Skip to main content

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 2024

Institutional positions in Wolfspeed, Inc. as of Jun 30, 2024. 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
344
−20 vs. Q1 2024
Shares held
140.5M
+1.64M (+1.2%) vs. Q1 2024
Total value
$3.20B
−$901.6M (−22.0%) vs. Q1 2024
New holders
37
116 more added
Sold out
57
121 more reduced

7 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 2024: 344 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 2024: $3.20B
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 2024

Shares, value and share of portfolio for each institution holding Wolfspeed, Inc.; share changes are against Q1 2024.

Institutions holding WOLF in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Jefferies Financial Group Inc.38,000$864.9K0.02%+29,100+327.0%Added
Schonfeld Strategic Advisors LLC38,734$881.6K0.01%−21,366−35.6%Reduced
PEAK6 Investments LLC39,662$902.7K0.04%−8,957−18.4%Reduced
Future Fund LLC40,547$913.9K2.29%+30,340+297.2%Added
Walleye Capital LLC40,236$915.8K0.01%+28,596+245.7%Added
Franklin Resources Inc40,286$916.9K0.00%−370,054−90.2%Reduced
Ensign Peak Advisors, Inc42,501$967.3K0.00%+2,350+5.9%Added
Davy Global Fund Management Ltd42,933$977.2K0.11%+11,845+38.1%Added
Caption Management, LLC43,972$1.00M0.11%+43,972New
Aquatic Capital Management LLC44,300$1.01M0.04%+44,300New
Royal Fund Management, LLC45,900$1.04M0.14%−8,000−14.8%Reduced
Quadrature Capital Ltd45,959$1.05M0.02%−13,215−22.3%Reduced
Motley Fool Asset Management LLC46,748$1.05M0.07%+10,460+28.8%Added
Public Employees Retirement System of Ohio47,964$1.09M0.00%+50+0.1%Added
Intech Investment Management LLC48,943$1.11M0.01%+48,943New
Parkwood LLC49,728$1.13M0.14%−7,865−13.7%Reduced
Semanteon Capital Management, LP51,745$1.18M0.83%+51,745New
Axq Capital, LP52,558$1.20M0.28%+38,858+283.6%Added
Yousif Capital Management, LLC52,733$1.20M0.01%−4,308−7.6%Reduced
Algert Global LLC53,076$1.21M0.04%+12,676+31.4%Added
State of Tennessee, Treasury Department53,217$1.21M0.00%+4,000+8.1%Added
Capital International Sarl53,227$1.21M0.04%−9,497−15.1%Reduced
Treasurer of the State of North Carolina54,159$1.23M0.01%−1,219−2.2%Reduced
Ecofi Investissements SA55,000$1.25M0.70%+55,000New
Capital International Ltd57,449$1.31M0.06%00.0%Unchanged
Nomura Holdings Inc57,904$1.32M0.01%−11,544−16.6%Reduced
D.A. Davidson & Co.58,849$1.34M0.01%−280−0.5%Reduced
State of Wisconsin Investment Board59,525$1.35M0.00%−15,699−20.9%Reduced
Amalgamated Bank63,593$1.45M0.01%−5,148−7.5%Reduced
Raymond James & Associates65,555$1.49M0.00%−30,264−31.6%Reduced
Connor, Clark & Lunn Investment Management Ltd.66,230$1.51M0.01%−273,767−80.5%Reduced
MetLife Investment Management66,247$1.51M0.01%−2,829−4.1%Reduced
Point72 (DIFC) Ltd66,580$1.52M0.13%+66,580New
Comerica Bank70,101$1.60M0.01%−1,504−2.1%Reduced
Blair William & Co70,184$1.60M0.00%−10,352−12.9%Reduced
SEI Investments Co71,217$1.62M0.00%+16,048+29.1%Added
Mutual of America Capital Management LLC72,058$1.64M0.02%−2,898−3.9%Reduced
CWM, LLC72,085$1.64M0.01%−17,723−19.7%Reduced
State of New Jersey Common Pension Fund D73,736$1.68M0.01%−35,302−32.4%Reduced
LPL Financial LLC77,393$1.76M0.00%−2,082−2.6%Reduced
DekaBank Deutsche Girozentrale92,899$2.15M0.00%+92,899New
Diker Management LLC100,000$2.28M1.93%00.0%Unchanged
Millennium Management LLC104,394$2.38M0.00%+89,079+581.6%Added
Gotham Asset Management, LLC104,600$2.38M0.03%+72,785+228.8%Added
Stifel Financial Corp109,450$2.49M0.00%+8,455+8.4%Added
Credit Agricole S A109,703$2.50M0.02%00.0%Unchanged
UBS Oconnor LLC115,000$2.62M0.07%+50,000+76.9%Added
California State Teachers Retirement System122,746$2.79M0.00%−3,083−2.5%Reduced
Iridian Asset Management LLC124,101$2.82M0.64%+5,827+4.9%Added
Parallax Volatility Advisers, L.P.124,273$2.83M0.07%+27,020+27.8%Added
State Board of Administration of Florida Retirement System129,643$2.95M0.01%+3,117+2.5%Added
Healthcare of Ontario Pension Plan Trust Fund133,175$3.03M0.01%−220−0.2%Reduced
Sequoia China Equity Partners (Hong Kong) Ltd134,343$3.06M0.82%−65,657−32.8%Reduced
Manufacturers Life Insurance Company, The135,513$3.08M0.00%+109+0.1%Added
Slow Capital, Inc.137,389$3.13M0.51%+15,137+12.4%Added
Royal Bank of Canada138,616$3.15M0.00%+40,340+41.0%Added
New York State Teachers Retirement System143,399$3.26M0.01%−100−0.1%Reduced
Envestnet Asset Management Inc144,544$3.29M0.00%−4,105−2.8%Reduced
Ameriprise Financial Inc155,123$3.53M0.00%−100,488−39.3%Reduced
Goldman Sachs Group Inc155,384$3.54M0.00%−148,786−48.9%Reduced
Corebridge Financial, Inc.159,179$3.62M0.02%+159,179New
HRT Financial LP159,201$3.62M0.02%+159,201New
Soviero Asset Management, LP160,000$3.64M2.80%+160,000New
California Public Employees Retirement System163,391$3.72M0.00%−10,760−6.2%Reduced
Aequim Alternative Investments LP163,800$3.73M0.14%00.0%Unchanged
Central Securities Corp170,000$3.87M0.38%00.0%Unchanged
Alliancebernstein L.P.172,484$3.93M0.00%−26,991−13.5%Reduced
Holocene Advisors, LP176,708$4.02M0.02%−105,627−37.4%Reduced
Rheos Capital Works Inc.177,500$4.04M0.21%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.180,656$4.20M0.02%+52,557+41.0%Added
Legal & General Group Plc189,983$4.32M0.00%+2,586+1.4%Added
New York State Common Retirement Fund193,061$4.39M0.01%+1,055+0.5%Added
Firsthand Capital Management, Inc.187,000$4.49M10.11%+7,000+3.9%Added
Marshall Wace, LLP200,112$4.55M0.01%+72,212+56.5%Added
Seven Eight Capital, LP229,498$5.22M0.55%+103,544+82.2%Added
IMC-Chicago, LLC234,175$5.33M0.17%+101,338+76.3%Added
Retirement Systems of Alabama235,736$5.37M0.02%−2,639−1.1%Reduced
Swiss National Bank247,100$5.62M0.00%00.0%Unchanged
Capital International Inc249,829$5.69M0.08%−153−0.1%Reduced
South Dakota Investment Council253,746$5.78M0.12%+12,257+5.1%Added
Amundi262,201$5.96M0.00%−149,011−36.2%Reduced
Hardman Johnston Global Advisors LLC266,661$6.07M0.23%−4,790−1.8%Reduced
Two Sigma Advisers, LP269,100$6.12M0.01%+269,100New
Simplex Trading, LLC277,965$6.33M0.20%+70,306+33.9%Added
Alps Advisors Inc288,623$6.57M0.05%−29,987−9.4%Reduced
Price T Rowe Associates Inc295,841$6.73M0.00%+235,338+389.0%Added
Jane Street Group, LLC329,630$7.50M0.01%−297,815−47.5%Reduced
Rhumbline Advisers335,940$7.65M0.01%−16,176−4.6%Reduced
Triodos Investment Management BV345,000$7.85M0.69%00.0%Unchanged
Citadel Advisors LLC357,108$8.13M0.01%−965,477−73.0%Reduced
Teachers Retirement System of the State of Kentucky369,402$8.41M0.08%+95,600+34.9%Added
Trillium Asset Management, LLC399,331$9.09M0.23%−16,086−3.9%Reduced
FengHe Fund Management Pte. Ltd.404,700$9.21M1.28%−516,727−56.1%Reduced
Nuveen Asset Management, LLC416,733$9.48M0.00%−304,983−42.3%Reduced
Principal Financial Group Inc419,190$9.54M0.01%−54,381−11.5%Reduced
First Trust Advisors LP454,245$10.3M0.01%−53,363−10.5%Reduced
Tudor Investment Corp Et Al472,826$10.8M0.12%−14,970−3.1%Reduced
Erste Asset Management GmbH487,159$11.3M0.15%−14,803−2.9%Reduced
Bank of Montreal512,761$11.7M0.01%+8,428+1.7%Added
Nan Shan Life Insurance Co., Ltd.539,472$12.3M0.29%−3,404−0.6%Reduced