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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, Q2 2022

Institutional positions in Wolfspeed, Inc. as of Jun 30, 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
424
−9 vs. Q1 2022
Shares held
129.0M
−663.6K (−0.5%) vs. Q1 2022
Total value
$8.19B
−$6.56B (−44.5%) vs. Q1 2022
New holders
69
144 more added
Sold out
78
138 more reduced

8 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 424 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 heldQ2 2022: $8.19B
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, Q2 2022

Shares, value and share of portfolio for each institution holding Wolfspeed, Inc.; share changes are against Q1 2022.

Institutions holding WOLF in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Public Employees Retirement System of Ohio61,770$3.92M0.02%−2,658−4.1%Reduced
PFS Investments Inc.62,343$3.96M0.08%+504+0.8%Added
Jane Street Group, LLC63,276$4.01M0.01%−35,373−35.9%Reduced
Prudence Investment Management (Hong Kong) Ltd.67,044$4.25M6.60%+67,044New
Hodges Capital Management Inc.67,458$4.28M0.43%−1,121−1.6%Reduced
Yousif Capital Management, LLC69,037$4.38M0.06%+4,515+7.0%Added
Two Sigma Investments, LP69,560$4.41M0.01%+69,560New
Comerica Bank57,426$4.43M0.04%+57,426New
CloudAlpha Capital Management Limited/Hong Kong70,000$4.44M3.32%+70,000New
Squarepoint Ops LLC70,493$4.47M0.04%+70,493New
Eaton Vance Management71,324$4.53M0.01%−2,854−3.8%Reduced
Envestnet Asset Management Inc72,038$4.57M0.00%−6,897−8.7%Reduced
Stifel Financial Corp72,858$4.62M0.01%+9,451+14.9%Added
State of New Jersey Common Pension Fund D73,925$4.69M0.02%+4,770+6.9%Added
Capital International Ltd76,976$4.88M0.37%−3,030−3.8%Reduced
MetLife Investment Management80,231$5.09M0.04%+476+0.6%Added
Driehaus Capital Management LLC84,635$5.37M0.09%+44,276+109.7%Added
Amalgamated Bank85,094$5.40M0.05%+1,004+1.2%Added
Credit Agricole S A85,607$5.43M0.22%+8,509+11.0%Added
Edgestream Partners, L.P.86,286$5.47M0.43%+69,948+428.1%Added
Texas Permanent School Fund89,361$5.67M0.09%+1,752+2.0%Added
PEAK6 Investments LLC102,065$5.67M0.13%+102,065New
TD Asset Management Inc95,200$6.04M0.01%+17,600+22.7%Added
D. E. Shaw & Co., Inc.98,177$6.23M0.01%−2,815−2.8%Reduced
Royal Bank of Canada99,644$6.32M0.00%−17,967−15.3%Reduced
Matrix Capital Management Company, LP100,000$6.34M0.14%+100,000New
Qube Research & Technologies Ltd101,527$6.44M0.05%+101,527New
Mutual of America Capital Management LLC103,366$6.56M0.08%−9,315−8.3%Reduced
Balyasny Asset Management LLC106,222$6.74M0.03%+43,079+68.2%Added
NZS Capital, LLC108,978$6.92M0.74%+47,699+77.8%Added
Erste Asset Management GmbH107,406$6.96M0.15%+26,656+33.0%Added
Ardsley Advisory Partners LP115,000$7.30M1.81%+75,000+187.5%Added
State of Wisconsin Investment Board115,097$7.30M0.02%+18,021+18.6%Added
Manufacturers Life Insurance Company, The115,284$7.31M0.01%+3,426+3.1%Added
Rheos Capital Works Inc.118,400$7.51M0.56%00.0%Unchanged
Berkshire Capital Holdings Inc121,110$7.68M2.95%+57,270+89.7%Added
Panview Asian Equity Master Fund121,622$7.72M17.60%−34,700−22.2%Reduced
State Board of Administration of Florida Retirement System124,246$7.88M0.02%−5,718−4.4%Reduced
Deutsche Bank AG129,032$8.19M0.00%+47,002+57.3%Added
Healthcare of Ontario Pension Plan Trust Fund129,523$8.22M0.04%+53,262+69.8%Added
Triodos Investment Management BV130,000$8.25M1.16%00.0%Unchanged
SEI Investments Co135,170$8.52M0.02%−1,396−1.0%Reduced
Mirae Asset Global Investments Co., Ltd.137,778$8.74M0.02%+18,696+15.7%Added
Engine No. 1 LLC142,100$9.02M3.97%+142,100New
New York State Teachers Retirement System144,299$9.16M0.02%+200+0.1%Added
Wolverine Asset Management LLC144,805$9.19M0.12%+6,337+4.6%Added
Barclays PLC145,578$9.24M0.01%−127,436−46.7%Reduced
Weiss Multi-Strategy Advisers LLC150,000$9.52M0.29%+60,473+67.5%Added
LPL Financial LLC154,349$9.79M0.01%+154,349New
California State Teachers Retirement System155,160$9.85M0.02%+6,436+4.3%Added
Shellback Capital, LP163,672$10.4M1.81%+163,672New
Summit Partners Public Asset Management, LLC164,839$10.5M0.83%+164,839New
Central Securities Corp170,000$10.8M1.44%00.0%Unchanged
Woodline Partners LP180,823$11.5M0.19%+131,375+265.7%Added
D L Carlson Investment Group Inc188,377$12.0M2.52%+2,307+1.2%Added
California Public Employees Retirement System199,529$12.7M0.01%−33,972−14.5%Reduced
Firsthand Capital Management, Inc.200,000$12.7M10.96%−10,000−4.8%Reduced
Millennium Management LLC200,943$12.8M0.02%+122,813+157.2%Added
Legal & General Group Plc201,067$12.8M0.00%−39,976−16.6%Reduced
LMR Partners LLP201,802$12.8M0.27%+196,811+3,943.3%Added
American International Group, Inc.204,184$13.0M0.09%−5,070−2.4%Reduced
Oak Harbor Wealth Partners, LLC215,868$13.7M5.46%+650+0.3%Added
Capital Group Private Client Services, Inc.216,732$13.8M0.18%−6,082−2.7%Reduced
Raymond James & Associates225,737$14.3M0.01%−3,727−1.6%Reduced
Ameriprise Financial Inc231,227$14.7M0.01%−3,791−1.6%Reduced
Thrivent Financial for Lutherans233,365$14.8M0.04%+201,074+622.7%Added
UBS Group AG244,651$15.5M0.01%−57,975−19.2%Reduced
Samlyn Capital, LLC260,444$16.5M0.33%+260,444New
Swiss National Bank291,041$18.5M0.01%+16,300+5.9%Added
Bank of Montreal258,092$18.5M0.01%+18,850+7.9%Added
Citadel Advisors LLC295,735$18.8M0.03%+104,874+54.9%Added
New York State Common Retirement Fund296,219$18.8M0.02%+54,842+22.7%Added
Handelsbanken Fonder AB315,972$20.0M0.13%−12,982−3.9%Reduced
Select Equity Group, L.P.326,551$20.7M0.08%+107,708+49.2%Added
Citigroup Inc332,709$21.1M0.03%−55,284−14.2%Reduced
Natixis333,846$21.2M0.08%−35,001−9.5%Reduced
Rhumbline Advisers339,307$21.5M0.03%+32,101+10.4%Added
Iridian Asset Management LLC346,182$22.0M1.80%+1,985+0.6%Added
Trillium Asset Management, LLC358,907$22.8M0.70%+11,137+3.2%Added
Retirement Systems of Alabama380,468$24.1M0.10%+54,424+16.7%Added
Hardman Johnston Global Advisors LLC437,862$27.8M1.18%−600.0%Reduced
Rafferty Asset Management, LLC447,471$28.4M0.26%−88,998−16.6%Reduced
Brilliance Asset Management Ltd454,657$28.8M5.98%00.0%Unchanged
Janus Henderson Group PLC467,967$29.7M0.02%−1,236−0.3%Reduced
Marshall Wace, LLP507,806$32.2M0.07%+64,990+14.7%Added
Capital International Inc550,231$34.9M0.48%+61,594+12.6%Added
Dimensional Fund Advisors LP593,444$37.7M0.01%−13,328−2.2%Reduced
Credit Suisse AG622,817$39.5M0.04%−5,668−0.9%Reduced
Principal Financial Group Inc691,685$43.9M0.03%+84,147+13.9%Added
Wells Fargo & Company714,035$45.3M0.01%+15,150+2.2%Added
UBS Asset Management Americas Inc727,560$46.2M0.02%+109,008+17.6%Added
Wellington Management Group LLP761,917$48.3M0.01%+245,453+47.5%Added
AXA S.A.826,803$52.5M0.19%+14,261+1.8%Added
Eagle Asset Management Inc835,420$53.0M0.33%+835,420New
First Trust Advisors LP867,618$55.0M0.07%−39,806−4.4%Reduced
Northern Trust Corp940,772$59.7M0.01%−15,499−1.6%Reduced
Nan Shan Life Insurance Co., Ltd.962,916$61.1M1.28%+497,394+106.8%Added
Pictet Asset Management SA978,128$62.1M0.09%−70,065−6.7%Reduced
William Blair Investment Management, LLC1,071,459$68.0M0.25%−34,597−3.1%Reduced
Charles Schwab Investment Management Inc1,076,715$68.3M0.02%−4,018−0.4%Reduced