Wolfspeed, Inc. (WOLF)
What changed in recent filings
- Power Products segment 50% → 67%Sep 30, 2024 → Mar 31, 2026
- Institutions — 3 new · 1 reduced13F · as of end of 2026 Q2
- Risk factors — 21 added · 39 removed · new: Impaired stakeholder confidence and weakene… +2010-K Jun 29, 2025 → Jun 28, 2026 · filed 2 months ago
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Wolfspeed, Inc. recent earnings releases
Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.
- 26Q3Released Aug 19, 2026Revenue -24.1% YoY · EPS $-2.37Released after the close: Aug 19 close → Aug 20 close, the stock moved -9.4% · over the same window, market -0.8% · sector -0.5%
- 26Q2Released May 5, 2026Revenue -19.0% YoY · EPS $-3.05Released after the close: May 5 close → May 6 close, the stock moved +17.6% · over the same window, market +1.4% · sector +3.3%
- 26Q1Released Feb 4, 2026Revenue -6.6% YoY · EPS $-5.78Released after the close: Feb 4 close → Feb 5 close, the stock moved -9.7% · over the same window, market -1.2% · sector +0.7%
- 25Q3Released Oct 29, 2025Revenue +1.1% YoY · EPS $-4.12Released after the close: Oct 29 close → Oct 30 close, the stock moved -18.2% · over the same window, market -1.1% · sector -0.8%
The next earnings release is estimated around Oct 28, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).
Institutions holding Wolfspeed, Inc.
How many of the institutions we track reported holding this stock, quarter by quarter.
2025 Q3: 3 → 2026 Q2: 4 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
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.
Q2 2026 13F recap — stocks several institutions bought and sold together →Company overview
Wolfspeed Inc. is a semiconductor company focused on silicon carbide and gallium nitride materials and devices for power and radiofrequency applications. Wolfspeed develops and manufactures wide bandgap technologies used in electric vehicles, fast charging systems, renewable energy infrastructure, industrial power supplies, 5G connectivity, aerospace and defense, and data center power solutions. Its product lineup includes silicon carbide materials, power modules, discrete power devices, and RF devices designed to improve efficiency, voltage handling, and thermal performance in demanding environments. The company serves customers across automotive, industrial, energy, communications, and advanced computing markets, where high-performance power management and compact design are critical. Headquartered in Durham, North Carolina, Wolfspeed plays a notable role in the transition from traditional silicon to silicon carbide-based semiconductor solutions.
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.
Wolfspeed, Inc. key financials
Based on SEC filings · as of Jun 28, 2026
Tap a metric name to see its meaning in the glossary.
Wolfspeed, Inc. vs Semiconductors sector benchmark
Median of 34 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
WOLF segment revenue mix trend
Quarterly change in segment revenue share · verified from SEC filings
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
WOLF on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Semiconductors average
Peers · Semiconductors
WOLF FAQ
What is Wolfspeed, Inc. (WOLF)?
Wolfspeed Inc. is a semiconductor company focused on silicon carbide and gallium nitride materials and devices for power and radiofrequency applications. Wolfspeed develops and manufactures wide bandgap technologies used in electric vehicles, fast charging systems, renewable energy infrastructure, industrial power supplies, 5G connectivity, aerospace and defense, and data center power solutions. Its product lineup includes silicon carbide materials, power modules, discrete power devices, and RF devices designed to improve efficiency, voltage handling, and thermal performance in demanding environments. The company serves customers across automotive, industrial, energy, communications, and advanced computing markets, where high-performance power management and compact design are critical. Headquartered in Durham, North Carolina, Wolfspeed plays a notable role in the transition from traditional silicon to silicon carbide-based semiconductor solutions.
What sector is Wolfspeed, Inc. in?
Wolfspeed, Inc. is classified under Semiconductors. Fabless, foundry, and equipment. A core beneficiary of AI demand.
What are Wolfspeed, Inc.'s key financials?
As of Jun 28, 2026 in SEC filings: Revenue growth (YoY) -12.5%, Operating margin -77.1%, Net margin 0.7%, ROE -44.7%, Debt-to-equity 1.81x. Definitions and interpretation are available on Stocklore.
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.