Key Financial Inc’s Wolfspeed WOLF Stock Holding History

Key Financial Inc’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	-18	Closed	-$7	–	1498
2025 Q2	$7	Hold	18	–	–	﹤0.01%	1434
2025 Q1	$55	Hold	18	–	–	﹤0.01%	1371
2024 Q4	$120	Hold	18	–	–	﹤0.01%	1354
2024 Q3	$175	Hold	18	–	–	﹤0.01%	1315
2024 Q2	$410	Hold	18	–	–	﹤0.01%	1264
2024 Q1	$531	Hold	18	–	–	﹤0.01%	1222
2023 Q4	$783	Hold	18	–	–	﹤0.01%	1203
2023 Q3	$686	Hold	18	–	–	﹤0.01%	1225
2023 Q2	$1K	Hold	18	–	–	﹤0.01%	1241
2023 Q1	$1.17K	Hold	18	–	–	﹤0.01%	1016
2022 Q4	$1.86K	Hold	18	–	–	﹤0.01%	962
2022 Q3	$2K	Hold	18	–	–	﹤0.01%	989
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	1068
2022 Q1	$2K	Hold	18	–	–	﹤0.01%	964
2021 Q4	$2K	Buy	+18	New	+$2.01K	﹤0.01%	858

Other funds holding WOLF

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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 Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

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

Kore Advisors Boynton Beach, Florida $96.2M AUM 942.37% 1-Year Est. Return

Key Financial Inc's WOLF Position: Q3 2025 in Review

Key Financial Inc sold out of Wolfspeed (WOLF) in Q3 2025, closing a stake of 18 shares — an estimated $7 sold.

Key Financial Inc first reported a position in WOLF in Q4 2021 and held it in 15 quarters. The position peaked at $2K in Q3 2022. 136 funds tracked by Wall St. Rank hold WOLF as of Q3 2025.

Key Financial Inc reported no remaining Wolfspeed position as of Q3 2025 after selling out during the quarter.
Key Financial Inc sold 18 Wolfspeed shares in Q3 2025, an estimated $7.
Key Financial Inc first reported a position in Wolfspeed in Q4 2021 and held it in 15 quarters.
Key Financial Inc's Wolfspeed position peaked at $2K in Q3 2022.
136 funds tracked by Wall St. Rank held Wolfspeed as of Q3 2025.

Based on Key Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.