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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 2023

Institutional positions in Wolfspeed, Inc. as of Mar 31, 2023. 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
473
−17 vs. Q4 2022
Shares held
139.1M
+4.49M (+3.3%) vs. Q4 2022
Total value
$9.02B
−$273.8M (−2.9%) vs. Q4 2022
New holders
55
167 more added
Sold out
72
172 more reduced

8 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 473 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 2023: $9.02B
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 2023

Shares, value and share of portfolio for each institution holding Wolfspeed, Inc.; share changes are against Q4 2022.

Institutions holding WOLF in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Twin Tree Management, LP23,210$1.51M0.04%+23,210New
Oak Harbor Wealth Partners, LLC23,462$1.52M0.55%−191,506−89.1%Reduced
IFM Investors Pty Ltd23,641$1.54M0.02%+360+1.5%Added
CWM Advisors, LLC24,950$1.62M0.21%+2,176+9.6%Added
MAI Capital Management25,609$1.66M0.03%−4,064−13.7%Reduced
Northwestern Mutual Investment Management Company, LLC27,603$1.79M0.05%+16,108+140.1%Added
J. Goldman & Co LP27,656$1.80M0.10%+27,656New
Arbor Capital Management Inc30,850$1.80M1.46%+7,328+31.2%Added
Nisa Investment Advisors, LLC27,785$1.80M0.01%−900−3.1%Reduced
Vontobel Holding Ltd.27,811$1.81M0.02%+4,068+17.1%Added
Nomura Asset Management Co Ltd28,060$1.82M0.01%−200−0.7%Reduced
Greenwich Wealth Management LLC28,103$1.82M0.20%00.0%Unchanged
Candriam Luxembourg S.C.A.31,838$1.90M0.01%+23,461+280.1%Added
Aubrey Capital Management Ltd30,200$1.96M1.14%+30,200New
State of Michigan Retirement System31,422$2.04M0.01%−200−0.6%Reduced
Victory Capital Management Inc31,607$2.05M0.00%−39,841−55.8%Reduced
Korea Investment CORP32,323$2.10M0.01%−1,921−5.6%Reduced
Mirova32,996$2.14M0.31%+5,861+21.6%Added
Louisiana State Employees Retirement System33,000$2.14M0.05%−300−0.9%Reduced
Tredje AP-fonden34,068$2.21M0.03%+8,960+35.7%Added
Toronto Dominion Bank34,443$2.24M0.00%−1,860−5.1%Reduced
Quadrature Capital Ltd34,570$2.24M0.06%+7,428+27.4%Added
Duality Advisers, LP34,754$2.26M0.26%−19,343−35.8%Reduced
Arizona State Retirement System36,112$2.35M0.02%+956+2.7%Added
Tortoise Capital Advisors, L.L.C.36,181$2.35M0.04%+36,181New
Oregon Public Employees Retirement Fund36,464$2.37M0.03%−135−0.4%Reduced
Robeco Institutional Asset Management B.V.36,972$2.40M0.01%+25,378+218.9%Added
Teacher Retirement System of Texas38,255$2.48M0.02%+24,799+184.3%Added
Janney Montgomery Scott LLC38,358$2.49M0.01%−7,754−16.8%Reduced
Ensign Peak Advisors, Inc41,452$2.69M0.01%−3,612−8.0%Reduced
Slow Capital, Inc.43,115$2.80M0.52%+764+1.8%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.43,717$2.84M0.01%+4,965+12.8%Added
China Universal Asset Management Co., Ltd.44,353$2.88M0.97%−1,016−2.2%Reduced
EFG Asset Management (North America) Corp.46,607$3.03M0.67%+46,607New
Zurcher Kantonalbank (Zurich Cantonalbank)47,088$3.06M0.01%−56−0.1%Reduced
Ameritas Investment Partners, Inc.47,475$3.08M0.12%+4,629+10.8%Added
PEAK6 Investments LLC48,687$3.16M0.20%+48,687New
ExodusPoint Capital Management, LP50,002$3.25M0.04%−7,340−12.8%Reduced
Boothbay Fund Management, LLC51,939$3.37M0.10%+14,908+40.3%Added
Man Group plc–$3.39M0.01%––
Treasurer of the State of North Carolina53,838$3.50M0.02%−1,380−2.5%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys56,038$3.64M0.03%+160+0.3%Added
KBC Group NV57,219$3.72M0.02%+36,861+181.1%Added
State of Tennessee, Treasury Department58,514$3.80M0.02%−3,820−6.1%Reduced
PFS Investments Inc.66,242$3.81M0.07%−13,135−16.5%Reduced
LGT Group Foundation59,432$3.86M0.11%+1,909+3.3%Added
Essex Investment Management Co LLC59,631$3.87M0.56%+12,401+26.3%Added
Apeiron Capital Ltd60,000$3.90M2.18%+60,000New
Asset Management One Co.,Ltd.60,793$3.95M0.02%−300.0%Reduced
Public Employees Retirement System of Ohio61,557$4.00M0.02%−3,825−5.9%Reduced
Envestnet Asset Management Inc63,192$4.10M0.00%−192−0.3%Reduced
Yousif Capital Management, LLC63,478$4.12M0.05%−290−0.5%Reduced
DLD Asset Management, LP65,264$4.24M0.43%+24,564+60.4%Added
Gilder Gagnon Howe & Co LLC65,766$4.27M0.07%−290,371−81.5%Reduced
State of Wisconsin Investment Board65,845$4.28M0.01%+19,160+41.0%Added
DnB Asset Management AS67,914$4.41M0.03%−1,974−2.8%Reduced
HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse)70,000$4.55M0.08%+70,000New
Mitsubishi UFJ Trust & Banking Corp72,924$4.74M0.01%+1,002+1.4%Added
State of New Jersey Common Pension Fund D73,925$4.80M0.02%00.0%Unchanged
Stifel Financial Corp74,100$4.81M0.01%−3,248−4.2%Reduced
MetLife Investment Management76,267$4.95M0.04%−1,917−2.5%Reduced
Clear Sky Advisers, LLC76,700$4.98M1.27%+26,200+51.9%Added
Price T Rowe Associates Inc79,171$5.14M0.00%+2,694+3.5%Added
Credit Agricole S A82,303$5.35M0.23%00.0%Unchanged
LPL Financial LLC84,327$5.48M0.00%−1,581−1.8%Reduced
Amalgamated Bank85,222$5.54M0.05%−4,739−5.3%Reduced
Capital International Ltd90,795$5.90M0.35%+11,347+14.3%Added
Citadel Advisors LLC90,936$5.91M0.01%+74,941+468.5%Added
Capital International Sarl91,789$5.96M0.30%+30,858+50.6%Added
Aviva PLC98,993$6.43M0.03%+91,593+1,237.7%Added
Mutual of America Capital Management LLC100,080$6.50M0.08%−1,936−1.9%Reduced
Healthcare of Ontario Pension Plan Trust Fund102,959$6.69M0.04%+2,301+2.3%Added
APG Asset Management N.V.112,440$6.72M0.01%−17,102−13.2%Reduced
Blair William & Co105,397$6.85M0.03%+68,244+183.7%Added
Texas Permanent School Fund111,577$7.25M0.07%+28,070+33.6%Added
Royal Bank of Canada112,690$7.32M0.00%−27,747−19.8%Reduced
Mirae Asset Global Investments Co., Ltd.113,286$7.36M0.02%−19,046−14.4%Reduced
Select Equity Group, L.P.114,719$7.45M0.03%−27,099−19.1%Reduced
Manufacturers Life Insurance Company, The115,704$7.51M0.00%−356−0.3%Reduced
Capital Group Private Client Services, Inc.116,601$7.57M0.09%+16,794+16.8%Added
Storebrand Asset Management AS124,551$8.09M0.04%+76,419+158.8%Added
Squarepoint Ops LLC125,991$8.18M0.06%−85,170−40.3%Reduced
State Board of Administration of Florida Retirement System126,526$8.22M0.02%+5,800+4.8%Added
Cercano Management LLC129,302$8.40M0.34%+129,302New
Ardsley Advisory Partners LP139,000$9.03M1.98%+79,000+131.7%Added
Capital Group Investment Management Pte. Ltd.139,688$9.07M0.49%−66,809−32.4%Reduced
Cubist Systematic Strategies, LLC143,166$9.30M0.09%−16,849−10.5%Reduced
New York State Teachers Retirement System144,699$9.40M0.02%−3,338−2.3%Reduced
Triodos Investment Management BV145,000$9.42M1.06%00.0%Unchanged
Susquehanna International Group, LLP157,440$10.2M0.02%+119,096+310.6%Added
D. E. Shaw & Co., Inc.160,151$10.4M0.02%−385,563−70.7%Reduced
DekaBank Deutsche Girozentrale165,219$10.4M0.03%+44,380+36.7%Added
Central Securities Corp170,000$11.0M1.38%00.0%Unchanged
Jane Street Group, LLC175,676$11.4M0.02%+124,129+240.8%Added
Millennium Management LLC177,214$11.5M0.01%+142,555+411.3%Added
Banque Pictet & Cie SA180,000$11.7M0.11%+133,600+287.9%Added
D L Carlson Investment Group Inc187,005$12.1M2.76%−5,146−2.7%Reduced
SEI Investments Co187,293$12.2M0.02%+37,510+25.0%Added
California Public Employees Retirement System189,112$12.3M0.01%−34,368−15.4%Reduced
Firsthand Capital Management, Inc.190,000$12.3M13.40%00.0%Unchanged