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Wolfspeed, Inc.

WOLF
Exchange
NYSE
Industry
Semiconductors & Related Devices
SEC CIK
0000895419

No open-market purchases or sales by Wolfspeed, Inc. insiders were filed in the last 90 days; 267 institutions reported holding it in 13F filings for Q2 2026, worth $3.16B in total; Third Point is the only superinvestor holding it.

13F holders, Q4 2021

Institutional positions in Wolfspeed, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
450
+114 vs. Q3 2021
Shares held
123.9M
+6.53M (+5.6%) vs. Q3 2021
Total value
$13.8B
+$4.47B (+47.6%) vs. Q3 2021
New holders
171
114 more added
Sold out
57
111 more reduced

5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting WOLF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2021: 450 institutions
Q1 2021: 412 institutionsQ2 2021: 403 institutionsQ3 2021: 341 institutionsQ4 2021: 450 institutionsQ1 2022: 441 institutionsQ2 2022: 424 institutionsQ3 2022: 507 institutionsQ4 2022: 498 institutionsQ1 2023: 473 institutionsQ2 2023: 441 institutionsQ3 2023: 408 institutionsQ4 2023: 403 institutionsQ1 2024: 371 institutionsQ2 2024: 344 institutionsQ3 2024: 321 institutionsQ4 2024: 307 institutionsQ1 2025: 306 institutionsQ2 2025: 220 institutionsQ3 2025: 136 institutionsQ4 2025: 152 institutionsQ1 2026: 154 institutionsQ2 2026: 267 institutions
Value heldQ4 2021: $13.8B
Q1 2021: $13.1BQ2 2021: $12.1BQ3 2021: $9.44BQ4 2021: $13.8BQ1 2022: $14.8BQ2 2022: $8.19BQ3 2022: $13.2BQ4 2022: $9.30BQ1 2023: $9.02BQ2 2023: $7.64BQ3 2023: $5.23BQ4 2023: $6.01BQ1 2024: $4.11BQ2 2024: $3.20BQ3 2024: $1.48BQ4 2024: $936.1MQ1 2025: $427.1MQ2 2025: $26.3MQ3 2025: $485.4MQ4 2025: $774.3MQ1 2026: $864.5MQ2 2026: $3.16B
Institutions holding WOLF and their total value by quarter
QuarterHoldersValue
Q2 2026267$3.16B
Q1 2026154$864.5M
Q4 2025152$774.3M
Q3 2025136$485.4M
Q2 2025220$26.3M
Q1 2025306$427.1M
Q4 2024307$936.1M
Q3 2024321$1.48B
Q2 2024344$3.20B
Q1 2024371$4.11B
Q4 2023403$6.01B
Q3 2023408$5.23B
Q2 2023441$7.64B
Q1 2023473$9.02B
Q4 2022498$9.30B
Q3 2022507$13.2B
Q2 2022424$8.19B
Q1 2022441$14.8B
Q4 2021450$13.8B
Q3 2021341$9.44B
Q2 2021403$12.1B
Q1 2021412$13.1B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Wolfspeed, Inc.; share changes are against Q3 2021.

Institutions holding WOLF in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Qube Research & Technologies Ltd5,828$651.0K0.01%+5,828New
Panagora Asset Management Inc6,042$675.0K0.00%−3,159−34.3%Reduced
Russell Investments Group, Ltd.6,127$684.0K0.00%−2,664−30.3%Reduced
AE Wealth Management LLC6,239$697.0K0.00%+6,239New
The PNC Financial Services Group, Inc.6,261$699.0K0.00%+431+7.4%Added
ETF Managers Group, LLC6,318$699.0K0.01%+6,318New
Blueshift Asset Management, LLC6,397$715.0K0.06%−13,097−67.2%Reduced
Garner Asset Management Corp6,530$730.0K0.31%−15−0.2%Reduced
FDx Advisors, Inc.6,621$740.0K0.02%−152−2.2%Reduced
Northeast Financial Consultants Inc7,135$797.0K0.05%−5,179−42.1%Reduced
First Republic Investment Management, Inc.7,348$821.0K0.00%+3,910+113.7%Added
Twinbeech Capital LP7,528$841.0K0.05%+7,528New
Ergoteles LLC7,641$854.0K0.03%+7,641New
Meiji Yasuda Life Insurance Co7,730$864.0K0.02%00.0%Unchanged
Wrapmanager Inc7,766$868.0K0.22%−496−6.0%Reduced
Summit Financial, LLC7,800$871.8K0.07%−233−2.9%Reduced
Gotham Asset Management, LLC8,216$918.0K0.03%+8,216New
American Trust8,226$919.0K0.07%+8,226New
Berkshire Asset Management LLC8,244$921.0K0.06%−1,626−16.5%Reduced
Oppenheimer Asset Management Inc.8,351$933.0K0.01%−843−9.2%Reduced
Cambridge Investment Research Advisors, Inc.8,366$935.0K0.00%−15−0.2%Reduced
Luminus Management LLC8,438$943.0K0.22%+8,438New
Maryland State Retirement & Pension System8,447$944.0K0.02%00.0%Unchanged
Tower Research Capital LLC (TRC)8,590$960.0K0.02%−10,821−55.7%Reduced
JustInvest LLC9,001$1.01M0.06%+9,001New
Campbell & CO Investment Adviser LLC9,100$1.02M0.35%+9,100New
STRS Ohio9,201$1.03M0.00%+9,201New
HighTower Advisors, LLC9,275$1.03M0.00%+9,275New
Doliver Advisors, LP11,237$1.04M0.33%+782+7.5%Added
Kovitz Investment Group Partners, LLC10,170$1.08M0.03%+5,770+131.1%Added
Peregrine Capital Management LLC9,765$1.09M0.02%+9,765New
State of Tennessee, Treasury Department10,000$1.12M0.00%+249+2.6%Added
Raymond James Financial Services Advisors, Inc.10,017$1.12M0.00%+291+3.0%Added
Millennium Management LLC10,051$1.12M0.00%−57,871−85.2%Reduced
KBC Group NV10,054$1.12M0.00%−9,301−48.1%Reduced
Crossmark Global Holdings, Inc.10,140$1.13M0.02%−1,690−14.3%Reduced
Neumann Advisory Hong Kong Ltd10,223$1.14M0.20%+10,223New
Tatro Capital, LLC10,303$1.15M0.83%+10,303New
Quantitative Investment Management, LLC10,404$1.16M0.16%+10,404New
Bank of Montreal10,469$1.17M0.00%−2,592−19.8%Reduced
Stephens Inc10,692$1.20M0.02%−2,717−20.3%Reduced
Virginia Retirement Systems Et Al10,700$1.20M0.01%+2,400+28.9%Added
Alpine Global Management, LLC10,770$1.20M0.18%+10,770New
SG Americas Securities, LLC10,787$1.21M0.01%−28,565−72.6%Reduced
Picton Mahoney Asset Management10,860$1.21M0.04%−1,385−11.3%Reduced
Victory Capital Management Inc10,991$1.23M0.00%−309−2.7%Reduced
Granite Point Capital Management, L.P.11,000$1.23M0.48%00.0%Unchanged
Pier Capital, LLC11,276$1.26M0.13%+873+8.4%Added
Profund Advisors LLC11,391$1.27M0.04%+476+4.4%Added
Advisory Research Inc11,715$1.31M0.10%+9,172+360.7%Added
Everett Harris & Co12,000$1.34M0.02%00.0%Unchanged
Trivest Advisors Ltd12,000$1.34M0.12%+12,000New
Rothschild Investment Corp12,100$1.35M0.10%+12,100New
Baird Financial Group, Inc.12,112$1.35M0.00%+12,112New
BIT Capital GmbH12,179$1.36M0.11%+139+1.2%Added
Seldon Capital LP12,219$1.37M0.88%+12,219New
Citadel Advisors LLC12,273$1.37M0.00%−144,193−92.2%Reduced
Arden Trust Co12,445$1.39M0.24%−1,754−12.4%Reduced
CIBC Private Wealth Group, LLC12,655$1.42M0.00%−1,346−9.6%Reduced
Squarepoint Ops LLC12,854$1.44M0.01%+8,054+167.8%Added
Xponance, Inc.12,874$1.44M0.02%+12,874New
Alpha DNA Investment Management LLC12,946$1.45M0.93%+12,946New
Quaero Capital S.A.13,062$1.46M1.00%−2,382−15.4%Reduced
Arbor Capital Management Inc13,100$1.46M1.04%+13,100New
Prudential Financial Inc11,662$1.55M0.00%−1,129−8.8%Reduced
State of Wisconsin Investment Board14,028$1.57M0.00%−428−3.0%Reduced
Edmond de Rothschild Holding S.A.14,142$1.58M0.03%+12,047+575.0%Added
Natixis Advisors, L.P.14,219$1.59M0.01%+14,219New
Duality Advisers, LP14,356$1.60M0.17%+3,117+27.7%Added
Vestmark Advisory Solutions, Inc.14,711$1.64M0.09%−2,364−13.8%Reduced
Wolverine Trading, LLC14,885$1.65M0.02%+12,310+478.1%Added
AMJ Financial Wealth Management15,026$1.68M0.61%−1,629−9.8%Reduced
ExodusPoint Capital Management, LP15,111$1.69M0.02%−98,924−86.7%Reduced
Public Employees Retirement Association of Colorado15,474$1.73M0.01%00.0%Unchanged
Green Alpha Advisors, LLC15,576$1.74M1.18%+276+1.8%Added
Teachers Retirement System of the State of Kentucky15,970$1.78M0.02%00.0%Unchanged
Gilder Gagnon Howe & Co LLC16,502$1.84M0.01%00.0%Unchanged
Eaton Vance Management16,640$1.86M0.00%+13+0.1%Added
State of Alaska, Department of Revenue16,775$1.87M0.02%−945−5.3%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.16,776$1.88M0.01%+16,776New
Brinker Capital Investments, LLC16,882$1.89M0.03%−1,452−7.9%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)17,031$1.90M0.01%+4,242+33.2%Added
Pacer Advisors, Inc.17,320$1.94M0.02%+305+1.8%Added
Guggenheim Capital LLC17,640$1.97M0.01%+4,263+31.9%Added
Mass Ave Global Inc.18,110$2.02M1.06%+18,110New
Boston Family Office LLC18,129$2.03M0.13%−60.0%Reduced
Commonwealth Equity Services, LLC18,244$2.04M0.00%+1,542+9.2%Added
Slow Capital, Inc.18,605$2.08M0.36%+328+1.8%Added
Federated Hermes, Inc.18,623$2.08M0.00%−163−0.9%Reduced
Pathstone Family Office, LLC18,761$2.10M0.05%−920−4.7%Reduced
Northwestern Mutual Investment Management Company, LLC19,211$2.15M0.04%+19,211New
Zenyatta Capital Management LP20,000$2.23M0.84%+20,000New
Metropolitan Life Insurance Co20,725$2.32M0.03%−354−1.7%Reduced
Kestra Advisory Services, LLC20,800$2.33M0.02%+3,500+20.2%Added
Utah Retirement Systems20,900$2.34M0.03%+100+0.5%Added
EAM Global Investors LLC21,437$2.40M0.43%+21,437New
Teacher Retirement System of Texas22,361$2.50M0.01%+22,361New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main22,659$2.51M0.00%00.0%Unchanged
Truist Financial Corp22,614$2.53M0.00%+8,000+54.7%Added
Voya Investment Management LLC23,251$2.60M0.00%−4,297−15.6%Reduced