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Soviero Asset Management’s Wolfspeed WOLF Stock Holding History

Soviero Asset 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
2024
Q1 		– Sell
-122,000
Closed -$5.31M – 51
2023
Q4 		$5.31M Buy
+122,000
New +$4.43M 2.6% 16

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

Soviero Asset Management's WOLF Position: Q1 2026 in Review

Soviero Asset Management opened a new position in Wolfspeed (WOLF) in Q1 2026: 180,000 shares worth $2.94M. The stake represents 1.47% of the portfolio and ranks #34 among its holdings. This is a return to the name: Soviero Asset Management previously reported a position in WOLF as recently as Q3 2024.

Soviero Asset Management first reported a position in WOLF in Q2 2024 and has held it in 3 quarters since. The position peaked at $3.64M in Q2 2024. 154 funds tracked by Wall St. Rank hold WOLF as of Q1 2026.

  • Soviero Asset Management held 180,000 shares of Wolfspeed worth $2.94M as of Q1 2026.
  • Wolfspeed was a new Soviero Asset Management position in Q1 2026.
  • Wolfspeed made up 1.47% of Soviero Asset Management's portfolio in Q1 2026, its #34 holding.
  • Soviero Asset Management first reported a position in Wolfspeed in Q2 2024 and has held it in 3 quarters since.
  • Soviero Asset Management's Wolfspeed position peaked at $3.64M in Q2 2024.
  • 154 funds tracked by Wall St. Rank held Wolfspeed as of Q1 2026.

Based on Soviero Asset Management's 13F filing for Q1 2026, filed 15 May 2026.