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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 2023

Institutional positions in Wolfspeed, Inc. as of Jun 30, 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
441
−31 vs. Q1 2023
Shares held
137.3M
−1.72M (−1.2%) vs. Q1 2023
Total value
$7.64B
−$1.38B (−15.3%) vs. Q1 2023
New holders
50
147 more added
Sold out
81
161 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 2023: 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 heldQ2 2023: $7.64B
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 2023

Shares, value and share of portfolio for each institution holding Wolfspeed, Inc.; share changes are against Q1 2023.

Institutions holding WOLF in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Slow Capital, Inc.40,801$2.27M0.39%−2,314−5.4%Reduced
HSBC Holdings PLC42,290$2.36M0.00%+20,587+94.9%Added
Worldquant Millennium Advisors LLC42,903$2.38M0.04%+42,903New
Ensign Peak Advisors, Inc43,552$2.42M0.00%+2,100+5.1%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.43,717$2.43M0.01%00.0%Unchanged
EFG Asset Management (North America) Corp.43,956$2.44M0.52%−2,651−5.7%Reduced
Essex Investment Management Co LLC44,315$2.46M0.34%−15,316−25.7%Reduced
D.A. Davidson & Co.48,616$2.70M0.03%+48,616New
Gotham Asset Management, LLC49,134$2.73M0.06%+35,947+272.6%Added
Envestnet Asset Management Inc50,255$2.79M0.00%−12,937−20.5%Reduced
Price T Rowe Associates Inc50,861$2.83M0.00%−28,310−35.8%Reduced
Sona Asset Management (US) LLC52,360$2.91M0.68%+52,360New
Treasurer of the State of North Carolina54,188$3.01M0.02%+350+0.7%Added
Public Employees Retirement System of Ohio56,426$3.14M0.01%−5,131−8.3%Reduced
CWM, LLC58,792$3.27M0.02%+56,438+2,397.5%Added
Asset Management One Co.,Ltd.58,834$3.27M0.01%−1,959−3.2%Reduced
Capital International Ltd60,141$3.34M0.19%−30,654−33.8%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys60,169$3.34M0.03%+4,131+7.4%Added
Silverback Asset Management LLC60,800$3.38M0.46%+60,800New
Ionic Capital Management LLC60,890$3.38M1.37%+60,890New
Yousif Capital Management, LLC61,258$3.41M0.04%−2,220−3.5%Reduced
Gilder Gagnon Howe & Co LLC61,733$3.43M0.05%−4,033−6.1%Reduced
State of Wisconsin Investment Board64,790$3.60M0.01%−1,055−1.6%Reduced
PFS Investments Inc.65,405$3.64M0.06%−837−1.3%Reduced
State of Tennessee, Treasury Department65,994$3.67M0.02%+7,480+12.8%Added
Apeiron Capital Ltd68,795$3.82M2.31%+8,795+14.7%Added
Capital International Sarl69,415$3.86M0.17%−22,374−24.4%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)71,324$3.96M0.02%+24,236+51.5%Added
Mitsubishi UFJ Trust & Banking Corp72,365$4.02M0.01%−559−0.8%Reduced
State of New Jersey Common Pension Fund D73,925$4.11M0.01%00.0%Unchanged
MetLife Investment Management74,586$4.15M0.03%−1,681−2.2%Reduced
Clear Sky Advisers, LLC75,000$4.17M1.33%−1,700−2.2%Reduced
Amalgamated Bank81,107$4.51M0.04%−4,115−4.8%Reduced
Credit Agricole S A82,303$4.58M0.15%00.0%Unchanged
LPL Financial LLC82,357$4.58M0.00%−1,970−2.3%Reduced
Select Equity Group, L.P.83,743$4.66M0.02%−30,976−27.0%Reduced
Stifel Financial Corp88,086$4.90M0.01%+13,986+18.9%Added
Mutual of America Capital Management LLC90,706$5.04M0.06%−9,374−9.4%Reduced
Royal Bank of Canada91,157$5.07M0.00%−21,533−19.1%Reduced
Healthcare of Ontario Pension Plan Trust Fund97,316$5.41M0.02%−5,643−5.5%Reduced
Weiss Asset Management LP102,000$5.67M0.72%+102,000New
PEAK6 Investments LLC102,065$5.67M0.48%+53,378+109.6%Added
APG Asset Management N.V.112,196$5.72M0.01%−244−0.2%Reduced
Storebrand Asset Management AS105,972$5.89M0.03%−18,579−14.9%Reduced
Atika Capital Management LLC106,000$5.89M0.74%+106,000New
Texas Permanent School Fund109,551$6.09M0.06%−2,026−1.8%Reduced
D L Carlson Investment Group Inc110,059$6.12M1.17%−76,946−41.1%Reduced
Capital Group Private Client Services, Inc.111,533$6.20M0.07%−5,068−4.3%Reduced
Manufacturers Life Insurance Company, The111,979$6.22M0.00%−3,725−3.2%Reduced
Mirae Asset Global Investments Co., Ltd.116,705$6.49M0.01%+3,419+3.0%Added
Blair William & Co117,394$6.53M0.02%+11,997+11.4%Added
WS Management LLLP118,400$6.58M0.90%+118,400New
State Board of Administration of Florida Retirement System126,276$7.02M0.02%−250−0.2%Reduced
UBS Group AG128,069$7.12M0.00%−172,461−57.4%Reduced
Deutsche Bank AG135,358$7.52M0.00%−95,069−41.3%Reduced
Teachers Retirement System of the State of Kentucky138,544$7.70M0.07%+118,737+599.5%Added
New York State Teachers Retirement System144,299$8.02M0.02%−400−0.3%Reduced
Tudor Investment Corp Et Al146,770$8.16M0.13%+146,770New
Central Securities Corp170,000$9.45M1.12%00.0%Unchanged
California Public Employees Retirement System178,527$9.92M0.01%−10,585−5.6%Reduced
Raymond James & Associates178,924$9.95M0.01%−31,009−14.8%Reduced
American International Group, Inc.187,742$10.4M0.06%−4,220−2.2%Reduced
SEI Investments Co189,021$10.5M0.02%+1,728+0.9%Added
Firsthand Capital Management, Inc.190,000$10.6M12.68%00.0%Unchanged
California State Teachers Retirement System201,086$11.2M0.02%−5,086−2.5%Reduced
Alliancebernstein L.P.202,978$11.3M0.00%+5,738+2.9%Added
New York State Common Retirement Fund203,489$11.3M0.01%−16,556−7.5%Reduced
NZS Capital, LLC238,054$13.2M0.66%−7,594−3.1%Reduced
Retirement Systems of Alabama240,809$13.4M0.06%−2,156−0.9%Reduced
Millennium Management LLC242,190$13.5M0.01%+64,976+36.7%Added
Capital Group Investment Management Pte. Ltd.242,436$13.5M0.67%+102,748+73.6%Added
ExodusPoint Capital Management, LP244,533$13.6M0.16%+194,531+389.0%Added
Iridian Asset Management LLC247,572$13.8M1.28%−13,283−5.1%Reduced
Goldman Sachs Group Inc262,121$14.6M0.00%−215,242−45.1%Reduced
Wellington Management Group LLP266,029$14.8M0.00%+266,029New
Sumitomo Mitsui Trust Holdings, Inc.269,174$15.0M0.01%−46,718−14.8%Reduced
Cercano Management LLC270,592$15.0M0.52%+141,290+109.3%Added
Erste Asset Management GmbH274,466$15.1M0.27%+31,328+12.9%Added
South Dakota Investment Council273,826$15.2M0.32%+44,228+19.3%Added
Capital International Inc281,241$15.6M0.28%+85,763+43.9%Added
Susquehanna International Group, LLP288,009$16.0M0.03%+130,569+82.9%Added
FengHe Fund Management Pte. Ltd.290,300$16.1M3.19%+290,300New
Squarepoint Ops LLC292,108$16.2M0.09%+166,117+131.8%Added
Allspring Global Investments Holdings, LLC314,762$17.5M0.03%−48,873−13.4%Reduced
Two Sigma Advisers, LP319,200$17.7M0.05%+307,100+2,538.0%Added
Polar Asset Management Partners Inc.332,700$18.5M0.37%−35,959−9.8%Reduced
Citigroup Inc340,878$18.9M0.02%+71,878+26.7%Added
Triodos Investment Management BV345,000$19.2M1.91%+200,000+137.9%Added
Rhumbline Advisers375,888$20.9M0.02%+10,151+2.8%Added
UniSuper Management Pty Ltd377,012$21.0M0.24%+377,012New
Voloridge Investment Management, LLC380,743$21.2M0.10%+380,743New
Trillium Asset Management, LLC400,092$22.2M0.62%+955+0.2%Added
Credit Suisse AG403,127$22.4M0.02%−416,653−50.8%Reduced
Legal & General Group Plc431,388$24.0M0.01%−57,728−11.8%Reduced
Connor, Clark & Lunn Investment Management Ltd.432,433$24.0M0.12%+427,963+9,574.1%Added
AXA S.A.439,978$24.5M0.08%−518,763−54.1%Reduced
Swiss National Bank447,400$24.9M0.02%−44,300−9.0%Reduced
Ameriprise Financial Inc447,766$24.9M0.01%−36,040−7.4%Reduced
Principal Financial Group Inc467,358$26.0M0.02%−24,929−5.1%Reduced
Janus Henderson Group PLC472,269$26.3M0.02%+93,862+24.8%Added