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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
Gotham Asset Management, LLC104,600$2.38M0.03%+72,785+228.8%Added
Millennium Management LLC104,394$2.38M0.00%+89,079+581.6%Added
Diker Management LLC100,000$2.28M1.93%00.0%Unchanged
DekaBank Deutsche Girozentrale92,899$2.15M0.00%+92,899New
LPL Financial LLC77,393$1.76M0.00%−2,082−2.6%Reduced
State of New Jersey Common Pension Fund D73,736$1.68M0.01%−35,302−32.4%Reduced
CWM, LLC72,085$1.64M0.01%−17,723−19.7%Reduced
Mutual of America Capital Management LLC72,058$1.64M0.02%−2,898−3.9%Reduced
SEI Investments Co71,217$1.62M0.00%+16,048+29.1%Added
Blair William & Co70,184$1.60M0.00%−10,352−12.9%Reduced
Comerica Bank70,101$1.60M0.01%−1,504−2.1%Reduced
Point72 (DIFC) Ltd66,580$1.52M0.13%+66,580New
MetLife Investment Management66,247$1.51M0.01%−2,829−4.1%Reduced
Connor, Clark & Lunn Investment Management Ltd.66,230$1.51M0.01%−273,767−80.5%Reduced
Raymond James & Associates65,555$1.49M0.00%−30,264−31.6%Reduced
Amalgamated Bank63,593$1.45M0.01%−5,148−7.5%Reduced
State of Wisconsin Investment Board59,525$1.35M0.00%−15,699−20.9%Reduced
D.A. Davidson & Co.58,849$1.34M0.01%−280−0.5%Reduced
Nomura Holdings Inc57,904$1.32M0.01%−11,544−16.6%Reduced
Capital International Ltd57,449$1.31M0.06%00.0%Unchanged
Ecofi Investissements SA55,000$1.25M0.70%+55,000New
Treasurer of the State of North Carolina54,159$1.23M0.01%−1,219−2.2%Reduced
Capital International Sarl53,227$1.21M0.04%−9,497−15.1%Reduced
State of Tennessee, Treasury Department53,217$1.21M0.00%+4,000+8.1%Added
Algert Global LLC53,076$1.21M0.04%+12,676+31.4%Added
Yousif Capital Management, LLC52,733$1.20M0.01%−4,308−7.6%Reduced
Axq Capital, LP52,558$1.20M0.28%+38,858+283.6%Added
Semanteon Capital Management, LP51,745$1.18M0.83%+51,745New
Parkwood LLC49,728$1.13M0.14%−7,865−13.7%Reduced
Intech Investment Management LLC48,943$1.11M0.01%+48,943New
Public Employees Retirement System of Ohio47,964$1.09M0.00%+50+0.1%Added
Motley Fool Asset Management LLC46,748$1.05M0.07%+10,460+28.8%Added
Quadrature Capital Ltd45,959$1.05M0.02%−13,215−22.3%Reduced
Royal Fund Management, LLC45,900$1.04M0.14%−8,000−14.8%Reduced
Aquatic Capital Management LLC44,300$1.01M0.04%+44,300New
Caption Management, LLC43,972$1.00M0.11%+43,972New
Davy Global Fund Management Ltd42,933$977.2K0.11%+11,845+38.1%Added
Ensign Peak Advisors, Inc42,501$967.3K0.00%+2,350+5.9%Added
Franklin Resources Inc40,286$916.9K0.00%−370,054−90.2%Reduced
Walleye Capital LLC40,236$915.8K0.01%+28,596+245.7%Added
Future Fund LLC40,547$913.9K2.29%+30,340+297.2%Added
PEAK6 Investments LLC39,662$902.7K0.04%−8,957−18.4%Reduced
Schonfeld Strategic Advisors LLC38,734$881.6K0.01%−21,366−35.6%Reduced
Jefferies Financial Group Inc.38,000$864.9K0.02%+29,100+327.0%Added
Perpetual Ltd37,872$862.0K0.01%+2,829+8.1%Added
AXA S.A.37,700$858.1K0.00%−292,693−88.6%Reduced
Guggenheim Capital LLC36,408$828.6K0.01%−114,342−75.8%Reduced
Vontobel Holding Ltd.35,730$813.2K0.00%+12,522+54.0%Added
Louisiana State Employees Retirement System35,600$810.3K0.02%−600−1.7%Reduced
Arizona State Retirement System35,217$801.5K0.01%+775+2.3%Added
GTS Securities LLC33,212$755.9K0.02%−26,817−44.7%Reduced
Fox Run Management, L.L.C.32,947$749.9K0.14%+32,947New
Quinn Opportunity Partners LLC32,000$728.3K0.08%00.0%Unchanged
Wolverine Trading, LLC31,533$717.7K0.01%+31,533New
Thrivent Financial for Lutherans30,409$692.0K0.00%−1,116−3.5%Reduced
State of Michigan Retirement System30,322$690.1K0.00%−600−1.9%Reduced
Pathstone Holdings, LLC30,134$685.8K0.00%+188+0.6%Added
Dark Forest Capital Management LP29,915$680.9K0.12%+29,915New
Nisa Investment Advisors, LLC29,470$670.7K0.00%+1,722+6.2%Added
AdvisorNet Financial, Inc29,206$664.7K0.06%+2,631+9.9%Added
M&T Bank Corp29,121$663.0K0.00%+11,973+69.8%Added
Portman Square Capital LLP28,916$658.1K0.22%−331−1.1%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)28,245$642.9K0.00%+385+1.4%Added
Greenwich Wealth Management LLC28,114$640.0K0.05%00.0%Unchanged
Northwestern Mutual Investment Management Company, LLC28,091$639.4K0.02%+31+0.1%Added
China Universal Asset Management Co., Ltd.28,000$637.3K0.09%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys27,895$634.9K0.00%+67+0.2%Added
Ameritas Investment Partners, Inc.26,769$609.3K0.02%−1,147−4.1%Reduced
Victory Capital Management Inc26,255$597.6K0.00%−239−0.9%Reduced
Oregon Public Employees Retirement Fund26,191$596.1K0.01%−4,900−15.8%Reduced
Nissay Asset Management Corp25,540$581.3K0.00%+12,828+100.9%Added
New Mexico Educational Retirement Board25,400$578.0K0.02%00.0%Unchanged
HSBC Holdings PLC25,528$577.6K0.00%−30,398−54.4%Reduced
Ardsley Advisory Partners LP25,000$569.0K0.10%−145,000−85.3%Reduced
Green Alpha Advisors, LLC23,673$538.8K0.43%−2,469−9.4%Reduced
ProShare Advisors LLC23,395$532.5K0.00%+1,993+9.3%Added
D L Carlson Investment Group Inc22,741$517.6K0.10%+50+0.2%Added
Virtu Financial LLC22,455$511.0K0.04%+22,455New
Janney Montgomery Scott LLC21,665$493.0K0.00%−1,792−7.6%Reduced
DCF Advisers, LLC20,600$468.9K0.25%00.0%Unchanged
XTX Topco Ltd19,931$453.6K0.04%+19,931New
Oak Harbor Wealth Partners, LLC19,808$450.8K0.14%−3,550−15.2%Reduced
CIBC Private Wealth Group, LLC17,895$437.5K0.00%−273−1.5%Reduced
Pacer Advisors, Inc.18,919$430.6K0.00%+248+1.3%Added
Cresset Asset Management, LLC18,101$412.0K0.00%−8,786−32.7%Reduced
Gsa Capital Partners LLP17,872$407.0K0.03%+10,573+144.9%Added
SG Americas Securities, LLC17,708$403.0K0.00%+5,153+41.0%Added
Hilton Capital Management, LLC17,613$400.9K0.03%+631+3.7%Added
Voya Investment Management LLC17,546$399.3K0.00%+2,693+18.1%Added
Rothschild Investment LLC17,445$397.0K0.03%−1,200−6.4%Reduced
Fairfield, Bush & Co.16,658$379.1K0.23%−552−3.2%Reduced
Alpine Global Management, LLC15,800$359.6K0.06%+15,800New
JustInvest LLC15,665$353.5K0.01%+3,860+32.7%Added
CWM Advisors, LLC15,419$350.9K0.04%+3,230+26.5%Added
Pictet Asset Management Holding SA15,322$348.7K0.00%00.0%Unchanged
KBC Group NV15,125$344.0K0.00%+738+5.1%Added
Doliver Advisors, LP14,802$336.9K0.09%−518−3.4%Reduced
Global X Japan Co., Ltd.14,523$330.5K0.05%+4,941+51.6%Added
Public Employees Retirement Association of Colorado14,318$326.0K0.00%−253−1.7%Reduced
Hartline Investment Corp13,899$316.3K0.04%+13,899New