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 2023
Institutional positions in Wolfspeed, Inc. as of Dec 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
- 403
- −1 vs. Q3 2023
- Shares held
- 138.1M
- +1.07M (+0.8%) vs. Q3 2023
- Total value
- $6.01B
- +$787.3M (+15.1%) vs. Q3 2023
- New holders
- 82
- 128 more added
- Sold out
- 83
- 133 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 267 | $3.16B |
| Q1 2026 | 154 | $864.5M |
| Q4 2025 | 152 | $774.3M |
| Q3 2025 | 136 | $485.4M |
| Q2 2025 | 220 | $26.3M |
| Q1 2025 | 306 | $427.1M |
| Q4 2024 | 307 | $936.1M |
| Q3 2024 | 321 | $1.48B |
| Q2 2024 | 344 | $3.20B |
| Q1 2024 | 371 | $4.11B |
| Q4 2023 | 403 | $6.01B |
| Q3 2023 | 408 | $5.23B |
| Q2 2023 | 441 | $7.64B |
| Q1 2023 | 473 | $9.02B |
| Q4 2022 | 498 | $9.30B |
| Q3 2022 | 507 | $13.2B |
| Q2 2022 | 424 | $8.19B |
| Q1 2022 | 441 | $14.8B |
| Q4 2021 | 450 | $13.8B |
| Q3 2021 | 341 | $9.44B |
| Q2 2021 | 403 | $12.1B |
| Q1 2021 | 412 | $13.1B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Wolfspeed, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Doliver Advisors, LP | 13,757 | $598.6K | 0.18% | −234−1.7% | Reduced |
| KBC Group NV | 14,557 | $633.0K | 0.00% | −3,526−19.5% | Reduced |
| D L Carlson Investment Group Inc | 22,871 | $640.8K | 0.13% | −81,285−78.0% | Reduced |
| Public Employees Retirement Association of Colorado | 14,924 | $649.0K | 0.00% | −550−3.6% | Reduced |
| Xponance, Inc. | 14,974 | $651.5K | 0.01% | +20.0% | Added |
| HighTower Advisors, LLC | 15,200 | $663.0K | 0.00% | −170−1.1% | Reduced |
| Pictet Asset Management Holding SA | 15,322 | $666.7K | 0.00% | −29,391−65.7% | Reduced |
| Voya Investment Management LLC | 15,531 | $675.8K | 0.00% | −187−1.2% | Reduced |
| Gilder Gagnon Howe & Co LLC | 15,591 | $678.4K | 0.01% | −5,041−24.4% | Reduced |
| Merlin Capital LLC | 15,702 | $683.2K | 2.19% | +931+6.3% | Added |
| Alberta Investment Management Corp | 15,975 | $695.1K | 0.01% | +15,975 | New |
| Versor Investments LP | 16,200 | $704.9K | 0.14% | −1,269−7.3% | Reduced |
| Weybosset Research & Management LLC | 16,289 | $708.7K | 0.25% | +2,330+16.7% | Added |
| CIBC Private Wealth Group, LLC | 16,579 | $721.4K | 0.00% | −13−0.1% | Reduced |
| Point72 Europe (London) LLP | 17,006 | $739.9K | 0.09% | +17,006 | New |
| ProShare Advisors LLC | 17,375 | $756.0K | 0.00% | −106−0.6% | Reduced |
| M&T Bank Corp | 17,501 | $761.2K | 0.00% | +17,501 | New |
| Pearl River Capital, LLC | 17,511 | $761.9K | 0.12% | +17,511 | New |
| Boston Family Office LLC | 18,129 | $789.0K | 0.06% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 18,400 | $800.6K | 0.47% | +6,801+58.6% | Added |
| Pacer Advisors, Inc. | 18,833 | $819.4K | 0.00% | +8,404+80.6% | Added |
| Parkwood LLC | 19,275 | $839.0K | 0.13% | +2,192+12.8% | Added |
| Quadrature Capital Ltd | 19,354 | $841.9K | 0.02% | −22,362−53.6% | Reduced |
| HSBC Holdings PLC | 19,553 | $851.2K | 0.00% | −23,541−54.6% | Reduced |
| Hartline Investment Corp | 20,369 | $886.3K | 0.14% | −8,042−28.3% | Reduced |
| ExodusPoint Capital Management, LP | 20,412 | $888.0K | 0.01% | +20,412 | New |
| Tower Research Capital LLC (TRC) | 21,231 | $923.8K | 0.01% | +135+0.6% | Added |
| Utah Retirement Systems | 21,500 | $935.5K | 0.01% | +200+0.9% | Added |
| Motley Fool Asset Management LLC | 21,746 | $946.2K | 0.07% | +21,746 | New |
| Vontobel Holding Ltd. | 21,803 | $948.6K | 0.01% | −7,772−26.3% | Reduced |
| Perpetual Ltd | 23,043 | $1.00M | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 23,407 | $1.02M | 0.01% | +23,407 | New |
| Capital Impact Advisors, LLC | 23,420 | $1.02M | 1.34% | +18,585+384.4% | Added |
| Oak Harbor Wealth Partners, LLC | 23,422 | $1.02M | 0.34% | −909−3.7% | Reduced |
| AdvisorNet Financial, Inc | 24,220 | $1.05M | 0.10% | +2,220+10.1% | Added |
| New Mexico Educational Retirement Board | 25,400 | $1.10M | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 25,452 | $1.11M | 0.00% | −8,394−24.8% | Reduced |
| Green Alpha Advisors, LLC | 25,480 | $1.11M | 0.80% | +897+3.6% | Added |
| Engineers Gate Manager LP | 26,579 | $1.16M | 0.03% | +26,579 | New |
| Federated Hermes, Inc. | 26,914 | $1.17M | 0.00% | +14,020+108.7% | Added |
| Victory Capital Management Inc | 26,973 | $1.17M | 0.00% | +4,052+17.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,654 | $1.20M | 0.01% | +2,448+9.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 27,881 | $1.21M | 0.03% | +275+1.0% | Added |
| Pathstone Holdings, LLC | 27,890 | $1.21M | 0.01% | +27,890 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,916 | $1.21M | 0.00% | −43,318−60.8% | Reduced |
| Ameritas Investment Partners, Inc. | 27,916 | $1.21M | 0.04% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 28,040 | $1.22M | 0.01% | +255+0.9% | Added |
| Greenwich Wealth Management LLC | 28,136 | $1.22M | 0.12% | 00.0% | Unchanged |
| Nomura Holdings Inc | 29,878 | $1.30M | 0.01% | −2,893−8.8% | Reduced |
| State of Michigan Retirement System | 30,022 | $1.31M | 0.01% | +300+1.0% | Added |
| Essex Investment Management Co LLC | 30,825 | $1.34M | 0.26% | −170−0.5% | Reduced |
| Shellback Capital, LP | 30,945 | $1.35M | 0.12% | +30,945 | New |
| Davy Global Fund Management Ltd | 31,669 | $1.38M | 0.16% | +31,669 | New |
| Quinn Opportunity Partners LLC | 32,000 | $1.39M | 0.16% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 32,983 | $1.44M | 0.05% | +32,983 | New |
| Commonwealth Equity Services, LLC | 33,418 | $1.45M | 0.00% | −5,974−15.2% | Reduced |
| Royal Fund Management, LLC | 34,000 | $1.48M | 0.19% | −7,700−18.5% | Reduced |
| Janney Montgomery Scott LLC | 34,431 | $1.50M | 0.00% | −528−1.5% | Reduced |
| Arizona State Retirement System | 35,016 | $1.52M | 0.01% | +1,057+3.1% | Added |
| Louisiana State Employees Retirement System | 35,200 | $1.53M | 0.03% | −100−0.3% | Reduced |
| Oregon Public Employees Retirement Fund | 35,448 | $1.54M | 0.03% | +508+1.5% | Added |
| China Universal Asset Management Co., Ltd. | 36,353 | $1.58M | 0.31% | +8,000+28.2% | Added |
| Virtu Financial LLC | 39,074 | $1.70M | 0.13% | +39,074 | New |
| Russell Investments Group, Ltd. | 39,804 | $1.73M | 0.00% | +27,310+218.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 42,072 | $1.83M | 0.17% | +42,072 | New |
| Ensign Peak Advisors, Inc | 42,176 | $1.84M | 0.00% | −1,254−2.9% | Reduced |
| Algert Global LLC | 42,840 | $1.86M | 0.08% | +42,840 | New |
| Clear Sky Advisers, LLC | 47,025 | $2.05M | 0.96% | +2,650+6.0% | Added |
| SEI Investments Co | 47,184 | $2.05M | 0.00% | +7,570+19.1% | Added |
| Slow Capital, Inc. | 47,305 | $2.06M | 0.36% | +4,085+9.5% | Added |
| Capital Group Private Client Services, Inc. | 49,083 | $2.14M | 0.02% | −51,562−51.2% | Reduced |
| J. Goldman & Co LP | 49,159 | $2.14M | 0.12% | +49,159 | New |
| State of Tennessee, Treasury Department | 49,217 | $2.14M | 0.01% | −10,134−17.1% | Reduced |
| Public Employees Retirement System of Ohio | 52,317 | $2.28M | 0.01% | +1,460+2.9% | Added |
| Treasurer of the State of North Carolina | 54,998 | $2.39M | 0.01% | +540+1.0% | Added |
| Capital International Ltd | 57,449 | $2.50M | 0.13% | −2,692−4.5% | Reduced |
| D.A. Davidson & Co. | 58,008 | $2.52M | 0.02% | +1,621+2.9% | Added |
| Yousif Capital Management, LLC | 58,220 | $2.53M | 0.03% | +262+0.5% | Added |
| DekaBank Deutsche Girozentrale | 60,000 | $2.70M | 0.01% | +48,427+418.4% | Added |
| Wolverine Trading, LLC | 63,792 | $2.78M | 0.02% | −4,480−6.6% | Reduced |
| Capital International Sarl | 64,476 | $2.81M | 0.11% | −1,700−2.6% | Reduced |
| Comerica Bank | 66,763 | $2.90M | 0.01% | +1,303+2.0% | Added |
| Point72 Hong Kong Ltd | 66,917 | $2.91M | 0.18% | +66,917 | New |
| CWM, LLC | 67,358 | $2.93M | 0.02% | +10,781+19.1% | Added |
| Simplex Trading, LLC | 70,451 | $3.06M | 0.10% | +70,451 | New |
| Twin Tree Management, LP | 70,500 | $3.07M | 0.06% | +70,500 | New |
| MetLife Investment Management | 70,639 | $3.07M | 0.02% | −686−1.0% | Reduced |
| Centiva Capital, LP | 72,360 | $3.15M | 0.20% | +72,360 | New |
| State of Wisconsin Investment Board | 72,980 | $3.18M | 0.01% | +6,750+10.2% | Added |
| Mutual of America Capital Management LLC | 77,425 | $3.37M | 0.04% | −3,482−4.3% | Reduced |
| State of New Jersey Common Pension Fund D | 77,631 | $3.38M | 0.01% | +6,983+9.9% | Added |
| Amalgamated Bank | 79,324 | $3.45M | 0.03% | +215+0.3% | Added |
| LPL Financial LLC | 80,940 | $3.52M | 0.00% | −5,241−6.1% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 83,071 | $3.61M | 0.38% | −100,992−54.9% | Reduced |
| Gotham Asset Management, LLC | 88,757 | $3.86M | 0.07% | +32,609+58.1% | Added |
| Owl Creek Asset Management, L.P. | 95,359 | $4.15M | 0.59% | +95,359 | New |
| Blair William & Co | 95,370 | $4.15M | 0.01% | −57,780−37.7% | Reduced |
| New Age Alpha Advisors, LLC | 100,000 | $4.35M | 3.31% | +100,000 | New |
| Apeiron Capital Ltd | 101,895 | $4.43M | 6.52% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 106,024 | $4.61M | 0.01% | +554+0.5% | Added |