Avantax Advisory Services’s Wolfspeed WOLF Stock Holding History

Avantax Advisory Services’s Portfolio WOLF Stock Details WOLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.25K	Buy	+10,653	New	+$24.3K	﹤0.01%	2359
2025 Q1	–	Sell	-19,324	Closed	-$129K	–	2334
2024 Q4	$129K	Sell	19,324 -145	-0.7%	-$1.48K	﹤0.01%	2106
2024 Q3	$189K	Buy	+19,469	New	+$287K	﹤0.01%	2011
2024 Q1	–	Sell	-4,610	Closed	-$201K	–	1742
2023 Q4	$201K	Buy	+4,610	New	+$167K	﹤0.01%	1475
2023 Q3	–	Sell	-4,642	Closed	-$258K	–	1629
2023 Q2	$258K	Buy	4,642 +898	+24%	+$45.8K	﹤0.01%	1261
2023 Q1	$243K	Buy	+3,744	New	+$274K	﹤0.01%	1267

Other funds holding WOLF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

TSC

Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's WOLF Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Wolfspeed (WOLF) in Q2 2025: 10,653 shares worth $4.25K. The stake represents ﹤0.01% of the portfolio and ranks #2359 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in WOLF as recently as Q4 2024.

Avantax Advisory Services first reported a position in WOLF in Q1 2023 and has held it in 6 quarters since. The position peaked at $258K in Q2 2023. 220 funds tracked by Wall St. Rank hold WOLF as of Q2 2025.

Avantax Advisory Services held 10,653 shares of Wolfspeed worth $4.25K as of Q2 2025.
Wolfspeed was a new Avantax Advisory Services position in Q2 2025.
Wolfspeed made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2359 holding.
Avantax Advisory Services first reported a position in Wolfspeed in Q1 2023 and has held it in 6 quarters since.
Avantax Advisory Services's Wolfspeed position peaked at $258K in Q2 2023.
220 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.