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# Equity Research

## Comprehensive research for confident investment decisions

Our Equity research team is renowned for our insightful analysis and market expertise. In the 2025 Extel All-America Research Team Survey, we secured rankings in 28 sectors and delivered top-3 rankings in 7 sectors. Partner with us to access expert insights and navigate the ever-evolving landscape of equity markets.

Our award-winning equity research teams deliver in-depth analysis and actionable insights across industries to enhance our clients’ investment strategies. Partner with us for expert guidance and to effectively navigate the dynamic equity market landscape.

## Research focus areas

- Industry focus across consumer, energy, financial services, healthcare, industrials, REITs, and TMT sectors
- Approximately 1,000 stocks under coverage with a predominately U.S. focus, covering around 85% of the S&P 500 by market cap
- Approximately 40 research teams that secured rankings in 28 sectors and delivered top-3 rankings in 7 sectors in the 2025 Extel All-America Research Team Survey

## Unique perspectives

Signature Research: a distinctively branded collection of research reports on complex, current and relevant issues that deliver powerful and actionable insights across industries and sectors

Signature Picks: an eclectic group of stocks representing our research team’s best ideas in a diversified, risk-adjusted portfolio with the goal of outperforming the S&P 500 over a 12-month period via stock selection

Tactical Ideas: a quarterly selection of stocks identified by our research teams as potential significant catalysts in the upcoming quarter to drive meaningful upside or downside to underlying stock prices

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## Equity research events

Our research teams conduct conference calls with clients to discuss current events affecting industries and stocks, offering exclusive insights and promoting dialogue. These calls, along with expert discussions, provide foundational knowledge, in-depth analysis, and diverse perspectives.

Additionally, we collaborate with our corporate access team to provide clients with a comprehensive schedule of industry conferences and summits.

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## Conference schedule 2026

Our events are private; if there is interest in attending, please reach out to your WF representative.

- Executive Biotech Summit: 2/24/26–2/25/26, Lake Tahoe, CA
- Payments/Fintech Symposium: 3/18/26, Boston, MA
- Software Symposium: 4/8/26-4/9/26, Menlo Park, CA
- Real Estate Securities Conference: 5/4/26-5/6/26, Charleston, SC
- Financial Services Investor Conference: 5/13/26-5/14/26, Chicago, IL
- BDC Power Alley: 6/4/26, Boston, MA
- Industrials & Materials Conference: 6/9/26-6/11/26, Chicago, IL
- WF 10th Annual Services Forum: 8/11/26, Boston, MA
- Healthcare Conference: 9/8/26-9/10/26, Boston, MA
- Net Lease REIT Conference: 9/14/26, New York, NY
- Consumer Conference: 9/22/26-9/24/26, Dana Point, CA
- TMT Summit: 12/7/26-12/9/26, Palos Verdes, CA
- Energy & Power Symposium: 12/8/26-12/9/26, New York, NY

RO-5299348

LRC-0325

## Footnote