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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, Q1 2022

Institutional positions in Wolfspeed, Inc. as of Mar 31, 2022. 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
441
−1 vs. Q4 2021
Shares held
130.2M
+6.26M (+5.1%) vs. Q4 2021
Total value
$14.8B
+$959.9M (+6.9%) vs. Q4 2021
New holders
73
178 more added
Sold out
74
112 more reduced

8 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 441 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 heldQ1 2022: $14.8B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Wolfspeed, Inc.; share changes are against Q4 2021.

Institutions holding WOLF in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
ProShare Advisors LLC30,520$3.48M0.01%−8,083−20.9%Reduced
Arizona State Retirement System31,415$3.58M0.03%+225+0.7%Added
Louisiana State Employees Retirement System32,400$3.65M0.09%+2,600+8.7%Added
Bridgewater Associates, LP32,143$3.66M0.01%+32,143New
Thrivent Financial for Lutherans32,291$3.68M0.01%+1,734+5.7%Added
Oregon Public Employees Retirement Fund39,574$4.51M0.05%+2,248+6.0%Added
Handelsinvest Investeringsforvaltning40,000$4.55M0.55%−5,000−11.1%Reduced
Ardsley Advisory Partners LP40,000$4.55M0.94%+40,000New
Driehaus Capital Management LLC40,359$4.59M0.06%−49,533−55.1%Reduced
Agf Investments Inc.40,571$4.62M0.03%−27,067−40.0%Reduced
Tower Research Capital LLC (TRC)43,405$4.94M0.05%+34,815+405.3%Added
Ameritas Investment Partners, Inc.43,711$4.98M0.18%+2,024+4.9%Added
Treasurer of the State of North Carolina44,169$5.03M0.03%+2,330+5.6%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys45,289$5.16M0.05%+6,866+17.9%Added
ExodusPoint Capital Management, LP48,693$5.54M0.08%+33,582+222.2%Added
LGT Group Foundation49,537$5.59M0.13%+18,753+60.9%Added
Woodline Partners LP49,448$5.63M0.09%−72,163−59.3%Reduced
Macquarie Group Ltd49,765$5.67M0.01%+23,023+86.1%Added
Aquila Investment Management LLC50,000$5.69M3.23%00.0%Unchanged
Essex Investment Management Co LLC50,210$5.72M0.71%+907+1.8%Added
Amundi52,970$6.03M0.00%+52,970New
Putnam Investments LLC54,259$6.18M0.01%+2,722+5.3%Added
AGF Investments America Inc.58,261$6.63M1.21%−3,764−6.1%Reduced
Candriam Luxembourg S.C.A.58,693$6.68M0.05%+58,693New
NZS Capital, LLC61,279$6.98M0.71%+6,132+11.1%Added
PFS Investments Inc.61,839$7.04M0.13%+2,702+4.6%Added
Balyasny Asset Management LLC63,143$7.19M0.03%+63,143New
Stifel Financial Corp63,407$7.22M0.01%+12,554+24.7%Added
Berkshire Capital Holdings Inc63,840$7.27M1.48%+63,830+638,300.0%Added
Public Employees Retirement System of Ohio64,428$7.34M0.03%−2,479−3.7%Reduced
Yousif Capital Management, LLC64,522$7.35M0.08%+3,335+5.5%Added
Hodges Capital Management Inc.68,579$7.81M0.62%+68,579New
State of New Jersey Common Pension Fund D69,155$7.87M0.03%00.0%Unchanged
Parallax Volatility Advisers, L.P.70,068$7.98M0.19%−1,269−1.8%Reduced
Susquehanna Fundamental Investments, LLC73,174$8.33M0.16%00.0%Unchanged
Eaton Vance Management74,178$8.45M0.01%+57,538+345.8%Added
Healthcare of Ontario Pension Plan Trust Fund76,261$8.68M0.03%−3,762−4.7%Reduced
Capital International Sarl76,877$8.75M0.43%+23,445+43.9%Added
Credit Agricole S A77,098$8.78M0.27%+15,109+24.4%Added
TD Asset Management Inc77,600$8.84M0.01%+77,600New
Millennium Management LLC78,130$8.90M0.01%+68,079+677.3%Added
Envestnet Asset Management Inc78,935$8.99M0.00%+3,604+4.8%Added
MetLife Investment Management79,755$9.08M0.06%+23,593+42.0%Added
Capital International Ltd80,006$9.11M0.52%+16,892+26.8%Added
Erste Asset Management GmbH80,750$9.33M0.18%00.0%Unchanged
Deutsche Bank AG82,030$9.34M0.00%−22,268−21.4%Reduced
Amalgamated Bank84,090$9.57M0.07%+954+1.1%Added
Amalgamated Financial Corp.84,090$9.57M0.08%+84,090New
Texas Permanent School Fund87,609$9.97M0.14%+3,689+4.4%Added
Weiss Multi-Strategy Advisers LLC89,527$10.2M0.24%+49,493+123.6%Added
Twin Tree Management, LP95,912$10.9M0.21%+95,912New
State of Wisconsin Investment Board97,076$11.1M0.02%+83,048+592.0%Added
Jane Street Group, LLC98,649$11.2M0.02%+40,792+70.5%Added
D. E. Shaw & Co., Inc.100,992$11.5M0.02%−602,336−85.6%Reduced
Ensign Peak Advisors, Inc106,317$12.1M0.02%00.0%Unchanged
Manufacturers Life Insurance Company, The111,858$12.7M0.01%−28,386−20.2%Reduced
Mutual of America Capital Management LLC112,681$12.8M0.14%+8,932+8.6%Added
Royal Bank of Canada117,611$13.4M0.00%+10,108+9.4%Added
Rheos Capital Works Inc.118,400$13.5M0.65%+71,400+151.9%Added
Mirae Asset Global Investments Co., Ltd.119,082$13.6M0.03%+45,395+61.6%Added
Allianz Asset Management GmbH123,240$14.0M0.01%−678,507−84.6%Reduced
State Board of Administration of Florida Retirement System129,964$14.8M0.03%00.0%Unchanged
Triodos Investment Management BV130,000$14.8M1.89%00.0%Unchanged
SEI Investments Co136,566$15.5M0.03%+6,985+5.4%Added
Wolverine Asset Management LLC138,468$15.8M0.20%−41,349−23.0%Reduced
New York State Teachers Retirement System144,099$16.4M0.03%+1,000+0.7%Added
California State Teachers Retirement System148,724$16.9M0.02%−12,514−7.8%Reduced
Banco Santander, S.A.150,000$17.1M0.18%+150,000New
Panview Asian Equity Master Fund156,322$17.8M28.45%+36,500+30.5%Added
Central Securities Corp170,000$19.4M2.06%00.0%Unchanged
D L Carlson Investment Group Inc186,070$21.2M3.52%+52,878+39.7%Added
Citadel Advisors LLC190,861$21.7M0.03%+178,588+1,455.1%Added
Allspring Global Investments Holdings, LLC196,828$22.4M0.03%−10,964−5.3%Reduced
American International Group, Inc.209,254$23.8M0.13%+13,273+6.8%Added
Firsthand Capital Management, Inc.210,000$23.9M12.43%00.0%Unchanged
Oak Harbor Wealth Partners, LLC215,218$24.5M8.04%+11,393+5.6%Added
Select Equity Group, L.P.218,843$24.9M0.08%+80,267+57.9%Added
Capital Group Private Client Services, Inc.222,814$25.4M0.28%+66,271+42.3%Added
Raymond James & Associates229,464$26.1M0.02%−5,328−2.3%Reduced
California Public Employees Retirement System233,501$26.6M0.02%−12,694−5.2%Reduced
Ameriprise Financial Inc235,018$26.8M0.01%+38,084+19.3%Added
Legal & General Group Plc241,043$27.4M0.01%+789+0.3%Added
New York State Common Retirement Fund241,377$27.5M0.03%−5,462−2.2%Reduced
Bank of Montreal239,242$27.7M0.02%+228,773+2,185.2%Added
Parametric Portfolio Associates LLC247,804$28.2M0.01%+52,109+26.6%Added
Barclays PLC273,014$31.1M0.03%+273,014New
Swiss National Bank274,741$31.3M0.02%+19,600+7.7%Added
UBS Group AG302,626$34.5M0.01%+130,411+75.7%Added
Rhumbline Advisers307,206$35.0M0.05%+4,593+1.5%Added
Retirement Systems of Alabama326,044$37.1M0.14%+10,387+3.3%Added
Handelsbanken Fonder AB328,954$37.5M0.21%−30,467−8.5%Reduced
Iridian Asset Management LLC344,197$39.2M2.95%−27,561−7.4%Reduced
Trillium Asset Management, LLC347,770$39.6M1.05%−4,705−1.3%Reduced
Natixis368,847$42.0M0.15%−52,011−12.4%Reduced
Citigroup Inc387,993$44.2M0.05%+3,003+0.8%Added
Hardman Johnston Global Advisors LLC437,922$49.9M1.60%+437,922New
Marshall Wace, LLP442,816$50.4M0.10%−7,313−1.6%Reduced
Brilliance Asset Management Ltd454,657$51.8M20.37%−7,400−1.6%Reduced
Nan Shan Life Insurance Co., Ltd.465,522$53.0M0.93%−57,710−11.0%Reduced
Janus Henderson Group PLC469,203$53.4M0.03%+772+0.2%Added