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Kestra Private Wealth Services’s Wolfspeed WOLF Stock Holding History

Kestra Private Wealth 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
Q3 		– Sell
-14,129
Closed -$5.63K – 1762
2025
Q2 		$5.63K Buy
+14,129
New +$32.2K ﹤0.01% 1610
2024
Q1 		– Sell
-4,640
Closed -$202K – 1360
2023
Q4 		$202K Buy
+4,640
New +$168K 0.01% 1103
2022
Q2 		– Sell
-1,889
Closed -$215K – 1021
2022
Q1 		$215K Sell
1,889
-15
-0.8% -$1.51K 0.01% 867
2021
Q4 		$213K Sell
1,904
-712
-27% -$79.4K 0.01% 881
2021
Q3 		$211K Sell
2,616
-53
-2% -$4.71K 0.01% 833
2021
Q2 		$261K Sell
2,669
-1,291
-33% -$130K 0.02% 720
2021
Q1 		$428K Sell
3,960
-4,805
-55% -$540K 0.03% 491
2020
Q4 		$915K Sell
8,765
-2,560
-23% -$206K 0.07% 292
2020
Q3 		$722K Buy
+11,325
New +$734K 0.06% 311

Other funds holding WOLF

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
SCM
Shaolin Capital Management Miami, Florida $2.1B AUM 64.05% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $1.36B AUM 249.29% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
KA
Kore Advisors Boynton Beach, Florida $96.2M AUM 942.37% 1-Year Est. Return

Kestra Private Wealth Services's WOLF Position: Q3 2025 in Review

Kestra Private Wealth Services sold out of Wolfspeed (WOLF) in Q3 2025, closing a stake of 14,129 shares — an estimated $5.63K sold.

Kestra Private Wealth Services first reported a position in WOLF in Q3 2020 and held it in 9 quarters. The position peaked at $915K in Q4 2020. 136 funds tracked by Wall St. Rank hold WOLF as of Q3 2025.

  • Kestra Private Wealth Services reported no remaining Wolfspeed position as of Q3 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 14,129 Wolfspeed shares in Q3 2025, an estimated $5.63K.
  • Kestra Private Wealth Services first reported a position in Wolfspeed in Q3 2020 and held it in 9 quarters.
  • Kestra Private Wealth Services's Wolfspeed position peaked at $915K in Q4 2020.
  • 136 funds tracked by Wall St. Rank held Wolfspeed as of Q3 2025.

Based on Kestra Private Wealth Services's 13F filing for Q3 2025, filed 17 Nov 2025.