Stocklore

Wolfspeed, Inc. (WOLF)

Semiconductors · US stock

What changed in recent filings

  • Power Products segment 50% → 67%Sep 30, 2024 → Mar 31, 2026
  • Risk factors — 21 added · 39 removed · new: Impaired stakeholder confidence and weakene… +2010-K Jun 29, 2025 → Jun 28, 2026 · filed this month

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Which institutions hold Wolfspeed, Inc.

Institutions we track that reported holding this stock in their most recent 13F.

  • Tudor Investment Corp0.01% of portfolio · since 2026 Q1
  • Third Point LLCNew this quarter0.01% of portfolio · since 2026 Q2
  • Bridgewater AssociatesNew this quarter0.01% of portfolio · since 2026 Q2
  • Moore Capital ManagementNew this quarterunder 0.01% of portfolio · since 2026 Q2

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

Wolfspeed Inc develops and manufactures semiconductor technologies based on silicon carbide (SiC) for power electronics applications. Its product portfolio includes SiC MOSFETs, Schottky diodes, and power modules used in power electronics applications. The company also provides reference designs, evaluation kits, and gate driver boards to support the development and integration of its SiC products across industries such as electric vehicles, renewable energy, and industrial systems.

What is the Semiconductors sector?

Fabless, foundry, and equipment. A core beneficiary of AI demand.

Wolfspeed, Inc. is classified under the Semiconductors sector. See peers below.

WOLF segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Sep '24Sep '25Dec '25Mar '26
Power Products 67%Materials Products 33%

2 quarters with a different segment breakdown were omitted (filing basis changed).

ETFs holding Wolfspeed, Inc.

Per SEC N-PORT · 2026-06-30 · by weight · factual

IWMiShares Russell 2000 ETF
0.04%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.00%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.00%

WOLF on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Semiconductors average
See full WOLF analysis →

Peers · Semiconductors

WOLF FAQ

What is Wolfspeed, Inc. (WOLF)?

Wolfspeed Inc develops and manufactures semiconductor technologies based on silicon carbide (SiC) for power electronics applications. Its product portfolio includes SiC MOSFETs, Schottky diodes, and power modules used in power electronics applications. The company also provides reference designs, evaluation kits, and gate driver boards to support the development and integration of its SiC products across industries such as electric vehicles, renewable energy, and industrial systems.

What sector is Wolfspeed, Inc. in?

Wolfspeed, Inc. is classified under Semiconductors. Fabless, foundry, and equipment. A core beneficiary of AI demand.

Where can I analyze Wolfspeed, Inc. (WOLF) stock?

On Stocklore you can see WOLF's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

Stocklore · CEO Lee Seung-jae · Business reg. no. 764-36-01607 · E-commerce permit 2026-Jeonju Wansan-0476 · Tel +82-70-7954-4939 · S120, Rm 302, 3F, 21 Jungsanjungang-ro, Wansan-gu, Jeonju, Jeonbuk, Korea