Woodward Financial Advisors’s Wolfspeed WOLF Stock Holding History

Woodward Financial Advisors’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
2024 Q2	–	Sell	-7,682	Closed	-$230K	–	57
2024 Q1	$230K	Hold	7,682	–	–	0.14%	50
2023 Q4	$334K	Hold	7,682	–	–	0.22%	39
2023 Q3	$293K	Hold	7,682	–	–	0.22%	41
2023 Q2	$427K	Hold	7,682	–	–	0.32%	33
2023 Q1	$499K	Hold	7,682	–	–	0.41%	32
2022 Q4	$530K	Hold	7,682	–	–	0.45%	31
2022 Q3	$794K	Hold	7,682	–	–	0.74%	25
2022 Q2	$487K	Buy	+7,682	New	+$639K	0.45%	31

Other funds holding WOLF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

JPM

JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Woodward Financial Advisors's WOLF Position: Q2 2024 in Review

Woodward Financial Advisors sold out of Wolfspeed (WOLF) in Q2 2024, closing a stake of 7,682 shares — an estimated $230K sold.

Woodward Financial Advisors first reported a position in WOLF in Q2 2022 and held it in 8 quarters. The position peaked at $794K in Q3 2022. 344 funds tracked by Wall St. Rank hold WOLF as of Q2 2024.

Woodward Financial Advisors reported no remaining Wolfspeed position as of Q2 2024 after selling out during the quarter.
Woodward Financial Advisors sold 7,682 Wolfspeed shares in Q2 2024, an estimated $230K.
Woodward Financial Advisors first reported a position in Wolfspeed in Q2 2022 and held it in 8 quarters.
Woodward Financial Advisors's Wolfspeed position peaked at $794K in Q3 2022.
344 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2024.

Based on Woodward Financial Advisors's 13F filing for Q2 2024, filed 1 Oct 2026.