Principal Financial Group’s Wolfspeed WOLF Stock Holding History

Principal Financial Group’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	-10,702	Closed	-$4.27K	–	2348
2025 Q2	$4.27K	Sell	10,702 -761,605	-99%	-$1.74M	﹤0.01%	2224
2025 Q1	$2.36M	Buy	772,307 +153,250	+25%	+$896K	﹤0.01%	1740
2024 Q4	$4.12M	Buy	619,057 +26,458	+4%	+$270K	﹤0.01%	1646
2024 Q3	$5.75M	Buy	592,599 +173,409	+41%	+$2.55M	﹤0.01%	1516
2024 Q2	$9.54M	Sell	419,190 -54,381	-11%	-$1.41M	0.01%	1288
2024 Q1	$14M	Buy	473,571 +13,537	+3%	+$408K	0.01%	1131
2023 Q4	$20M	Buy	460,034 +901	+0.2%	+$32.7K	0.01%	871
2023 Q3	$17.5M	Sell	459,133 -8,225	-2%	-$431K	0.01%	890
2023 Q2	$26M	Sell	467,358 -24,929	-5%	-$1.27M	0.02%	688
2023 Q1	$32M	Buy	492,287 +5,182	+1%	+$379K	0.02%	595
2022 Q4	$33.6M	Buy	487,105 +2,364	+0.5%	+$210K	0.03%	539
2022 Q3	$50.1M	Sell	484,741 -206,944	-30%	-$19.8M	0.04%	374
2022 Q2	$43.9M	Buy	691,685 +84,147	+14%	+$7M	0.03%	453
2022 Q1	$69.2M	Buy	607,538 +178,399	+42%	+$18M	0.04%	345
2021 Q4	$48M	Buy	429,139 +29,968	+8%	+$3.34M	0.03%	476
2021 Q3	$32.2M	Sell	399,171 -296,039	-43%	-$26.3M	0.02%	618
2021 Q2	$68.1M	Sell	695,210 -45,313	-6%	-$4.57M	0.04%	348
2021 Q1	$80.1M	Buy	740,523 +407,464	+122%	+$45.8M	0.06%	296
2020 Q4	$35.3M	Buy	333,059 +1,127	+0.3%	+$90.5K	0.03%	501
2020 Q3	$21.2M	Sell	331,932 -4,899	-1%	-$317K	0.02%	638
2020 Q2	$19.9M	Buy	336,831 +18,487	+6%	+$890K	0.02%	654
2020 Q1	$11.3M	Sell	318,344 -138,977	-30%	-$6.24M	0.01%	836
2019 Q4	$21.1M	Sell	457,321 -4,287	-0.9%	-$200K	0.02%	763
2019 Q3	$22.6M	Sell	461,608 -9,704	-2%	-$528K	0.02%	675
2019 Q2	$26.5M	Buy	471,312 +11,093	+2%	+$678K	0.02%	602
2019 Q1	$26.3M	Buy	460,219 +5,093	+1%	+$261K	0.02%	605
2018 Q4	$19.5M	Buy	455,126 +2,271	+0.5%	+$92.1K	0.02%	720
2018 Q3	$17.1M	Buy	452,855 +10,394	+2%	+$472K	0.02%	964
2018 Q2	$18.4M	Buy	442,461 +16,702	+4%	+$731K	0.02%	872
2018 Q1	$17.2M	Buy	425,759 +11,376	+3%	+$429K	0.02%	890
2017 Q4	$15.4M	Sell	414,383 -2,767	-0.7%	-$95.4K	0.01%	996
2017 Q3	$11.8M	Buy	417,150 +7,340	+2%	+$183K	0.01%	1137
2017 Q2	$10.1M	Buy	409,810 +14,323	+4%	+$343K	0.01%	1226
2017 Q1	$10.6M	Buy	395,487 +6,983	+2%	+$190K	0.01%	1151
2016 Q4	$10.3M	Sell	388,504 -7,754	-2%	-$193K	0.01%	1152
2016 Q3	$10.2M	Buy	396,258 +17,242	+5%	+$446K	0.01%	1101
2016 Q2	$9.26M	Buy	379,016 +41,250	+12%	+$1M	0.01%	1101
2016 Q1	$9.83M	Buy	337,766 +12,962	+4%	+$371K	0.01%	1009
2015 Q4	$8.66M	Buy	324,804 +7,298	+2%	+$189K	0.01%	1054
2015 Q3	$7.69M	Sell	317,506 -16,506	-5%	-$422K	0.01%	1096
2015 Q2	$8.7M	Buy	334,012 +31,667	+10%	+$994K	0.01%	1089
2015 Q1	$10.7M	Sell	302,345 -4,218	-1%	-$152K	0.02%	924
2014 Q4	$9.88M	Buy	306,563 +5,466	+2%	+$180K	0.02%	960
2014 Q3	$12.3M	Buy	301,097 +9,423	+3%	+$435K	0.02%	768
2014 Q2	$14.6M	Sell	291,674 -7,632	-3%	-$379K	0.02%	703
2014 Q1	$16.9M	Sell	299,306 -6,903	-2%	-$421K	0.03%	594
2013 Q4	$19.2M	Buy	306,209 +1,662	+0.5%	+$103K	0.04%	523
2013 Q3	$18.3M	Sell	304,547 -180	-0.1%	-$11.5K	0.04%	489
2013 Q2	$19.5M	Buy	+304,727	New	+$17.8M	0.04%	454

Other funds holding WOLF

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

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

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

HRT Financial New York $26B AUM 58.22% 1-Year Est. Return

SCM

Shaolin Capital Management Miami, Florida $2.39B AUM 64.83% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $4.65B AUM 56.47% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Paloma Partners Greenwich, Connecticut $177M AUM 286.05% 1-Year Est. Return

AMH

Apollo Management Holdings New York $5.99B AUM 23.97% 1-Year Est. Return

Kore Advisors Boynton Beach, Florida $87.8M AUM 730.09% 1-Year Est. Return