Smart Money Radar / Tickers / WOLF

WOLF Semiconductors & Semiconductor Equipment

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
72
of 153 total, index funds excluded
This quarter
+23
22 out
Conviction
n/a
Streak
2q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2016Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $864M held
FundValueNote
Renesas Electronics America… $275M
MORGAN STANLEY $70M
Slate Path Capital LP $68M
CITIGROUP INC $53M
PRICE T ROWE ASSOCIATES INC… $33M
VANGUARD CAPITAL MANAGEMENT… $29M
FMR LLC $26M
VOYA INVESTMENT MANAGEMENT … $23M
GOLDMAN SACHS GROUP INC $22M
Capital Research Global Inv… $22M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.