Renesas Electronics America’s Wolfspeed WOLF Stock Holding History

Renesas Electronics America’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	$813M	Hold	16,852,372	–	–	100%	1
2026 Q1	$275M	Hold	16,852,372	–	–	100%	1
2025 Q4	$293M	Buy	+16,852,372	New	+$387M	100%	1

Other funds holding WOLF

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renesas Electronics America's WOLF Position: Q2 2026 in Review

Renesas Electronics America held its Wolfspeed (WOLF) position steady in Q2 2026 at 16,852,372 shares worth $813M. The position accounts for 100% of the portfolio, ranked #1.

Renesas Electronics America first reported a position in WOLF in Q4 2025 and has held it in 3 quarters since. 267 funds tracked by Wall St. Rank hold WOLF as of Q2 2026.

Renesas Electronics America held 16,852,372 shares of Wolfspeed worth $813M as of Q2 2026.
Renesas Electronics America left its Wolfspeed share count unchanged in Q2 2026.
Wolfspeed made up 100% of Renesas Electronics America's portfolio in Q2 2026, its #1 holding.
Renesas Electronics America first reported a position in Wolfspeed in Q4 2025 and has held it in 3 quarters since.
267 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2026.

Based on Renesas Electronics America's 13F filing for Q2 2026, filed 6 Aug 2026.