Electron Capital Partners’s Wolfspeed WOLF Stock Holding History

Electron Capital Partners’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
2026 Q2	$27.6M	Buy	+571,267	New	+$24.9M	1.1%	26
2014 Q4	–	Sell	-8,230	Closed	-$337K	–	39
2014 Q3	$337K	Buy	8,230 +560	+7%	+$25.9K	0.17%	24
2014 Q2	$383K	Sell	7,670 -20,515	-73%	-$1.02M	0.15%	30
2014 Q1	$1.59M	Buy	+28,185	New	+$1.72M	0.94%	23

Other funds holding WOLF

REA

Renesas Electronics America San Jose, California $813M AUM

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Electron Capital Partners's WOLF Position: Q2 2026 in Review

Electron Capital Partners opened a new position in Wolfspeed (WOLF) in Q2 2026: 571,267 shares worth $27.6M. The stake represents 1.1% of the portfolio and ranks #26 among its holdings. This is a return to the name: Electron Capital Partners previously reported a position in WOLF as recently as Q3 2014.

Electron Capital Partners first reported a position in WOLF in Q1 2014 and has held it in 4 quarters since. 267 funds tracked by Wall St. Rank hold WOLF as of Q2 2026.

Electron Capital Partners held 571,267 shares of Wolfspeed worth $27.6M as of Q2 2026.
Wolfspeed was a new Electron Capital Partners position in Q2 2026.
Wolfspeed made up 1.1% of Electron Capital Partners's portfolio in Q2 2026, its #26 holding.
Electron Capital Partners first reported a position in Wolfspeed in Q1 2014 and has held it in 4 quarters since.
267 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2026.

Based on Electron Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.