Jones Financial Companies’s Wolfspeed WOLF Stock Holding History

Jones Financial Companies’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 Q2	$111K	Buy	2,404 +2,259	+1,558%	+$98.3K	﹤0.01%	2820
2026 Q1	$2.24K	Buy	145 +88	+154%	+$1.59K	﹤0.01%	4118
2025 Q4	$992	Buy	+57	New	+$1.31K	﹤0.01%	4016
2025 Q3	–	Sell	-12,545	Closed	-$5.18K	–	4391
2025 Q2	$5.18K	Buy	12,545 +7,681	+158%	+$17.5K	﹤0.01%	3124
2025 Q1	$12.6K	Buy	4,864 +1,030	+27%	+$6.02K	﹤0.01%	2613
2024 Q4	$25.5K	Buy	3,834 +3,548	+1,241%	+$36.2K	﹤0.01%	2146
2024 Q3	$2.91K	Buy	+286	New	+$4.21K	﹤0.01%	2581
2021 Q4	–	Sell	-121	Closed	-$10K	–	783
2021 Q3	$10K	Buy	121 +50	+70%	+$4.44K	﹤0.01%	507
2021 Q2	$7K	Hold	71	–	–	﹤0.01%	526
2021 Q1	$8K	Buy	71 +42	+145%	+$4.72K	﹤0.01%	561
2020 Q4	$3K	Buy	+29	New	+$2.33K	﹤0.01%	578

Other funds holding WOLF

REA

Renesas Electronics America San Jose, California $813M AUM

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Jones Financial Companies's WOLF Position: Q2 2026 in Review

Jones Financial Companies increased its Wolfspeed (WOLF) stake by 1,558% in Q2 2026, buying an estimated $98.3K and bringing the position to 2,404 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #2820.

Jones Financial Companies first reported a position in WOLF in Q4 2020 and has held it in 11 quarters since. 266 funds tracked by Wall St. Rank hold WOLF as of Q2 2026.

Jones Financial Companies held 2,404 shares of Wolfspeed worth $111K as of Q2 2026.
Jones Financial Companies bought 2,259 Wolfspeed shares in Q2 2026, an estimated $98.3K.
Wolfspeed made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2820 holding.
Jones Financial Companies first reported a position in Wolfspeed in Q4 2020 and has held it in 11 quarters since.
266 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.