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Wolfspeed, Inc.

WOLF Technology
$22.93 +$0.3 (1.33%)
Market Cap: $1.21 B
Gurus Holding
6
Popularity Rank
#1507
% of Shares Held
1.07%
Net Activity (Q2 2026)
+$23.3 M

Guru Ownership Trend

Guru Analysis for Wolfspeed, Inc. (WOLF)

Wolfspeed, Inc. (WOLF), a key player in the Technology sector, continues to attract institutional attention.

As of Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $13.02 M.

Top institutional holders include Renaissance Technologies (RenTech) and Ray Dalio.

Institutional sentiment is currently Bullish. This is evidenced by a $23.3 M net inflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who opened a new position.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$27.4 M
Total Buy Value
New Buys 6
Additions 0
-$4.1 M
Total Sell Value
Reductions 0
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
1
Net Buyers
6

FAQs for Wolfspeed, Inc. (WOLF)

Major holders include Renaissance Technologies (RenTech) ($24.07 M), Ray Dalio ($1.76 M), Cliff Asness ($628,167). According to the latest reported data, 6 tracked investment managers collectively hold approximately 567,874 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $23.3 M, with 6 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 0 managers trimmed their positions, while 1 fully exited WOLF. The total reported sell value was $4.1 M.

Yes, 6 managers opened new positions in WOLF, and 0 increased their existing holdings. The total reported buy value was $27.4 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.03% New Buy 498,900 $24.07 M Q2 2026
0.01% New Buy 36,406 $1.76 M Q2 2026
0.00% New Buy 13,019 $628,167 Q2 2026
0.01% New Buy 10,000 $482,500 Q2 2026
0.00% New Buy 5,000 $241,250 Q2 2026
0.00% New Buy 4,549 $219,489 Q2 2026
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Value
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