WOLFNYSESemiconductors & Related DevicesFiscal year ends June 29
WOLFSPEED, INC.
Financials through fiscal 2026, year ended Jun 28, 2026Last filing: 10-K on Aug 20, 2026
$24.14+0.92 (+3.96%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
66M of 53M shares
Institutional holders
265
152 new, 36 sold out
Net institutional buying
13M
In Q2 2026
Insider trades, 12 months
3 buys · 1 sales
Net bought $70.61K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Slate Path Capital LP | 6,438,156 | 9.99% | 13G (passive) | Mar 31, 2026 |
| T. Rowe Price Associates, Inc. | 6,098,031 | 11.10% | 13G (passive) amendment | Jun 30, 2026 |
| Goldman Sachs & Co. LLC | 3,557,984 | 6.80% | 13G (passive) | Jun 30, 2026 |
| Susquehanna Advisors Group, Inc. | 3,332,128 | 6.30% | 13G (passive) amendment | Jun 30, 2026 |
| Renesas Electronics America Inc. | 32,892,174 | 56.00% | 13G (passive) | Sep 30, 2025 |
| Abigail P. Johnson | 3,210,752 | 12.40% | 13G (passive) | Sep 30, 2025 |
| Sculptor Capital Holding II LLC | 3,172,783 | 6.16% | 13G (passive) | May 13, 2026 |
| Css LLC/Il | 3,036,553 | 5.91% | 13G (passive) | Jun 5, 2026 |
| Citigroup Global Markets Holdings Inc. | 2,879,188 | 6.40% | 13G (passive) | Dec 31, 2025 |
| Jane Street Group, LLC | 2,663,640 | 5.10% | 13G (passive) | Aug 3, 2026 |
| State Street Corporation | 2,620,673 | 5.00% | 13G (passive) | Jun 30, 2026 |
| SIG Brokerage, LP | 2,476,242 | 5.00% | 13G (passive) | Apr 24, 2026 |
| Renesas Electronics Corporation | 18,745,855 | 39.90% | 13G (passive) amendment | Mar 31, 2026 |
| Steven A. Cohen | 1,545,987 | 6.00% | 13G (passive) | Oct 9, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of WOLF | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Renesas Electronics America Inc. | 16,852,372 | 31.80% | $813.13M | – | 100.00% |
| Slate Path Capital LP | 4,438,156 | 8.37% | $214.14M | – | 2.96% |
| Price T Rowe Associates Inc /Md/ | 3,052,303 | 5.76% | $147.28K | +1,055,280 | 0.01% |
| State Street Corp | 2,620,673 | 4.95% | $126.45M | +1,723,269 | 0.00% |
| BlackRock, Inc. | 2,353,768 | 4.44% | $113.57M | +1,892,480 | 0.00% |
| Goldman Sachs Group Inc | 2,328,048 | 4.39% | $112.33M | +955,914 | 0.01% |
| Two Sigma Investments, LP | 2,272,968 | 4.29% | $109.67M | +2,250,563 | 0.08% |
| JPMorgan Chase & Co | 2,254,870 | 4.25% | $99.76M | +2,254,868 | 0.01% |
| Morgan Stanley | 2,015,285 | 3.80% | $97.24M | −2,258,710 | 0.01% |
| First Manhattan Co. LLC. | 1,644,966 | 3.10% | $79.37M | New | 0.20% |
| Vanguard Capital Management LLC | 1,380,299 | 2.60% | $66.60M | −418,078 | 0.00% |
| Millennium Management LLC | 1,012,371 | 1.91% | $48.85M | +138,307 | 0.02% |
| UBS Group AG | 969,822 | 1.83% | $46.79M | +130,750 | 0.01% |
| Hill City Capital, LP | 935,000 | 1.76% | $45.11M | +50,000 | 1.05% |
| Think Investments LP | 902,100 | 1.70% | $43.53M | New | 5.14% |
| Avantyr Capital Partners, LP | 811,392 | 1.53% | $39.15M | New | 1.44% |
| Geode Capital Management, LLC | 760,106 | 1.43% | $36.68M | +448,823 | 0.00% |
| Citigroup Inc | 734,962 | 1.39% | $35.46M | −2,535,728 | 0.01% |
| CloudAlpha Capital Management Limited/Hong Kong | 719,134 | 1.36% | $34.70M | New | 0.99% |
| Bnp Paribas Arbitrage, Snc | 709,546 | 1.34% | $34.24M | +538,372 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 265 | 66M | 100.0% | 152 / 51 | 31 / 36 | 27M | 15M |
| Q1 2026 | 153 | 53M | 100.0% | 42 / 62 | 30 / 29 | 20M | 10M |
| Q4 2025 | 148 | 44M | 83.7% | 64 / 32 | 37 / 42 | 36M | 10M |
| Q3 2025 | 129 | 18M | 34.7% | 129 / 0 | 0 / 0 | 18M | 0M |
| Q2 2025 | 0 | 0M | 0.0% | 0 / 0 | 0 / 1 | 0M | 0M |
| Q1 2025 | 1 | 0M | 0.0% | 0 / 0 | 0 / 1 | 0M | 0M |
| Q4 2024 | 2 | 0M | 0.0% | 1 / 0 | 0 / 0 | 0M | 0M |
| Q3 2024 | 1 | 0M | 0.0% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q2 2024 | 1 | 0M | 0.0% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q1 2024 | 1 | 0M | 0.0% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q4 2023 | 1 | 0M | 0.0% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q3 2023 | 1 | 0M | 0.0% | 0 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of WOLF | Value | % of fund | As of |
|---|---|---|---|---|---|
| State Street(R) SPDR(R) S&P(R) Semiconductor ETF | 1,687,518 | 3.18% | $81.42M | 2.34% | Jun 30, 2026 |
| T. Rowe Price Mid-Cap Value Fund, Inc. | 1,357,156 | 2.56% | $65.48M | 0.40% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 998,122 | 1.88% | $48.16M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 756,449 | 1.43% | $36.50M | 0.04% | Jun 30, 2026 |
| Columbia Small Cap Growth Fund | 379,830 | 0.72% | $22.52M | 0.61% | May 31, 2026 |
| Fidelity Capital and Income Fund | 353,440 | 0.67% | $8.35M | 0.05% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 349,255 | 0.66% | $16.85M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 315,865 | 0.60% | $7.46M | 0.02% | Jul 31, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 307,200 | 0.58% | $14.82M | 0.10% | Jun 30, 2026 |
| State Street(R) SPDR(R) Bloomberg Convertible Securities ETF | 281,650 | 0.53% | $13.59M | 0.22% | Jun 30, 2026 |
| Calamos Market Neutral Income Fund | 279,148 | 0.53% | $6.59M | 0.04% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 270,424 | 0.51% | $13.05M | 0.09% | Jun 30, 2026 |
| Carillon Scout Mid Cap Fund | 255,069 | 0.48% | $12.31M | 0.29% | Jun 30, 2026 |
| JPMorgan U.S. Tech Leaders ETF | 241,276 | 0.46% | $11.64M | 0.25% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 194,274 | 0.37% | $9.37M | 0.09% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Robert A. Feurle | CEO and Director | 355,810 | 0.67% | Sep 2, 2026 |
| Bradley D. Kohn | EVP Chief Legal/Global Affairs | 58,764 | 0.11% | Sep 2, 2026 |
| David Todd Emerson | Chief Operating Officer | 156,151 | 0.29% | Sep 2, 2026 |
| Issum Gregor van | CFO & Executive Vice President | 152,570 | 0.29% | Sep 2, 2026 |
| Kevin Speirits | Interim CFO | 29,662 | 0.06% | Aug 4, 2025 |
| Neill Reynolds | Executive Vice President & CFO | 195,257 | 0.37% | Apr 30, 2025 |
| Andreas W. Mattes | Director | 16,529 | 0.03% | Sep 2, 2026 |
| Aris Bolisay | Director | 0 | – | Feb 9, 2026 |
| Michael W. Bokan | Director | 31,732 | 0.06% | Dec 19, 2025 |
| Anthony Abate | Director | 31,732 | 0.06% | Dec 19, 2025 |
| Mark Edwin Jensen | Director | 31,732 | 0.06% | Dec 19, 2025 |
| Paul V. Walsh Jr | Director | 31,732 | 0.06% | Dec 19, 2025 |
| Eric S. Musser | Director | 31,732 | 0.06% | Dec 19, 2025 |
| Hong Q. Hou | Director | 31,732 | 0.06% | Dec 19, 2025 |
| John C. Hodge | Director | 50,688 | 0.10% | May 12, 2025 |
| Thomas H. Werner | Director | 264,518 | 0.50% | May 1, 2025 |
| Thomas J. Seifert | Director | 20,476 | 0.04% | Feb 3, 2025 |
| George Haywood Young III | Director | 25,000 | 0.05% | Dec 9, 2024 |
| Duy Loan T. Le | Director | 83,879 | 0.16% | Dec 6, 2024 |
| Darren R. Jackson | Director | 119,080 | 0.22% | Dec 6, 2024 |
| Stacy J. Smith | Director | 72,191 | 0.14% | Dec 6, 2024 |
| Marvin Riley | Director | 32,131 | 0.06% | Dec 6, 2024 |
| Glenda Dorchak | Director | 37,522 | 0.07% | Dec 6, 2024 |
| Inc Citigroup | 10% owner | 2,779,930 | 5.25% | Nov 4, 2025 |
| Electronics Corp Renesas | 10% owner | – | – | Oct 6, 2025 |
| Electronics America Inc. Renesas | 10% owner | 16,852,372 | 31.80% | Oct 6, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Bradley D. Kohn EVP Chief Legal/Global Affairs | Sep 1, 2026 | Award | +19,835 | – | – | 58,764 |
| Robert A. Feurle CEO and Director | Sep 1, 2026 | Award | +76,037 | – | – | 355,810 |
| Issum Gregor van CFO & Executive Vice President | Sep 1, 2026 | Tax withholding | −19,693 | $26.31 | $518.12K | 152,570 |
| Issum Gregor van CFO & Executive Vice President | Sep 1, 2026 | Award | +33,555 | – | – | 186,125 |
| Andreas W. Mattes Director | Sep 1, 2026 | Award | +16,529 | – | – | 16,529 |
| David Todd Emerson Chief Operating Officer | Sep 1, 2026 | Award | +33,059 | – | – | 156,151 |
| David Todd Emerson Chief Operating Officer | Aug 31, 2026 | Gift | −718 | – | – | 123,092 |
| David Todd Emerson Chief Operating Officer | Jul 15, 2026 | Tax withholding | −3,299 | $35.10 | $115.79K | 123,810 |
| Robert A. Feurle CEO and Director | Jul 15, 2026 | Tax withholding | −8,247 | $35.10 | $289.47K | 279,773 |
| Bradley D. Kohn EVP Chief Legal/Global Affairs | Jul 1, 2026 | Award | +38,775 | – | – | 38,929 |
| Robert A. Feurle CEO and Director | May 1, 2026 | Tax withholding | −29,307 | $36.76 | $1.08M | 288,020 |
| Hong Q. Hou Director | Dec 17, 2025 | Award | +31,732 | – | – | 31,732 |
| Anthony Abate Director | Dec 17, 2025 | Award | +31,732 | – | – | 31,732 |
| Eric S. Musser Director | Dec 17, 2025 | Award | +31,732 | – | – | 31,732 |
| Paul V. Walsh Jr Director | Dec 17, 2025 | Award | +31,732 | – | – | 31,732 |
| Mark Edwin Jensen Director | Dec 17, 2025 | Award | +31,732 | – | – | 31,732 |
| Michael W. Bokan Director | Dec 17, 2025 | Award | +31,732 | – | – | 31,732 |
| David Todd Emerson Chief Operating Officer | Dec 8, 2025 | Award | +126,931 | – | – | 127,109 |
| Robert A. Feurle CEO and Director | Dec 8, 2025 | Award | +317,327 | – | – | 317,327 |
| Issum Gregor van CFO & Executive Vice President | Dec 8, 2025 | Award | +172,263 | – | – | 172,263 |
| Inc Citigroup 10% owner | Oct 31, 2025 | Buy | +53,530 | $27.46 | $1.47M | 2,779,930 |
| Inc Citigroup 10% owner | Oct 31, 2025 | Sale | −194,423 | $26.18 | $5.09M | 2,585,507 |
| Inc Citigroup 10% owner | Oct 31, 2025 | Buy | +24,773 | $26.67 | $660.70K | 2,726,400 |
| Inc Citigroup 10% owner | Oct 30, 2025 | Buy | +116,002 | $26.12 | $3.03M | 2,701,627 |
| David Todd Emerson Chief Operating Officer | Sep 29, 2025 | Other | +178 | – | – | 178 |
| David Todd Emerson Chief Operating Officer | Sep 29, 2025 | Other | −21,300 | – | – | 0 |
| Kevin Speirits Interim CFO | Aug 1, 2025 | Tax withholding | −3,493 | $1.52 | $5.31K | 29,662 |
| John C. Hodge Director | May 12, 2025 | Award | +3,048 | $3.28 | $10.00K | 50,688 |
| Thomas H. Werner Director | Apr 30, 2025 | Award | +22,500 | – | – | 263,835 |
| Neill Reynolds Executive Vice President & CFO | Apr 28, 2025 | Sale(10b5-1 plan) | −13,909 | $3.99 | $55.50K | 195,257 |
| Thomas H. Werner Executive Chair, Director | Mar 31, 2025 | Award | +22,500 | – | – | 241,335 |
| Thomas H. Werner Executive Chair, Director | Feb 28, 2025 | Award | +36,947 | – | – | 218,835 |
| Thomas J. Seifert Director | Feb 3, 2025 | Award | +1,642 | $6.09 | $10.00K | 20,476 |
| John C. Hodge Director | Feb 3, 2025 | Award | +1,642 | $6.09 | $10.00K | 47,640 |
| Thomas H. Werner Executive Chair, Director | Jan 31, 2025 | Award | +34,201 | – | – | 181,888 |
| Thomas H. Werner Executive Chair, Director | Dec 31, 2024 | Award | +39,138 | – | – | 147,687 |
| Thomas J. Seifert Director | Dec 5, 2024 | Award | +18,834 | – | – | 18,834 |
| George Haywood Young III Director | Dec 5, 2024 | Award | +18,834 | – | – | 33,834 |
| John C. Hodge Director | Dec 5, 2024 | Award | +18,834 | – | – | 45,998 |
| Darren R. Jackson Director | Dec 5, 2024 | Award | +18,834 | – | – | 104,830 |
| Duy Loan T. Le Director | Dec 5, 2024 | Award | +18,834 | – | – | 63,879 |
| Glenda Dorchak Director | Dec 5, 2024 | Award | +18,834 | – | – | 37,522 |
| Marvin Riley Director | Dec 5, 2024 | Award | +18,834 | – | – | 32,131 |
| Stacy J. Smith Director | Dec 5, 2024 | Award | +18,834 | – | – | 72,191 |
| Glenda Dorchak Director | Nov 22, 2024 | Buy | +3,592 | $8.33 | $29.92K | 18,688 |
| Thomas H. Werner Director | Nov 20, 2024 | Buy | +37,500 | $6.53 | $244.88K | 108,549 |
| Darren R. Jackson Director | Nov 20, 2024 | Buy | +36,975 | $6.76 | $249.95K | 85,996 |
| Stacy J. Smith Director | Nov 20, 2024 | Buy | +30,376 | $6.43 | $195.32K | 53,357 |
| Duy Loan T. Le Director | Nov 20, 2024 | Buy | +10,000 | $6.38 | $63.80K | 20,000 |
| Duy Loan T. Le Director | Nov 20, 2024 | Buy | +10,000 | $6.30 | $63.00K | 45,045 |
| John C. Hodge Director | Nov 8, 2024 | Award | +1,200 | $8.33 | $10.00K | 27,164 |
| Stacy J. Smith Director | Nov 8, 2024 | Award | +2,400 | $8.33 | $19.99K | 22,981 |
| Stacy J. Smith Director | Aug 23, 2024 | Award | +1,558 | $12.83 | $19.99K | 20,581 |
| John C. Hodge Director | Aug 23, 2024 | Award | +828 | $12.83 | $10.62K | 25,964 |
| Gregg A. Lowe PRESIDENT & CEO, Director | Aug 1, 2024 | Tax withholding | −12,334 | $16.43 | $202.65K | 583,562 |
| Gregg A. Lowe PRESIDENT & CEO, Director | Aug 1, 2024 | Award | +126,479 | – | – | 710,796 |
| Neill Reynolds Executive Vice President & CFO | Aug 1, 2024 | Award | +50,591 | – | – | 209,166 |
| Neill Reynolds Executive Vice President & CFO | Aug 1, 2024 | Tax withholding | −3,291 | $16.43 | $54.07K | 158,575 |
| Marvin Riley Director | May 28, 2024 | Buy | +1,422 | $27.06 | $38.48K | 13,297 |
| Marvin Riley Director | May 28, 2024 | Buy | +444 | $27.03 | $12.00K | 11,875 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| P. Reynolds Neill Officer | Apr 28, 2025 | 13,909 | $55.50K | Apr 28, 2025 | Restricted Stock |
| P. Reynolds Neill Officer | Dec 22, 2023 | 3,000 | $134.81K | Dec 22, 2023 | Restricted Stock |
| P. Reynolds Neill Officer | Dec 15, 2023 | 3,500 | $153.99K | Dec 15, 2023 | Restricted Stock |
| P. Reynolds Neill Officer | Dec 8, 2023 | 3,500 | $140.49K | Dec 8, 2023 | Restricted Stock |