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Shah Capital Management’s Wolfspeed WOLF Stock Holding History

Shah 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
Q1 		$8.31M Buy
508,948
+475,454
+1,420% +$8.58M 1.59% 9
2025
Q4 		$583K Buy
+33,494
New +$768K 0.11% 12
2025
Q2 		– Sell
-2,152,225
Closed -$6.59M – 16
2025
Q1 		$6.59M Buy
+2,152,225
New +$12.6M 1.35% 11
2024
Q4 		– Sell
-200,000
Closed -$1.94M – 18
2024
Q3 		$1.94M Buy
+200,000
New +$2.94M 0.38% 18

Other funds holding WOLF

REA
Renesas Electronics America San Jose, California $275M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Shah Capital Management's WOLF Position: Q1 2026 in Review

Shah Capital Management increased its Wolfspeed (WOLF) stake by 1,420% in Q1 2026, buying an estimated $8.58M and bringing the position to 508,948 shares worth $8.31M. The position accounts for 1.59% of the portfolio, ranked #9.

Shah Capital Management first reported a position in WOLF in Q3 2024 and has held it in 4 quarters since. 154 funds tracked by Wall St. Rank hold WOLF as of Q1 2026.

  • Shah Capital Management held 508,948 shares of Wolfspeed worth $8.31M as of Q1 2026.
  • Shah Capital Management bought 475,454 Wolfspeed shares in Q1 2026, an estimated $8.58M.
  • Wolfspeed made up 1.59% of Shah Capital Management's portfolio in Q1 2026, its #9 holding.
  • Shah Capital Management first reported a position in Wolfspeed in Q3 2024 and has held it in 4 quarters since.
  • 154 funds tracked by Wall St. Rank held Wolfspeed as of Q1 2026.

Based on Shah Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.