Aristotle Value Equity Strategy Added Wells Fargo & Co. (WFC) Amid Mixed Growth Drivers

Market Overview - The US equity market continued its rally in Q3 2025, with the S&P 500 Index rising 8.12% during the quarter [1] - Bonds also finished higher, with the Bloomberg U.S. Aggregate Bond Index increasing 2.03% [1] Performance Summary - The composite returned 4.33% gross of fees (3.82% net of fees) in Q3 2025 [1] - This performance was compared to a 5.33% return of the Russell 1000 Value Index and an 8.12% return of the S&P 500 Index [1] Company Highlight: Wells Fargo & Company - Wells Fargo & Company (NYSE:WFC) had a one-month return of 3.54% and gained 34.30% over the last 52 weeks [2] - As of October 15, 2025, Wells Fargo's stock closed at $86.46 per share, with a market capitalization of $272.257 billion [2] Company Profile - Wells Fargo & Company, headquartered in San Francisco, California, was founded in 1852 and is one of the largest financial institutions in the U.S. [3] - The company has total assets near $2 trillion and provides a wide array of banking and financial solutions across the U.S. and key international markets [3] - Its operations span four primary business segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth and Investment Management [3]