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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 108,553 | $4.72M | 0.04% | +43,424+66.7% | Added |
| Texas Permanent School Fund | 108,103 | $4.70M | 0.04% | +2,537+2.4% | Added |
| Iridian Asset Management LLC | 106,894 | $4.65M | 0.84% | −7,010−6.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 106,024 | $4.61M | 0.01% | +554+0.5% | Added |
| Apeiron Capital Ltd | 101,895 | $4.43M | 6.52% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 100,000 | $4.35M | 3.31% | +100,000 | New |
| Blair William & Co | 95,370 | $4.15M | 0.01% | −57,780−37.7% | Reduced |
| Owl Creek Asset Management, L.P. | 95,359 | $4.15M | 0.59% | +95,359 | New |
| Gotham Asset Management, LLC | 88,757 | $3.86M | 0.07% | +32,609+58.1% | Added |
| Capital Group Investment Management Pte. Ltd. | 83,071 | $3.61M | 0.38% | −100,992−54.9% | Reduced |
| LPL Financial LLC | 80,940 | $3.52M | 0.00% | −5,241−6.1% | Reduced |
| Amalgamated Bank | 79,324 | $3.45M | 0.03% | +215+0.3% | Added |
| State of New Jersey Common Pension Fund D | 77,631 | $3.38M | 0.01% | +6,983+9.9% | Added |
| Mutual of America Capital Management LLC | 77,425 | $3.37M | 0.04% | −3,482−4.3% | Reduced |
| State of Wisconsin Investment Board | 72,980 | $3.18M | 0.01% | +6,750+10.2% | Added |
| Centiva Capital, LP | 72,360 | $3.15M | 0.20% | +72,360 | New |
| MetLife Investment Management | 70,639 | $3.07M | 0.02% | −686−1.0% | Reduced |
| Twin Tree Management, LP | 70,500 | $3.07M | 0.06% | +70,500 | New |
| Simplex Trading, LLC | 70,451 | $3.06M | 0.10% | +70,451 | New |
| CWM, LLC | 67,358 | $2.93M | 0.02% | +10,781+19.1% | Added |
| Point72 Hong Kong Ltd | 66,917 | $2.91M | 0.18% | +66,917 | New |
| Comerica Bank | 66,763 | $2.90M | 0.01% | +1,303+2.0% | Added |
| Capital International Sarl | 64,476 | $2.81M | 0.11% | −1,700−2.6% | Reduced |
| Wolverine Trading, LLC | 63,792 | $2.78M | 0.02% | −4,480−6.6% | Reduced |
| DekaBank Deutsche Girozentrale | 60,000 | $2.70M | 0.01% | +48,427+418.4% | Added |
| Yousif Capital Management, LLC | 58,220 | $2.53M | 0.03% | +262+0.5% | Added |
| D.A. Davidson & Co. | 58,008 | $2.52M | 0.02% | +1,621+2.9% | Added |
| Capital International Ltd | 57,449 | $2.50M | 0.13% | −2,692−4.5% | Reduced |
| Treasurer of the State of North Carolina | 54,998 | $2.39M | 0.01% | +540+1.0% | Added |
| Public Employees Retirement System of Ohio | 52,317 | $2.28M | 0.01% | +1,460+2.9% | Added |
| State of Tennessee, Treasury Department | 49,217 | $2.14M | 0.01% | −10,134−17.1% | Reduced |
| J. Goldman & Co LP | 49,159 | $2.14M | 0.12% | +49,159 | New |
| Capital Group Private Client Services, Inc. | 49,083 | $2.14M | 0.02% | −51,562−51.2% | Reduced |
| Slow Capital, Inc. | 47,305 | $2.06M | 0.36% | +4,085+9.5% | Added |
| SEI Investments Co | 47,184 | $2.05M | 0.00% | +7,570+19.1% | Added |
| Clear Sky Advisers, LLC | 47,025 | $2.05M | 0.96% | +2,650+6.0% | Added |
| Algert Global LLC | 42,840 | $1.86M | 0.08% | +42,840 | New |
| Ensign Peak Advisors, Inc | 42,176 | $1.84M | 0.00% | −1,254−2.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 42,072 | $1.83M | 0.17% | +42,072 | New |
| Russell Investments Group, Ltd. | 39,804 | $1.73M | 0.00% | +27,310+218.6% | Added |
| Virtu Financial LLC | 39,074 | $1.70M | 0.13% | +39,074 | New |
| China Universal Asset Management Co., Ltd. | 36,353 | $1.58M | 0.31% | +8,000+28.2% | Added |
| Oregon Public Employees Retirement Fund | 35,448 | $1.54M | 0.03% | +508+1.5% | Added |
| Louisiana State Employees Retirement System | 35,200 | $1.53M | 0.03% | −100−0.3% | Reduced |
| Arizona State Retirement System | 35,016 | $1.52M | 0.01% | +1,057+3.1% | Added |
| Janney Montgomery Scott LLC | 34,431 | $1.50M | 0.00% | −528−1.5% | Reduced |
| Royal Fund Management, LLC | 34,000 | $1.48M | 0.19% | −7,700−18.5% | Reduced |
| Commonwealth Equity Services, LLC | 33,418 | $1.45M | 0.00% | −5,974−15.2% | Reduced |
| Graham Capital Management, L.P. | 32,983 | $1.44M | 0.05% | +32,983 | New |
| Quinn Opportunity Partners LLC | 32,000 | $1.39M | 0.16% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 31,669 | $1.38M | 0.16% | +31,669 | New |
| Shellback Capital, LP | 30,945 | $1.35M | 0.12% | +30,945 | New |
| Essex Investment Management Co LLC | 30,825 | $1.34M | 0.26% | −170−0.5% | Reduced |
| State of Michigan Retirement System | 30,022 | $1.31M | 0.01% | +300+1.0% | Added |
| Nomura Holdings Inc | 29,878 | $1.30M | 0.01% | −2,893−8.8% | Reduced |
| Greenwich Wealth Management LLC | 28,136 | $1.22M | 0.12% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 28,040 | $1.22M | 0.01% | +255+0.9% | Added |
| 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 |
| Pathstone Holdings, LLC | 27,890 | $1.21M | 0.01% | +27,890 | New |
| Northwestern Mutual Investment Management Company, LLC | 27,881 | $1.21M | 0.03% | +275+1.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,654 | $1.20M | 0.01% | +2,448+9.7% | Added |
| Victory Capital Management Inc | 26,973 | $1.17M | 0.00% | +4,052+17.7% | Added |
| Federated Hermes, Inc. | 26,914 | $1.17M | 0.00% | +14,020+108.7% | Added |
| Engineers Gate Manager LP | 26,579 | $1.16M | 0.03% | +26,579 | New |
| Green Alpha Advisors, LLC | 25,480 | $1.11M | 0.80% | +897+3.6% | Added |
| Advisor Group Holdings, Inc. | 25,452 | $1.11M | 0.00% | −8,394−24.8% | Reduced |
| New Mexico Educational Retirement Board | 25,400 | $1.10M | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 24,220 | $1.05M | 0.10% | +2,220+10.1% | Added |
| Oak Harbor Wealth Partners, LLC | 23,422 | $1.02M | 0.34% | −909−3.7% | Reduced |
| Capital Impact Advisors, LLC | 23,420 | $1.02M | 1.34% | +18,585+384.4% | Added |
| HRT Financial LP | 23,407 | $1.02M | 0.01% | +23,407 | New |
| Perpetual Ltd | 23,043 | $1.00M | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 21,803 | $948.6K | 0.01% | −7,772−26.3% | Reduced |
| Motley Fool Asset Management LLC | 21,746 | $946.2K | 0.07% | +21,746 | New |
| Utah Retirement Systems | 21,500 | $935.5K | 0.01% | +200+0.9% | Added |
| Tower Research Capital LLC (TRC) | 21,231 | $923.8K | 0.01% | +135+0.6% | Added |
| ExodusPoint Capital Management, LP | 20,412 | $888.0K | 0.01% | +20,412 | New |
| Hartline Investment Corp | 20,369 | $886.3K | 0.14% | −8,042−28.3% | Reduced |
| HSBC Holdings PLC | 19,553 | $851.2K | 0.00% | −23,541−54.6% | Reduced |
| Quadrature Capital Ltd | 19,354 | $841.9K | 0.02% | −22,362−53.6% | Reduced |
| Parkwood LLC | 19,275 | $839.0K | 0.13% | +2,192+12.8% | Added |
| Pacer Advisors, Inc. | 18,833 | $819.4K | 0.00% | +8,404+80.6% | Added |
| Fairfield, Bush & Co. | 18,400 | $800.6K | 0.47% | +6,801+58.6% | Added |
| Boston Family Office LLC | 18,129 | $789.0K | 0.06% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 17,511 | $761.9K | 0.12% | +17,511 | New |
| M&T Bank Corp | 17,501 | $761.2K | 0.00% | +17,501 | New |
| ProShare Advisors LLC | 17,375 | $756.0K | 0.00% | −106−0.6% | Reduced |
| Point72 Europe (London) LLP | 17,006 | $739.9K | 0.09% | +17,006 | New |
| CIBC Private Wealth Group, LLC | 16,579 | $721.4K | 0.00% | −13−0.1% | Reduced |
| Weybosset Research & Management LLC | 16,289 | $708.7K | 0.25% | +2,330+16.7% | Added |
| Versor Investments LP | 16,200 | $704.9K | 0.14% | −1,269−7.3% | Reduced |
| Alberta Investment Management Corp | 15,975 | $695.1K | 0.01% | +15,975 | New |
| Merlin Capital LLC | 15,702 | $683.2K | 2.19% | +931+6.3% | Added |
| Gilder Gagnon Howe & Co LLC | 15,591 | $678.4K | 0.01% | −5,041−24.4% | Reduced |
| Voya Investment Management LLC | 15,531 | $675.8K | 0.00% | −187−1.2% | Reduced |
| Pictet Asset Management Holding SA | 15,322 | $666.7K | 0.00% | −29,391−65.7% | Reduced |
| HighTower Advisors, LLC | 15,200 | $663.0K | 0.00% | −170−1.1% | Reduced |
| Xponance, Inc. | 14,974 | $651.5K | 0.01% | +20.0% | Added |
| Public Employees Retirement Association of Colorado | 14,924 | $649.0K | 0.00% | −550−3.6% | Reduced |