Wolfspeed Inc (WOLF) Quarterly Institutional 13F Update (Q2 2026)

WOLF ranks #2266 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

WOLF is a top-conviction position for Renesas Electronics America Inc. — at 100.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

Walleye Trading LLC has added to its WOLF position for two straight quarters, increasing it by $175.8M to reach $176.2M today.

Voya Investment Management LLC has trimmed its WOLF position for two straight quarters, cutting it by $24.1M while still holding $268.5K.

WOLF is down 4.1% today, but institutions show net buying of $1.5B this quarter — a divergence between today's price move and the underlying institutional flow.

WOLF reported a net loss of $493.9M over the trailing twelve months.

• Not yet profitable — net loss of $493.9M over the trailing twelve months
• Revenue declined 8.3% year over year
• Net income improved year over year, from -$978.2M to -$493.9M
• Operating cash flow was negative, using $711.7M in cash
• Current ratio of 6.86x — enough short-term assets to cover short-term liabilities
• Liabilities run 2.23x equity — a highly leveraged balance sheet worth noting