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Q2 2026 · 4,313 institutions · refreshed 8/27/2026

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OptimaYield board tearsheet · reported facts

WELLS FARGO TRUST CO NA

FDIC #13718 · UT · period 20260630

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Total assets8,493,716-5.10% YoY

Total deposits7,053,095-7.18% YoY

Net loans and leases5,152,069+22.69% YoY

Return on assets1.86%+355.64% YoY

Return on equity12.41%+330.67% YoY

Net interest margin2.43%-0.50% YoY

Peer position

Return on assets89thstrength · n=902

Return on equity3rdopportunity · n=894

Net interest margin57thin line · n=902

Equity to assets100thstrength · n=894

Liquid assets97thstrength · n=895

Ten-year reported history

Period	Assets	Deposits	Loans	ROA	ROE	NIM
2016-03-31	8,493,716	7,053,095	5,152,069	1.86	12.41	2.43
2016-06-30	8,404,355	6,943,365	6,789,702	2.25	14.99	2.75
2016-09-30	8,651,432	7,276,830	5,140,683	2.28	15.34	2.78
2016-12-31	9,107,567	7,730,961	6,389,242	2.38	16.29	2.80
2017-03-31	8,949,751	7,598,628	4,199,218	-0.73	-5.38	2.44
2017-06-30	8,395,263	6,999,060	4,775,051	1.14	8.17	2.58
2017-09-30	8,194,318	6,764,945	4,341,590	1.55	10.77	2.65
2017-12-31	2,205,722	847,256	198,413	1.57	9.15	2.67
2018-03-31	1,319,276	0	0	1.08	1.50	1.74
2018-06-30	1,310,974	0	0	0.37	0.47	2.37
2018-09-30	1,304,216	0	0	-4.25	-5.31	2.25
2018-12-31	1,300,965	0	0	-4.63	-5.69	2.25
2019-03-31	1,285,064	0	0	20.65	22.73	14.15
2019-06-30	1,288,155	0	0	10.57	11.50	15.21
2019-09-30	1,285,256	0	0	6.93	7.50	16.19
2019-12-31	1,291,689	0	0	5.64	6.08	3.04
2020-03-31	1,294,534	0	0	0.81	0.87	1.60
2020-06-30	1,294,641	0	0	0.89	0.95	0.99
2020-09-30	1,296,211	0	0	0.71	0.75	0.78
2020-12-31	1,284,742	0	0	0.51	0.55	0.68
2021-03-31	1,286,440	0	0	0.64	0.67	0.37
2021-06-30	1,287,399	0	0	0.50	0.53	0.37
2021-09-30	1,289,249	0	0	0.51	0.53	0.37
2021-12-31	1,292,110	0	0	0.66	0.69	0.36
2022-03-31	1,297,971	0	0	1.96	2.06	0.37
2022-06-30	1,287,920	0	0	1.42	1.49	0.48
2022-09-30	1,295,310	0	0	1.51	1.58	1.28
2022-12-31	1,302,709	0	0	1.65	1.73	1.96
2023-03-31	1,310,564	0	0	2.02	2.10	3.92
2023-06-30	1,319,667	0	0	2.56	2.67	5.01
2023-09-30	1,328,895	0	0	2.69	2.80	5.21
2023-12-31	1,339,655	0	0	2.84	2.96	5.32
2024-03-31	1,357,037	0	0	3.08	3.21	5.59
2024-06-30	1,364,968	0	0	3.03	3.16	5.59
2024-09-30	1,375,551	0	0	3.06	3.19	5.57
2024-12-31	1,384,905	0	0	2.93	3.05	5.41
2025-03-31	1,393,165	0	0	1.85	1.94	4.53
2025-06-30	1,398,205	0	0	1.87	1.95	4.55
2025-09-30	1,406,825	0	0	1.89	1.97	4.56
2025-12-31	1,316,566	0	0	1.93	2.01	4.54
2026-03-31	1,324,267	0	0	1.91	2.00	3.81
2026-06-30	1,330,192	0	0	2.03	2.12	3.82

Structure and branch footprint

0 current branch locations across 0 states as of Unavailable. This is an annual branch-location count, not deposit market share.

Date	Code	Predecessor RSSD	Successor RSSD
1997-11-24	1	553551	688079
1997-05-24	1	637675	688079
1996-06-22	1	637068	688079
1994-05-20	1	31479	688079
1993-04-01	1	588272	688079
1991-12-27	1	654373	688079
1990-11-10	1	1027871	688079
1990-11-10	1	585673	688079
1990-11-10	1	1027853	688079
1990-11-10	1	1027862	688079
1990-09-15	50	208178	688079
1989-09-23	1	742971	688079
1989-05-27	1	769370	688079
1987-01-31	1	418173	688079
1981-12-01	1	587770	688079
1981-12-01	1	234775	688079
1981-12-01	1	652276	688079
1981-12-01	1	661979	688079
1981-12-01	1	867874	688079
1981-12-01	1	879073	688079

Reviewed intelligence

No reviewed or published intelligence is linked to this institution.

Scope and limitations

Financial facts are scoped to the FDIC-insured bank. NIC transformations use the linked RSSD identity; SEC issuer and bank-holding-company facts are not silently combined. Branch data follows its annual source cadence. Intelligence appears only after review or publication.