Wolfspeed, Inc.

WOLF

Exchange: NYSE
Industry: Semiconductors & Related Devices
SEC CIK: 0000895419

SEC filings (opens in a new tab)

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.

Q1 2024 vs. Q4 2023

How the institutions holding Wolfspeed, Inc. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024 All holders in Q4 2023

13F holders of WOLF: Q4 2023 compared with Q1 2024
Measure	Q4 2023	Of which not filed for Q1 2024	Q1 2024	Change
Holders	404	5	372	−27
Shares	138.1M	147.5K	139.2M	+1.19M (+0.9%)
Value	$6.01B	$6.42M	$4.11B	−$1.90B (−31.6%)

5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (61)

Institutions that held Wolfspeed, Inc. at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to WOLF in Q1 2024
Institution	Shares	Value	% of portfolio
JANA Partners Management, LP	4,557,881	$134.5M	7.35%
D. E. Shaw & Co., Inc.	991,887	$29.3M	0.04%
Allianz Asset Management GmbH	683,095	$20.2M	0.03%
Samlyn Capital, LLC	665,860	$19.6M	0.34%
Panview Asian Equity Master Fund	555,000	$16.4M	5.14%
Alps Advisors Inc	318,610	$9.40M	0.07%
Holocene Advisors, LP	282,335	$8.33M	0.03%
Polar Asset Management Partners Inc.	254,900	$7.52M	0.20%
Sequoia China Equity Partners (Hong Kong) Ltd	200,000	$5.90M	1.11%
Ardsley Advisory Partners LP	170,000	$5.01M	0.72%
IMC-Chicago, LLC	132,837	$3.92M	0.14%
Marshall Wace, LLP	127,900	$3.77M	0.01%
Diker Management LLC	100,000	$2.95M	2.40%
Cubist Systematic Strategies, LLC	76,349	$2.25M	0.03%
UBS Oconnor LLC	65,000	$1.92M	0.06%
Susquehanna Fundamental Investments, LLC	51,227	$1.51M	0.07%
Qsemble Capital Management, LP	32,452	$957.3K	0.21%
Natixis	29,659	$874.9K	0.00%
Nebula Research & Development LLC	18,014	$531.4K	0.11%
Two Sigma Securities, LLC	16,914	$499.0K	0.02%
Empyrean Capital Partners, LP	14,000	$413.0K	0.02%
Axq Capital, LP	13,700	$404.1K	0.10%
Nissay Asset Management Corp	12,712	$375.0K	0.00%
Quantitative Investment Management, LLC	12,208	$360.0K	0.02%
Walleye Capital LLC	11,640	$343.4K	0.00%
National Asset Management, Inc.	8,305	$316.4K	0.01%
L & S Advisors Inc	10,000	$295.0K	0.03%
Cerity Partners LLC	9,583	$282.7K	0.00%
Sugar Maple Asset Management, LLC	9,150	$270.0K	0.26%
Jefferies Financial Group Inc.	8,900	$262.6K	0.01%
Cetera Investment Advisers	8,849	$261.0K	0.00%
Inceptionr LLC	8,835	$260.6K	0.07%
SageView Advisory Group, LLC	5,942	$231.1K	0.01%
B. Metzler seel. Sohn & Co. AG	7,732	$228.1K	0.00%
Diametric Capital, LP	7,393	$218.1K	0.12%
Gsa Capital Partners LLP	7,299	$215.0K	0.02%
Corton Capital Inc.	6,868	$202.6K	0.07%
VisionPoint Advisory Group, LLC	6,178	$182.3K	0.07%
Rakuten Investment Management, Inc.	4,100	$121.0K	0.00%
Wolverine Asset Management LLC	3,088	$91.1K	0.00%
Quest Partners LLC	2,501	$73.8K	0.01%
Federation des caisses Desjardins du Quebec	950	$28.0K	0.00%
Riverview Trust Co	653	$19.3K	0.01%
Elequin Capital LP	554	$16.3K	0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	529	$15.6K	0.00%
Register Financial Advisors LLC	500	$14.8K	0.01%
Sandy Spring Bank	420	$12.4K	0.00%
Mather Group, LLC.	242	$10.5K	0.00%
WR Wealth Planners, LLC	342	$10.1K	0.00%
CoreCap Advisors, LLC	222	$6.55K	0.00%
Cullen/Frost Bankers, Inc.	100	$2.95K	0.00%
EverSource Wealth Advisors, LLC	108	$2.92K	0.00%
CarsonAllaria Wealth Management, Ltd.	90	$2.65K	0.00%
Cutler Group LP	71	$2.00K	0.00%
Umb Bank N A	37	$1.09K	0.00%
Asset Dedication, LLC	32	$1.00K	0.00%
Quarry LP	24	$708	0.00%
Opal Wealth Advisors, LLC	15	$443	0.00%
Prestige Wealth Management Group LLC	10	$295	0.00%
Assetmark, Inc	9	$266	0.00%
Sofos Investments, Inc.	1	$24	0.00%

Sold out (88)

Institutions that held Wolfspeed, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of WOLF in Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
CIBC World Markets Corp	800,000	$34.8M
Balyasny Asset Management LLC	494,044	$21.5M
LMR Partners LLP	298,406	$13.0M
BIT Capital GmbH	239,275	$10.4M
Twinbeech Capital LP	147,601	$6.42M
Weiss Asset Management LP	145,289	$6.32M
Discovery Capital Management, LLC	126,600	$5.51M
New Age Alpha Advisors, LLC	100,000	$4.35M
Owl Creek Asset Management, L.P.	95,359	$4.15M
Twin Tree Management, LP	70,500	$3.07M
Point72 Hong Kong Ltd	66,917	$2.91M
Wolverine Trading, LLC	63,792	$2.78M
DekaBank Deutsche Girozentrale	60,000	$2.70M
J. Goldman & Co LP	49,159	$2.14M
Clear Sky Advisers, LLC	47,025	$2.05M
Virtu Financial LLC	39,074	$1.70M
Shellback Capital, LP	30,945	$1.35M
Engineers Gate Manager LP	26,579	$1.16M
HRT Financial LP	23,407	$1.02M
Hartline Investment Corp	20,369	$886.3K
Pearl River Capital, LLC	17,511	$761.9K
Point72 Europe (London) LLP	17,006	$739.9K
Weybosset Research & Management LLC	16,289	$708.7K
Versor Investments LP	16,200	$704.9K
Alberta Investment Management Corp	15,975	$695.1K
Gilder Gagnon Howe & Co LLC	15,591	$678.4K
Cetera Advisor Networks LLC	12,600	$548.2K
Fox Run Management, L.L.C.	11,754	$511.4K
Quantbot Technologies LP	10,393	$452.2K
Captrust Financial Advisors	9,941	$432.5K
Perigon Wealth Management, LLC	8,965	$390.1K
Blueshift Asset Management, LLC	7,745	$337.0K
Ossiam	7,616	$331.4K
AE Wealth Management LLC	9,225	$314.5K
Aigen Investment Management, LP	7,086	$308.3K
Empowered Funds, LLC	6,971	$303.3K
Verition Fund Management LLC	6,675	$290.4K
Dynamic Technology Lab Private Ltd	6,617	$288.0K
American Trust	6,602	$287.3K
Envestnet Portfolio Solutions, Inc.	6,525	$283.9K
Panagora Asset Management Inc	6,031	$262.4K
Mirabella Financial Services LLP	5,957	$259.2K
Wrapmanager Inc	5,938	$258.4K
Teacher Retirement System of Texas	5,722	$249.0K
Mariner, LLC	5,610	$244.1K
Creative Planning	5,565	$242.1K
FDx Advisors, Inc.	5,552	$242.0K
Verity Asset Management, Inc.	5,419	$235.8K
Resources Investment Advisors, LLC.	5,349	$232.7K
Oak Harvest Investment Services	5,245	$228.2K
Prospera Financial Services Inc	5,191	$225.9K
Shelton Capital Management	5,129	$223.2K
Boothbay Fund Management, LLC	5,049	$219.7K
Everett Harris & Co	5,000	$217.6K
Landscape Capital Management, L.L.C.	4,928	$214.4K
Meiji Yasuda Life Insurance Co	4,851	$211.1K
Wellington Shields & Co., LLC	4,801	$208.9K
Stephens Inc	4,668	$203.1K
Kestra Private Wealth Services, LLC	4,640	$201.9K
Avantax Advisory Services, Inc.	4,610	$200.6K
Qube Research & Technologies Ltd	4,399	$191.4K
Garner Asset Management Corp	4,555	$127.9K
Aubrey Capital Management Ltd	2,400	$104.4K
Icon Wealth Advisors, LLC	2,374	$103.3K
Migdal Insurance & Financial Holdings Ltd.	2,064	$94.0K
Aquatic Capital Management LLC	1,800	$78.0K
Glassman Wealth Services	1,182	$51.4K
Glaxis Capital Management, LLC	675	$29.4K
Advisory Services Network, LLC	577	$25.1K
Psagot Value Holdings Ltd. / (Israel)	424	$19.0K
Itau Unibanco Holding S.A.	420	$18.3K
Grove Bank & Trust	300	$13.1K
Bourgeon Capital Management LLC	215	$9.36K
Mizuho Securities Co. Ltd.	170	$7.40K
Sugarloaf Wealth Management, LLC	150	$6.53K
Whittier Trust Co	146	$6.35K
Salem Investment Counselors Inc	75	$3.26K
Plante Moran Financial Advisors, LLC	64	$2.79K
Allspring Global Investments Holdings, LLC	51	$2.22K
Ronald Blue Trust, Inc.	73	$2.00K
SRS Capital Advisors, Inc.	44	$1.92K
Tucker Asset Management LLC	25	$1.09K
Financial Management Professionals, Inc.	13	$1.00K
Avion Wealth	15	$1.00K
Kelly Financial Services LLC	20	$870
Versant Capital Management, Inc	7	$305
Colonial Trust Co	1	$55
Capital Advisors, Ltd. LLC	5	$0

Not filed for Q1 2024 yet (5)

Institutions that held Wolfspeed, Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WOLF in Q4 2023 that haven't filed for Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Tegean Capital Management, LLC	125,000	$5.44M
NinePointTwo Capital	10,443	$454.0K
AtonRa Partners	9,446	$411.0K
DB Wealth Management Group, LLC	1,800	$78.3K
Strategic Investment Solutions, Inc.	802	$34.9K