Islay Capital Management’s Wolfspeed WOLF Stock Holding History

Islay Capital Management’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	–	Sell	-84	Closed	-$1.37K	–	260
2026 Q1	$1.37K	Buy	+84	New	+$1.51K	﹤0.01%	184

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

Islay Capital Management's WOLF Position: Q2 2026 in Review

Islay Capital Management sold out of Wolfspeed (WOLF) in Q2 2026, closing a stake of 84 shares — an estimated $1.37K sold.

Islay Capital Management first reported a position in WOLF in Q1 2026 and held it in 1 quarter. The position peaked at $1.37K in Q1 2026. 267 funds tracked by Wall St. Rank hold WOLF as of Q2 2026.

Islay Capital Management reported no remaining Wolfspeed position as of Q2 2026 after selling out during the quarter.
Islay Capital Management sold 84 Wolfspeed shares in Q2 2026, an estimated $1.37K.
Islay Capital Management first reported a position in Wolfspeed in Q1 2026 and held it in 1 quarter.
Islay Capital Management's Wolfspeed position peaked at $1.37K in Q1 2026.
267 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2026.

Based on Islay Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.