StageCoach asset allocation funds in 1984 and extended the concept to a family of Forty Act registered mutual funds in 1989. The funds are offered under the Stagecoach Funds brand.

    Targeting the 401(k) market, Wells Fargo Nikko launched its Lifepath family of target date funds in 1994. These funds are credited as being the first target date mutual funds. (Wells Fargo Nikko later exited the full-service 401(k) business, selling its recordkeeping arm to Merrill Lynch but retaining its asset management relationships with plan sponsors).

    The Wells Fargo Stagecoach Funds are merged with the Norwest Advantage Funds after Norwest Bank purchased Wells Fargo 1998. The Minneapolis-based Norwest adopted the Wells Fargo name and relocated its headquarters to San Francisco.

    SIFE Financial Services Fund
    Wells Fargo acquired SIFE Financial Services Fund in 2002.

    Cooke & Bieler Funds
    Adoption of Philadelphia-based Cooke & Bieler Funds adds large-cap, mid-cap, and tax-managed value funds to the Advantage lineup.

    Strong Funds
    Wells Fargo acquired Strong Funds in 2005 after Strong co-founder Richard "Dick" Strong was accused of market timing in the firm's funds by then New York Attorney General Eliot Spitzer. The Strong Funds were merged into the Wells Fargo Funds.

    Wachovia Evergreen Funds
    Wells Fargo Advantage Funds was merged with Wachovia's Evergreen Funds after the two banks merged in 2009. The combined families will have 128 funds, 49 fewer than the premerge number.
    Allspring Global Investments logo

    Sponsored Opportunities

    Key People:
    Joe Sullivan
    Chairman, CEO, Allspring Global Investments
    Kate Burke
    Incoming President, Allspring Global Investments (fka Wells Fargo AM)
    Wayne Badorf
    Head of Intermediary Sales, Asset Management Group, Wells Fargo
    Nico Marais
    Senior Advisor, Allspring Global Investments
    John Kenney
    Head of Strategic Initiatives, Allspring Global Investments (fka Wells Fargo AM)
    Karla Rabush
    President, Wells Fargo Advantage Funds
    Randy Henze
    Head of Institutional and Money Market Channels, Wells Fargo Advantage Funds
    Kirk Hartman
    President, Chief Investment Officer, Wells Capital Management
    Andrew Owen
    Head of Investment Review, Product and Operations Groups, Wells Fargo Advantage Funds
    Sarah Henrikson
    Manager of Retirement and College Planning, Wells Fargo Advantage Funds
    David Messman
    Senior Vice President, Attorney and Chief Legal Officer / Assistant General Counsel, Wells Fargo Funds Management, LLC / Wells Fargo
    Erdem Cimen
    Vice President, Head of Financial Operations, Wells Fargo Funds Management
    Amru Khan
    Executive Vice President, Head of Institutional Sales, Wells Fargo Asset Management
    Susan Frodl
    Senior Vice President, Head of Client Services, Wells
    Nancy Wiser
    Global Head of Fund Operations and Governance, Wells Fargo
    Debra Early
    Sr Rish Consultant, Business Risk Strategies
    Story Archive for Allspring Global Investments
    Published On Story Headline Publication
    5/22/2024 Money Fund Outflows Fall By $80B MFWire.com
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    4/26/2024 Despite a $33B Drop, Fidelity Still Leads MFWire.com
    3/27/2024 Schwab Pulls Ahead With $10.4B MFWire.com
    2/28/2024 Fidelity Repeats As These Inflows Rise By $44B MFWire.com
    1/26/2024 December Was a $118B Passive Month MFWire.com
    9/26/2023 Five of the Most Trusted Fund Firms In 2023 MFWire.com
    8/24/2023 JPMAM Flows Jump $27B MFWire.com
    7/28/2023 The $597B Half-Year MFWire.com
    6/2/2023 Sullivan Hires One AB C-Suiter While Two More Rise MFWire.com
    4/28/2023 One Month, $362B In Inflows MFWire.com
    1/31/2023 A $151B Quarter Almost Reverses a Rough Year MFWire.com
    12/20/2022 A $463B-AUM Firm Adopts a Familiar, $635MM Duo MFWire.com
    11/28/2022 Goldman Leads With $22B MFWire.com
    11/16/2022 WisdomTree Repeats With $2.068B MFWire.com
    9/12/2022 A U.S. Distro Chief Will Join a $476B-AUM Firm MFWire.com
    8/30/2022 The 7 Most Trusted Fund Firms of 2022 MFWire.com
    8/16/2022 ProShares Three-Peats, Netting About $3B MFWire.com
    3/25/2022 Targeting SMAs, a Legg Vet Joins a $575B-AUM AM's Leadership Team MFWire.com
    1/31/2022 Money Market Flows Fell 23 Percent Last Year, But ... MFWire.com
    12/28/2021 Where Will Allspring Expand Under Sullivan? MFWire.com
    12/9/2021 23 Fund Firms Win Big MFWire.com
    10/7/2021 How Is RM Evolving? MFWire.com
    7/27/2021 As a $604B-AUM Firm Rebrands, a New CEO Springs In MFWire.com
    4/15/2021 Some Fundsters and Fund Firms Sign a Voting Rights Ad MFWire.com
    4/12/2021 Week In Preview, April 12 - April 18 MFWire.com
    3/12/2021 100 Fund Firms Win Big, With Morgan Stanley Leading the Pack MFWire.com
    2/23/2021 Sullivan Resurfaces As PE Agrees to a $2.1B Acquisition MFWire.com
    1/15/2021 Two PE Firms May Buy a $607B-AUM Asset Manager MFWire.com
    10/23/2020 Will a Bank Sell Its $578B-AUM Asset Manager? MFWire.com
    9/16/2020 2020 Inflows Reach 46 Percent of This Shop's AUM MFWire.com
    9/14/2020 Week In Preview, September 14-20 MFWire.com
    8/25/2020 Money Fund Outflows Fall 64 Percent MFWire.com
    6/26/2020 Money Fund Flows Plunge 88 Percent, But ... MFWire.com
    5/29/2020 The Money Fund Inflows Flood Slows a Bit MFWire.com
    5/13/2020 Post-Reorg, WFAM's DC Chief Gains a New Boss 401kWire.com
    5/11/2020 The Top Three Fund Firms For Diversity MFWire.com
    5/4/2020 This Duo Will Lead a $518B AUM Firm's ESG Effort MFWire.com
    4/23/2020 15 Percent of Money Funds' AUM Arrived Last Month MFWire.com
    4/23/2020 A $518B AM Debuts a DC Income Product 401kWire.com
    3/27/2020 Some Asset Manager's Parents Are Shielding Jobs Mid-Crisis MFWire.com
    3/26/2020 A 19-Year Wells Fargo Vet Exits In the Southwest MFWire.com
    3/6/2020 170 Fundsters Gather As 92 Fund Firms Win Big MFWire.com
    2/28/2020 A Giant Bank Tweaks Two TDF Families 401kWire.com
    2/12/2020 WFAM Sort of Dodges the Wells Fargo Reorg MFWire.com
    12/2/2019 After 18 Years, an SVP Leaves WFAM MFWire.com
    10/15/2019 A Midwestern ETF Shop Retakes First MFWire.com
    10/14/2019 Week In Preview, October 14-20 MFWire.com
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    10/4/2019 DC Retirement Income? A $495B AM Files For a Patent 401kWire.com
    4/23/2019 Two Asset Management Deals That Weren't MFWire.com
    4/11/2019 After 30 Years, a Top WFAM Exec Retires MFWire.com
    3/19/2019 Bogles' Bunch Dominates Both Sides MFWire.com
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    2/25/2019 ProShares Wins as Mid-Size Flows Stabilize MFWire.com
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    12/13/2018 Axsater Reorgs Wells Fargo AM's Insti Distro 401kWire.com
    10/3/2018 A San Fran DC I-O Exec Shifts 401kWire.com
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    7/16/2018 Week In Preview, July 16-22 MFWire.com
    6/25/2018 Week In Preview, June 25-July 1 MFWire.com
    5/31/2018 Despite Slipping, an ETF Shop Keeps the Pole Position MFWire.com
    5/30/2018 BlackRock Beat Vanguard Last Month MFWire.com
    5/1/2018 First Trust's Inflows Double MFWire.com
    4/27/2018 As Long-Term Flows Rebound, Vanguard Keeps the Lead MFWire.com
    4/23/2018 Ron Cohen Hires Five 401kWire.com
    3/28/2018 An Insurer Won the February Midsize Fund Firm Race MFWire.com
    3/27/2018 Even Vanguard and BlackRock Took a Flows Hit MFWire.com
    3/19/2018 Week In Preview, March 19-25 MFWire.com
    2/28/2018 Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple MFWire.com
    2/27/2018 ProShares Takes the Midsize Lead MFWire.com
    2/26/2018 Despite a Shift, Passive Titans Still Dominated January Flows MFWire.com
    1/29/2018 Bridge Builder Dominated 2017 MFWire.com
    1/25/2018 Two Fund Firms, One $555B Year MFWire.com
    12/26/2017 First Trust and Bridge Builder Take the Lead MFWire.com
    12/21/2017 Even Vanguard and BlackRock Slowed Down a Bit MFWire.com
    10/23/2017 Baird Dominated September Among Midsize Firms MFWire.com
    10/20/2017 The Vanguard-BlackRock Show Continued In September MFWire.com
    9/21/2017 Axsater Hunts For a Connector MFWire.com
    9/20/2017 T. Rowe PMs and Wells Fargo's AM Chief Woo Reporters in Gotham MFWire.com
    9/7/2017 Filings For Fundsters - September 7, 2017 MFWire.com
    8/21/2017 Vanguard and BlackRock Eclipse the Competition, Again MFWire.com
    7/19/2017 Filings for Fundsters - July 19, 2017 MFWire.com
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    6/29/2017 Vanguard Retakes the Lead, and Schwab and Oakmark Also Rake It In MFWire.com
    6/7/2017 Filings for Fundsters - June 7, 2017 MFWire.com
    5/17/2017 Schwab and Guggenheim Had a Huge April, and BlackRock Nudges Past Vanguard MFWire.com
    5/8/2017 This Week In Preview, May 8-14 MFWire.com
    5/5/2017 ICI GMM 2017 Wrap Up MFWire.com
    4/3/2017 Filings for Fundsters - April 3, 2017 MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    3/9/2017 Mitchem Brings a Familiar Face to Wells MFWire.com
    2/21/2017 TIAA and Passive Players Won January MFWire.com
    2/16/2017 Sloane Expands USAA's Key Account and Investment Resource Teams MFWire.com
    1/20/2017 Will You Help Elizabeth Warren Save the Fiduciary Reg? MFWire.com
    1/19/2017 Vanguard, BlackRock, and SSgA Won 2016 MFWire.com
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    1/3/2017 Filings for Fundsters - January 3, 2017 MFWire.com
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    12/6/2016 Filings for Fundsters - December 6, 2016 MFWire.com
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    11/18/2016 Filings for Fundsters - November 18, 2016 MFWire.com
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    10/21/2016 Filings for Fundsters - October 21, 2016 MFWire.com
    10/17/2016 Filings for Fundsters - October 17, 2016 MFWire.com
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    9/8/2016 Filings for Fundsters - September 8, 2016 MFWire.com
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    8/16/2016 Filings For Fundsters - August 16, 2016 MFWire.com
    8/15/2016 Filings For Fundsters - August 15, 2016 MFWire.com
    8/9/2016 Stork and Reaper - August 9, 2016 MFWire.com
    4/19/2016 A Top SSgA Alum Takes Over Wells Fargo AM MFWire.com
    3/23/2016 101 Fund Families Win in Gotham MFWire.com
    1/8/2016 This Giant Bank's Asset Management Chief Is Retiring MFWire.com
    11/16/2015 Vanguard Retakes the Lead MFWire.com
    11/10/2015 IMPACT 2015 Begins in Beantown MFWire.com
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    4/1/2015 Cap Group, Fidelity, and Pimco Break Out the Champagne MFWire.com
    2/26/2015 Fundsters Take Three Spots On an Overpaid CEOs List MFWire.com
    5/29/2014 Rolling on the River ... to What End? MFWire.com
    5/2/2014 Wells Fargo Taps Rock Creek For an Alt Fund MFWire.com
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    12/3/2013 Unconstrained Bond Funds Catch WSJ's Eye MFWire.com
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    9/10/2012 Reports of a Fund's Death Are Greatly Exaggerated MFWire.com
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