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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
Envestnet Asset Management Inc75,331$8.42M0.00%+75,331New
Mirae Asset Global Investments Co., Ltd.73,687$8.24M0.02%+31,046+72.8%Added
Susquehanna Fundamental Investments, LLC73,174$8.18M0.21%+17,074+30.4%Added
Parallax Volatility Advisers, L.P.71,337$7.97M0.10%+71,337New
State of New Jersey Common Pension Fund D69,155$7.73M0.02%+69,155New
Agf Investments Inc.67,638$7.56M0.05%+18,285+37.0%Added
Public Employees Retirement System of Ohio66,907$7.48M0.03%−2,621−3.8%Reduced
Capital International Ltd63,114$7.05M0.36%+10,134+19.1%Added
AGF Investments America Inc.62,025$6.93M1.33%00.0%Unchanged
Credit Agricole S A61,989$6.93M0.23%+61,989New
Yousif Capital Management, LLC61,187$6.84M0.07%+61,187New
PFS Investments Inc.59,137$6.61M0.13%−2,143−3.5%Reduced
Jane Street Group, LLC57,857$6.47M0.01%+35,747+161.7%Added
MetLife Investment Management56,162$6.28M0.05%+689+1.2%Added
NZS Capital, LLC55,147$6.16M0.54%−4,182−7.0%Reduced
Capital International Sarl53,432$5.97M0.28%+24,644+85.6%Added
Putnam Investments LLC51,537$5.76M0.01%−5,910−10.3%Reduced
Stifel Financial Corp50,853$5.68M0.01%+6,418+14.4%Added
Aquila Investment Management LLC50,000$5.59M2.70%+50,000New
Essex Investment Management Co LLC49,303$5.51M0.63%+5,168+11.7%Added
Rheos Capital Works Inc.47,000$5.25M0.23%+47,000New
Handelsinvest Investeringsforvaltning45,000$5.03M0.51%00.0%Unchanged
Treasurer of the State of North Carolina41,839$4.68M0.02%+300+0.7%Added
Ameritas Investment Partners, Inc.41,687$4.66M0.16%+400+1.0%Added
HRT Financial LP41,312$4.62M0.03%+41,312New
AtonRa Partners40,965$4.58M1.59%+6,929+20.4%Added
Voloridge Investment Management, LLC40,681$4.55M0.02%−138,165−77.3%Reduced
Weiss Multi-Strategy Advisers LLC40,034$4.47M0.10%+40,034New
ProShare Advisors LLC38,603$4.32M0.01%+11,738+43.7%Added
Skandinaviska Enskilda Banken AB (publ)38,900$4.30M0.02%+38,900New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys38,423$4.29M0.05%+275+0.7%Added
Perpetual Investment Management Ltd38,312$4.28M0.49%00.0%Unchanged
Oregon Public Employees Retirement Fund37,326$4.17M0.05%+37,326New
Advisor Group Holdings, Inc.34,956$3.97M0.01%+13,835+65.5%Added
Tudor Investment Corp Et Al35,529$3.97M0.08%−1,951−5.2%Reduced
CloudAlpha Capital Management Limited/Hong Kong35,000$3.91M4.58%+16,000+84.2%Added
Janney Montgomery Scott LLC34,405$3.85M0.01%−5,233−13.2%Reduced
Arizona State Retirement System31,190$3.49M0.03%−263−0.8%Reduced
LGT Group Foundation30,784$3.44M0.09%+30,784New
Thrivent Financial for Lutherans30,557$3.42M0.01%+374+1.2%Added
Shelton Capital Management30,115$3.37M0.12%00.0%Unchanged
Louisiana State Employees Retirement System29,800$3.33M0.07%+300+1.0%Added
State of Michigan Retirement System29,391$3.29M0.02%+29,391New
Susquehanna International Group, LLP27,954$3.12M0.00%−43,521−60.9%Reduced
China Universal Asset Management Co., Ltd.26,918$3.01M0.72%+26,918New
Macquarie Group Ltd26,742$2.99M0.00%+26,742New
Glaxis Capital Management, LLC25,795$2.88M7.64%+20,795+415.9%Added
New Mexico Educational Retirement Board23,900$2.67M0.09%00.0%Unchanged
Nisa Investment Advisors, LLC28,200$2.66M0.02%+100+0.4%Added
F/M Investments LLC23,620$2.64M1.93%+23,620New
Voya Investment Management LLC23,251$2.60M0.00%−4,297−15.6%Reduced
Truist Financial Corp22,614$2.53M0.00%+8,000+54.7%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main22,659$2.51M0.00%00.0%Unchanged
Teacher Retirement System of Texas22,361$2.50M0.01%+22,361New
EAM Global Investors LLC21,437$2.40M0.43%+21,437New
Utah Retirement Systems20,900$2.34M0.03%+100+0.5%Added
Kestra Advisory Services, LLC20,800$2.33M0.02%+3,500+20.2%Added
Metropolitan Life Insurance Co20,725$2.32M0.03%−354−1.7%Reduced
Zenyatta Capital Management LP20,000$2.23M0.84%+20,000New
Northwestern Mutual Investment Management Company, LLC19,211$2.15M0.04%+19,211New
Pathstone Family Office, LLC18,761$2.10M0.05%−920−4.7%Reduced
Federated Hermes, Inc.18,623$2.08M0.00%−163−0.9%Reduced
Slow Capital, Inc.18,605$2.08M0.36%+328+1.8%Added
Commonwealth Equity Services, LLC18,244$2.04M0.00%+1,542+9.2%Added
Boston Family Office LLC18,129$2.03M0.13%−60.0%Reduced
Mass Ave Global Inc.18,110$2.02M1.06%+18,110New
Guggenheim Capital LLC17,640$1.97M0.01%+4,263+31.9%Added
Pacer Advisors, Inc.17,320$1.94M0.02%+305+1.8%Added
Zurcher Kantonalbank (Zurich Cantonalbank)17,031$1.90M0.01%+4,242+33.2%Added
Brinker Capital Investments, LLC16,882$1.89M0.03%−1,452−7.9%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.16,776$1.88M0.01%+16,776New
State of Alaska, Department of Revenue16,775$1.87M0.02%−945−5.3%Reduced
Eaton Vance Management16,640$1.86M0.00%+13+0.1%Added
Gilder Gagnon Howe & Co LLC16,502$1.84M0.01%00.0%Unchanged
Teachers Retirement System of the State of Kentucky15,970$1.78M0.02%00.0%Unchanged
Green Alpha Advisors, LLC15,576$1.74M1.18%+276+1.8%Added
Public Employees Retirement Association of Colorado15,474$1.73M0.01%00.0%Unchanged
ExodusPoint Capital Management, LP15,111$1.69M0.02%−98,924−86.7%Reduced
AMJ Financial Wealth Management15,026$1.68M0.61%−1,629−9.8%Reduced
Wolverine Trading, LLC14,885$1.65M0.02%+12,310+478.1%Added
Vestmark Advisory Solutions, Inc.14,711$1.64M0.09%−2,364−13.8%Reduced
Duality Advisers, LP14,356$1.60M0.17%+3,117+27.7%Added
Natixis Advisors, L.P.14,219$1.59M0.01%+14,219New
Edmond de Rothschild Holding S.A.14,142$1.58M0.03%+12,047+575.0%Added
State of Wisconsin Investment Board14,028$1.57M0.00%−428−3.0%Reduced
Prudential Financial Inc11,662$1.55M0.00%−1,129−8.8%Reduced
Arbor Capital Management Inc13,100$1.46M1.04%+13,100New
Quaero Capital S.A.13,062$1.46M1.00%−2,382−15.4%Reduced
Alpha DNA Investment Management LLC12,946$1.45M0.93%+12,946New
Xponance, Inc.12,874$1.44M0.02%+12,874New
Squarepoint Ops LLC12,854$1.44M0.01%+8,054+167.8%Added
CIBC Private Wealth Group, LLC12,655$1.42M0.00%−1,346−9.6%Reduced
Arden Trust Co12,445$1.39M0.24%−1,754−12.4%Reduced
Citadel Advisors LLC12,273$1.37M0.00%−144,193−92.2%Reduced
Seldon Capital LP12,219$1.37M0.88%+12,219New
BIT Capital GmbH12,179$1.36M0.11%+139+1.2%Added
Baird Financial Group, Inc.12,112$1.35M0.00%+12,112New
Rothschild Investment Corp12,100$1.35M0.10%+12,100New
Everett Harris & Co12,000$1.34M0.02%00.0%Unchanged
Trivest Advisors Ltd12,000$1.34M0.12%+12,000New