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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 2022

Institutional positions in Wolfspeed, Inc. as of Dec 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
498
0 vs. Q3 2022
Shares held
134.6M
+7.49M (+5.9%) vs. Q3 2022
Total value
$9.30B
−$3.84B (−29.2%) vs. Q3 2022
New holders
116
170 more added
Sold out
116
151 more reduced

9 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 498 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 2022: $9.30B
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 2022

Shares, value and share of portfolio for each institution holding Wolfspeed, Inc.; share changes are against Q3 2022.

Institutions holding WOLF in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Teachers Retirement System of the State of Kentucky19,807$1.37M0.01%+700+3.7%Added
Advisor Group Holdings, Inc.20,180$1.39M0.00%−9,923−33.0%Reduced
Parkwood LLC20,161$1.39M0.28%+7,607+60.6%Added
KBC Group NV20,358$1.41M0.01%+9,811+93.0%Added
Balyasny Asset Management LLC20,473$1.41M0.00%−206,366−91.0%Reduced
Green Alpha Advisors, LLC20,623$1.42M1.18%+210+1.0%Added
Kestra Advisory Services, LLC20,682$1.43M0.01%−1,471−6.6%Reduced
Holocene Advisors, LP20,765$1.43M0.01%−7,995−27.8%Reduced
Vestmark Advisory Solutions, Inc.21,492$1.48M0.07%−1,402−6.1%Reduced
Tower Research Capital LLC (TRC)21,580$1.49M0.06%+2,049+10.5%Added
Skandinaviska Enskilda Banken AB (publ)21,621$1.49M0.01%+21,621New
Utah Retirement Systems21,800$1.51M0.02%+1,200+5.8%Added
Arbor Capital Management Inc23,522$1.56M1.39%−803−3.3%Reduced
Graham Capital Management, L.P.22,760$1.57M0.06%−5,975−20.8%Reduced
CWM Advisors, LLC22,774$1.57M0.20%+4,607+25.4%Added
Nomura Holdings Inc22,806$1.57M0.02%+22,806New
Gulf International Bank (UK) Ltd23,175$1.60M0.03%+23,175New
IFM Investors Pty Ltd23,281$1.61M0.03%+23,281New
Vontobel Holding Ltd.23,743$1.64M0.02%+6,043+34.1%Added
Pacer Advisors, Inc.23,804$1.64M0.01%+13,796+137.8%Added
Tredje AP-fonden25,108$1.73M0.03%+25,108New
HSBC Holdings PLC25,903$1.78M0.00%+22,461+652.6%Added
Mirova27,135$1.87M0.29%+2,000+8.0%Added
Quadrature Capital Ltd27,142$1.88M0.06%−11,283−29.4%Reduced
Voya Investment Management LLC27,367$1.89M0.00%−126−0.5%Reduced
Baird Financial Group, Inc.27,384$1.89M0.00%+739+2.8%Added
Greenwich Wealth Management LLC28,103$1.94M0.21%−72−0.3%Reduced
Nomura Asset Management Co Ltd28,260$1.95M0.01%+28,060+14,030.0%Added
Nisa Investment Advisors, LLC28,685$1.98M0.02%−80.0%Reduced
Wolverine Asset Management LLC28,961$2.00M0.03%−55,806−65.8%Reduced
Walleye Capital LLC29,095$2.01M0.04%+29,095New
MAI Capital Management29,673$2.05M0.03%+29,673New
Top Ace Asset Management Ltd30,000$2.07M1.52%+30,000New
Russell Investments Group, Ltd.30,328$2.09M0.00%+17,548+137.3%Added
State of Michigan Retirement System31,622$2.18M0.02%+500+1.6%Added
Trexquant Investment LP32,730$2.26M0.06%+32,730New
Louisiana State Employees Retirement System33,300$2.30M0.06%+400+1.2%Added
Parametrica Management Ltd33,421$2.31M4.73%+9,069+37.2%Added
Forsta Ap-Fonden34,100$2.35M0.03%+34,100New
Korea Investment CORP34,244$2.36M0.01%+34,244New
Millennium Management LLC34,659$2.39M0.00%−624,104−94.7%Reduced
Arizona State Retirement System35,156$2.43M0.02%+1,558+4.6%Added
Aquatic Capital Management LLC35,600$2.46M0.18%+35,600New
Toronto Dominion Bank36,303$2.50M0.00%+36,303New
Oregon Public Employees Retirement Fund36,599$2.53M0.03%+523+1.4%Added
Nissay Asset Management Corp36,765$2.54M0.02%+20,821+130.6%Added
Boothbay Fund Management, LLC37,031$2.56M0.09%+21,699+141.5%Added
Blair William & Co37,153$2.57M0.01%+32,956+785.2%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.38,752$2.60M0.01%+38,752New
Susquehanna International Group, LLP38,344$2.65M0.01%−159,739−80.6%Reduced
DLD Asset Management, LP40,700$2.81M0.29%+40,700New
Slow Capital, Inc.42,351$2.92M0.65%+6,898+19.5%Added
Ensign Peak Advisors, Inc45,064$3.11M0.01%+2,500+5.9%Added
China Universal Asset Management Co., Ltd.45,369$3.13M1.26%+9,216+25.5%Added
Janney Montgomery Scott LLC46,112$3.18M0.01%+1,343+3.0%Added
Banque Pictet & Cie SA46,400$3.20M0.03%+46,400New
State of Wisconsin Investment Board46,685$3.22M0.01%−74,931−61.6%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)47,144$3.25M0.02%+29,591+168.6%Added
Essex Investment Management Co LLC47,230$3.26M0.51%−904−1.9%Reduced
Storebrand Asset Management AS48,132$3.32M0.02%+48,039+51,654.8%Added
Cinctive Capital Management LP50,314$3.47M0.18%+50,314New
Clear Sky Advisers, LLC50,500$3.49M1.56%+30,000+146.3%Added
Ameritas Investment Partners, Inc.42,846$3.49M0.14%+350+0.8%Added
Jane Street Group, LLC51,547$3.56M0.01%−641,583−92.6%Reduced
Jump Financial, LLC51,726$3.57M0.19%+46,804+950.9%Added
SG Americas Securities, LLC51,993$3.59M0.05%+6,766+15.0%Added
Duality Advisers, LP54,097$3.73M0.42%+27,780+105.6%Added
Treasurer of the State of North Carolina55,218$3.81M0.02%+5,700+11.5%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys55,878$3.86M0.03%+6,859+14.0%Added
Tudor Investment Corp Et Al57,160$3.95M0.10%+11,444+25.0%Added
ExodusPoint Capital Management, LP57,342$3.96M0.06%−112,767−66.3%Reduced
LGT Group Foundation57,523$3.97M0.12%+29,094+102.3%Added
Ardsley Advisory Partners LP60,000$4.14M1.05%+40,000+200.0%Added
Capital International Sarl60,931$4.21M0.30%+8,851+17.0%Added
Asset Management One Co.,Ltd.60,823$4.21M0.02%+47,966+373.1%Added
State of Tennessee, Treasury Department62,334$4.30M0.02%00.0%Unchanged
Envestnet Asset Management Inc63,384$4.38M0.00%−12,535−16.5%Reduced
Yousif Capital Management, LLC63,768$4.40M0.06%+708+1.1%Added
Comerica Bank55,614$4.50M0.03%−718−1.3%Reduced
Public Employees Retirement System of Ohio65,382$4.51M0.02%+4,033+6.6%Added
Connor, Clark & Lunn Investment Management Ltd.66,693$4.60M0.03%+66,693New
Quantbot Technologies LP67,373$4.65M0.33%+56,971+547.7%Added
DnB Asset Management AS69,888$4.83M0.03%+69,888New
Victory Capital Management Inc71,448$4.93M0.01%−6,856−8.8%Reduced
Mitsubishi UFJ Trust & Banking Corp71,922$4.97M0.01%+71,922New
State of New Jersey Common Pension Fund D73,925$5.10M0.02%00.0%Unchanged
Price T Rowe Associates Inc76,477$5.28M0.00%−738−1.0%Reduced
Stifel Financial Corp77,348$5.34M0.01%−6,461−7.7%Reduced
MetLife Investment Management78,184$5.40M0.04%−1,051−1.3%Reduced
PFS Investments Inc.79,377$5.48M0.10%−749−0.9%Reduced
Capital International Ltd79,448$5.49M0.38%−762−1.0%Reduced
Franklin Resources Inc79,782$5.51M0.00%+76,400+2,259.0%Added
Credit Agricole S A82,303$5.68M0.21%00.0%Unchanged
Texas Permanent School Fund83,507$5.76M0.09%−5,410−6.1%Reduced
LPL Financial LLC85,908$5.93M0.01%−39,321−31.4%Reduced
Amalgamated Bank89,961$6.21M0.06%+2,290+2.6%Added
MUFG Securities EMEA plc98,000$6.77M0.12%+98,000New
Capital Group Private Client Services, Inc.99,807$6.89M0.09%−27,901−21.8%Reduced
Healthcare of Ontario Pension Plan Trust Fund100,658$6.95M0.04%+23,430+30.3%Added
Mutual of America Capital Management LLC102,016$7.04M0.09%+2,699+2.7%Added