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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 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
Two Sigma Investments, LP548,966$12.5M0.03%+520,767+1,846.8%Added
WS Management LLLP550,000$12.5M1.17%−18,742−3.3%Reduced
Barclays PLC566,577$12.9M0.01%−273,877−32.6%Reduced
Frontier Capital Management Co LLC568,551$12.9M0.13%−4,382−0.8%Reduced
Invesco Ltd.577,400$13.1M0.00%+40,224+7.5%Added
Dimensional Fund Advisors LP637,581$14.5M0.00%+149,093+30.5%Added
Susquehanna International Group, LLP639,518$14.6M0.03%−440,567−40.8%Reduced
Polar Capital Holdings Plc640,000$14.6M0.09%−248,500−28.0%Reduced
UniSuper Management Pty Ltd647,782$14.7M0.12%−55,140−7.8%Reduced
Allianz Asset Management GmbH671,108$15.3M0.02%−11,987−1.8%Reduced
Panview Asian Equity Master Fund685,000$15.6M3.93%+130,000+23.4%Added
Janus Henderson Group PLC720,332$16.4M0.01%−629−0.1%Reduced
Squarepoint Ops LLC755,806$17.2M0.06%+630,472+503.0%Added
Citigroup Inc821,397$18.7M0.02%+141,612+20.8%Added
Charles Schwab Investment Management Inc850,048$19.3M0.00%+12,224+1.5%Added
Northern Trust Corp926,177$21.1M0.00%+135,397+17.1%Added
Select Equity Group, L.P.1,003,689$22.8M0.09%+6,906+0.7%Added
Rafferty Asset Management, LLC1,007,675$22.9M0.09%−94,710−8.6%Reduced
Samlyn Capital, LLC1,009,137$23.0M0.39%+343,277+51.6%Added
Norges Bank1,068,218$24.3M0.00%−873,606−45.0%Reduced
Wells Fargo & Company1,101,323$25.1M0.01%−91,768−7.7%Reduced
Bank of New York Mellon Corp1,177,332$26.8M0.01%+147,527+14.3%Added
FIL Ltd1,185,221$27.0M0.03%00.0%Unchanged
Neuberger Berman Group LLC1,245,655$28.4M0.02%+686,643+122.8%Added
D. E. Shaw & Co., Inc.1,263,569$28.8M0.04%+271,682+27.4%Added
JPMorgan Chase & Co1,329,599$30.3M0.00%+562,761+73.4%Added
Point72 Asset Management, L.P.1,402,557$31.9M0.10%+148,557+11.8%Added
Voloridge Investment Management, LLC1,480,558$33.7M0.13%−221,842−13.0%Reduced
FMR LLC1,503,933$34.2M0.00%−10,780−0.7%Reduced
Bank of America Corp1,643,757$37.4M0.00%−39,108−2.3%Reduced
Geode Capital Management, LLC2,066,553$47.0M0.00%+51,027+2.5%Added
UBS Group AG2,539,879$57.8M0.02%+1,161,647+84.3%Added
Artisan Partners Limited Partnership3,016,270$68.7M0.10%−56,678−1.8%Reduced
Morgan Stanley3,040,493$69.2M0.01%+162,705+5.7%Added
Capital World Investors3,177,376$72.3M0.01%00.0%Unchanged
Clearbridge Investments, LLC4,597,953$104.6M0.09%−196,260−4.1%Reduced
State Street Corp5,438,736$123.8M0.01%+331,025+6.5%Added
Primecap Management Co6,045,310$137.6M0.10%+800,540+15.3%Added
JANA Partners Management, LP6,165,933$140.3M8.21%+1,608,052+35.3%Added
UBS Asset Management Americas Inc7,122,128$162.1M0.05%+3,212,814+82.2%Added
Capital Research Global Investors11,753,776$267.5M0.06%−646,660−5.2%Reduced
Capital International Investors12,605,346$286.9M0.06%−220,894−1.7%Reduced
BlackRock Inc.13,227,630$301.1M0.01%−3,222,466−19.6%Reduced
Vanguard Group Inc13,523,299$307.8M0.01%+444,232+3.4%Added
Proequities, Inc.0$00.00%−311−100.0%Sold out
Bruce G. Allen Investments, LLC0$00.00%−15−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−254,900−100.0%Sold out
Wellington Management Group LLP0$00.00%−252,978−100.0%Sold out
American International Group, Inc.0$00.00%−166,509−100.0%Sold out
Texas Permanent School Fund0$00.00%−109,966−100.0%Sold out
Apeiron Capital Ltd0$00.00%−101,895−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−76,349−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−51,227−100.0%Sold out
Centiva Capital, LP0$00.00%−47,610−100.0%Sold out
Capital Group Private Client Services, Inc.0$00.00%−47,526−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−40,490−100.0%Sold out
Qsemble Capital Management, LP0$00.00%−32,452−100.0%Sold out
Jump Financial, LLC0$00.00%−30,200−100.0%Sold out
Natixis0$00.00%−29,659−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−27,714−100.0%Sold out
Essex Investment Management Co LLC0$00.00%−23,957−100.0%Sold out
Capital Impact Advisors, LLC0$00.00%−21,337−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−19,468−100.0%Sold out
Boston Family Office LLC0$00.00%−18,129−100.0%Sold out
Nebula Research & Development LLC0$00.00%−18,014−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−16,701−100.0%Sold out
Empyrean Capital Partners, LP0$00.00%−14,000−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−12,208−100.0%Sold out
National Asset Management, Inc.0$00.00%−8,305−100.0%Sold out
Neumann Advisory Hong Kong Ltd0$00.00%−10,223−100.0%Sold out
Peregrine Capital Management LLC0$00.00%−10,200−100.0%Sold out
L & S Advisors Inc0$00.00%−10,000−100.0%Sold out
Cerity Partners LLC0$00.00%−9,583−100.0%Sold out
Sugar Maple Asset Management, LLC0$00.00%−9,150−100.0%Sold out
Crossmark Global Holdings, Inc.0$00.00%−9,089−100.0%Sold out
Inceptionr LLC0$00.00%−8,835−100.0%Sold out
Oppenheimer Asset Management Inc.0$00.00%−7,919−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−5,942−100.0%Sold out
Cambridge Investment Research Advisors, Inc.0$00.00%−7,643−100.0%Sold out
Diametric Capital, LP0$00.00%−7,393−100.0%Sold out
Truist Financial Corp0$00.00%−7,054−100.0%Sold out
Utah Retirement Systems0$00.00%−6,800−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−3,295−100.0%Sold out
Clean Yield Group0$00.00%−1,400−100.0%Sold out
Bank Julius Baer & Co. Ltd, Zurich0$00.00%−1,399−100.0%Sold out
First Manhattan Co0$00.00%−600−100.0%Sold out
Elequin Capital LP0$00.00%−554−100.0%Sold out
West Oak Capital, LLC0$00.00%−500−100.0%Sold out
Ci Investments Inc.0$00.00%−246−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−222−100.0%Sold out
Smithfield Trust Co0$00.00%−100−100.0%Sold out
Cullen/Frost Bankers, Inc.0$00.00%−100−100.0%Sold out
Cornerstone Planning Group LLC0$00.00%−42−100.0%Sold out
Asset Dedication, LLC0$00.00%−32−100.0%Sold out
Quarry LP0$00.00%−24−100.0%Sold out
Brown Brothers Harriman & Co0$00.00%−15−100.0%Sold out
Prestige Wealth Management Group LLC0$00.00%−10−100.0%Sold out
TFC Financial Management0$00.00%−10−100.0%Sold out
Assetmark, Inc0$00.00%−9−100.0%Sold out
Tfo-TDC, LLC0$00.00%−1−100.0%Sold out