Financial Perspectives’s Wolfspeed WOLF Stock Holding History

Financial Perspectives’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
2026 Q1	$375	Buy	23 +8	+53%	+$144	﹤0.01%	683
2025 Q4	$261	Hold	15	–	–	﹤0.01%	689
2025 Q3	$429	Sell	15 -2,587	-99%	-$6.06K	﹤0.01%	682
2025 Q2	$1.04K	Hold	2,602	–	–	﹤0.01%	660
2025 Q1	$7.96K	Hold	2,602	–	–	﹤0.01%	526
2024 Q4	$17.3K	Sell	2,602 -10,341	-80%	-$105K	0.01%	430
2024 Q3	$126K	Buy	12,943 +2,167	+20%	+$31.9K	0.04%	188
2024 Q2	$245K	Buy	10,776 +8,081	+300%	+$209K	0.09%	124
2024 Q1	$79.5K	Hold	2,695	–	–	0.03%	228
2023 Q4	$117K	Hold	2,695	–	–	0.05%	182
2023 Q3	$103K	Hold	2,695	–	–	0.05%	182
2023 Q2	$150K	Hold	2,695	–	–	0.07%	149
2023 Q1	$175K	Hold	2,695	–	–	0.08%	136
2022 Q4	$186K	Buy	2,695 +29	+1%	+$2.57K	0.1%	126
2022 Q3	$276K	Hold	2,666	–	–	0.15%	93
2022 Q2	$169K	Hold	2,666	–	–	0.1%	129
2022 Q1	$304K	Hold	2,666	–	–	0.14%	94
2021 Q4	$298K	Hold	2,666	–	–	0.14%	96
2021 Q3	$215K	Hold	2,666	–	–	0.11%	113
2021 Q2	$261K	Sell	2,666 -285,609	-99%	-$28.8M	0.13%	112
2021 Q1	$2.67M	Buy	+288,275	New	+$32.4M	0.13%	124

Other funds holding WOLF

Renesas Electronics America San Jose, California $275M AUM

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

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VOYA Investment Management

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return