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, Q1 2025
Institutional positions in Wolfspeed, Inc. as of Mar 31, 2025. 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
- 306
- +2 vs. Q4 2024
- Shares held
- 139.6M
- −419.6K (−0.3%) vs. Q4 2024
- Total value
- $427.1M
- −$506.0M (−54.2%) vs. Q4 2024
- New holders
- 65
- 121 more added
- Sold out
- 63
- 62 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Wolfspeed, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 19,025,881 | $58.2M | 0.00% | +2,589,765+15.8% | Added |
| Vanguard Group Inc | 18,913,793 | $57.9M | 0.00% | +2,989,503+18.8% | Added |
| UBS Group AG | 14,529,672 | $44.5M | 0.01% | −2,576,233−15.1% | Reduced |
| State Street Corp | 7,471,611 | $22.9M | 0.00% | +134,830+1.8% | Added |
| Primecap Management Co | 6,665,270 | $20.4M | 0.02% | +146,106+2.2% | Added |
| Morgan Stanley | 5,455,128 | $16.7M | 0.00% | +2,087,946+62.0% | Added |
| Neuberger Berman Group LLC | 4,329,584 | $13.7M | 0.01% | +1,822,958+72.7% | Added |
| Artisan Partners Limited Partnership | 3,451,957 | $10.6M | 0.02% | −178,311−4.9% | Reduced |
| Capital World Investors | 2,929,700 | $8.96M | 0.00% | +2,929,700 | New |
| Geode Capital Management, LLC | 2,521,557 | $7.72M | 0.00% | +531,427+26.7% | Added |
| Bank of America Corp | 2,406,228 | $7.36M | 0.00% | +1,329,803+123.5% | Added |
| D. E. Shaw & Co., Inc. | 2,285,031 | $6.99M | 0.01% | −3,086,083−57.5% | Reduced |
| Nomura Holdings Inc | 2,284,303 | $6.99M | 0.04% | +2,284,303 | New |
| Shah Capital Management | 2,152,225 | $6.59M | 1.35% | +2,152,225 | New |
| Two Sigma Advisers, LP | 2,026,200 | $6.20M | 0.01% | −117,300−5.5% | Reduced |
| UBS Asset Management Americas Inc | 1,868,741 | $5.72M | 0.00% | +906,968+94.3% | Added |
| Citadel Advisors LLC | 1,795,379 | $5.49M | 0.01% | +443,368+32.8% | Added |
| Invesco Ltd. | 1,708,911 | $5.23M | 0.00% | +267,131+18.5% | Added |
| South Dakota Investment Council | 1,591,056 | $4.87M | 0.10% | +873,574+121.8% | Added |
| FMR LLC | 1,561,850 | $4.78M | 0.00% | +46,230+3.1% | Added |
| Jump Financial, LLC | 1,438,505 | $4.40M | 0.07% | +1,438,505 | New |
| Goldman Sachs Group Inc | 1,380,499 | $4.22M | 0.00% | +881,603+176.7% | Added |
| Millennium Management LLC | 1,373,202 | $4.20M | 0.00% | +1,293,360+1,619.9% | Added |
| Charles Schwab Investment Management Inc | 1,304,807 | $3.99M | 0.00% | +97,650+8.1% | Added |
| Susquehanna International Group, LLP | 1,224,204 | $3.75M | 0.01% | +1,064,213+665.2% | Added |
| FIL Ltd | 1,185,221 | $3.63M | 0.00% | −1,346,068−53.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,054,233 | $3.23M | 0.01% | +1,054,233 | New |
| Two Sigma Investments, LP | 1,042,879 | $3.19M | 0.01% | −1,609,897−60.7% | Reduced |
| Northern Trust Corp | 955,036 | $2.92M | 0.00% | +160,178+20.2% | Added |
| Iridian Asset Management LLC | 913,529 | $2.80M | 0.88% | +97,346+11.9% | Added |
| GMT Capital Corp | 847,548 | $2.59M | 0.14% | +847,548 | New |
| Bank of New York Mellon Corp | 839,036 | $2.57M | 0.00% | +80,693+10.6% | Added |
| Marshall Wace, LLP | 815,807 | $2.50M | 0.00% | +719,347+745.7% | Added |
| Balyasny Asset Management LLC | 782,713 | $2.40M | 0.01% | +782,713 | New |
| Principal Financial Group Inc | 772,307 | $2.36M | 0.00% | +153,250+24.8% | Added |
| Jane Street Group, LLC | 765,729 | $2.34M | 0.00% | −598,209−43.9% | Reduced |
| Aequim Alternative Investments LP | 630,885 | $1.93M | 0.08% | +218,706+53.1% | Added |
| Graham Capital Management, L.P. | 561,054 | $1.72M | 0.05% | +561,054 | New |
| SG Americas Securities, LLC | 533,965 | $1.63M | 0.01% | +431,680+422.0% | Added |
| Citigroup Inc | 515,286 | $1.58M | 0.00% | +284,482+123.3% | Added |
| Public Sector Pension Investment Board | 493,391 | $1.51M | 0.01% | +175,153+55.0% | Added |
| Squarepoint Ops LLC | 482,989 | $1.48M | 0.00% | −533,917−52.5% | Reduced |
| First Trust Advisors LP | 447,718 | $1.37M | 0.00% | +17,102+4.0% | Added |
| Nuveen, LLC | 451,818 | $1.36M | 0.00% | +451,818 | New |
| Bank of Montreal | 414,038 | $1.27M | 0.00% | −579−0.1% | Reduced |
| Verition Fund Management LLC | 410,478 | $1.26M | 0.01% | +77,925+23.4% | Added |
| BNP Paribas Arbitrage, SA | 410,110 | $1.25M | 0.00% | +243,995+146.9% | Added |
| Dimensional Fund Advisors LP | 406,861 | $1.24M | 0.00% | −146,092−26.4% | Reduced |
| Legal & General Group Plc | 384,811 | $1.18M | 0.00% | +35,353+10.1% | Added |
| Ameriprise Financial Inc | 384,104 | $1.18M | 0.00% | +48,315+14.4% | Added |
| Wells Fargo & Company | 364,499 | $1.12M | 0.00% | −175,026−32.4% | Reduced |
| JPMorgan Chase & Co | 361,712 | $1.11M | 0.00% | +285,881+377.0% | Added |
| Nan Shan Life Insurance Co., Ltd. | 353,758 | $1.08M | 0.03% | −6,090−1.7% | Reduced |
| Rhumbline Advisers | 342,505 | $1.05M | 0.00% | +33,361+10.8% | Added |
| Erste Asset Management GmbH | 398,098 | $1.03M | 0.01% | −395,420−49.8% | Reduced |
| Nebula Research & Development LLC | 324,530 | $993.1K | 0.09% | +181,210+126.4% | Added |
| WS Management LLLP | 302,800 | $926.6K | 0.16% | +302,800 | New |
| Caitong International Asset Management Co., Ltd | 297,623 | $910.7K | 0.68% | +272,132+1,067.6% | Added |
| Vontobel Holding Ltd. | 276,222 | $845.2K | 0.00% | +210,644+321.2% | Added |
| Swiss National Bank | 247,100 | $756.1K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 242,648 | $742.5K | 0.00% | +47,452+24.3% | Added |
| New York State Common Retirement Fund | 230,400 | $705.0K | 0.00% | +21,805+10.5% | Added |
| Raiffeisen Bank International AG | 264,000 | $683.8K | 0.01% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 206,760 | $632.7K | 0.01% | +154,999+299.5% | Added |
| Wolverine Trading, LLC | 243,142 | $629.7K | 0.02% | −55,954−18.7% | Reduced |
| Tudor Investment Corp Et Al | 199,145 | $609.4K | 0.01% | +199,145 | New |
| Susquehanna Fundamental Investments, LLC | 198,882 | $608.6K | 0.01% | +198,882 | New |
| HSBC Holdings PLC | 198,214 | $572.1K | 0.00% | −18,993−8.7% | Reduced |
| Firsthand Capital Management, Inc. | 180,000 | $550.8K | 1.33% | 00.0% | Unchanged |
| Prudential Financial Inc | 149,304 | $456.9K | 0.00% | +22,905+18.1% | Added |
| New York State Teachers Retirement System | 149,084 | $456.0K | 0.00% | +300+0.2% | Added |
| Jefferies Financial Group Inc. | 132,000 | $403.9K | 0.01% | +65,400+98.2% | Added |
| State Board of Administration of Florida Retirement System | 129,643 | $396.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 170,721 | $372.2K | 0.00% | −320.0% | Reduced |
| Quinn Opportunity Partners LLC | 120,000 | $367.2K | 0.03% | +120,000 | New |
| California State Teachers Retirement System | 118,432 | $362.4K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 118,057 | $360.7K | 0.01% | +66,569+129.3% | Added |
| Thrivent Financial for Lutherans | 114,270 | $350.0K | 0.00% | +15,554+15.8% | Added |
| CWM Advisors, LLC | 112,872 | $345.4K | 0.04% | +51,945+85.3% | Added |
| PFG Investments, LLC | 112,519 | $344.3K | 0.02% | +112,519 | New |
| Ilex Capital Partners (UK) LLP | 111,110 | $340.0K | 0.01% | +111,110 | New |
| Caption Management, LLC | 102,569 | $313.9K | 0.01% | −138,231−57.4% | Reduced |
| PEAK6 LLC | 100,666 | $308.0K | 0.01% | +64,199+176.0% | Added |
| Paloma Partners Management Co | 100,331 | $307.0K | 0.06% | +100,331 | New |
| Shaolin Capital Management LLC | 100,000 | $306.0K | 0.01% | +75,000+300.0% | Added |
| Vestcor Inc | 100,000 | $306.0K | 0.01% | +100,000 | New |
| Centric Wealth Management | 100,000 | $306.0K | 0.08% | +100,000 | New |
| Barclays PLC | 96,637 | $295.7K | 0.00% | −559,605−85.3% | Reduced |
| Kestra Advisory Services, LLC | 95,325 | $291.7K | 0.00% | +77,895+446.9% | Added |
| D.A. Davidson & Co. | 87,730 | $268.5K | 0.00% | −300−0.3% | Reduced |
| State of Alaska, Department of Revenue | 86,200 | $263.0K | 0.00% | +13,618+18.8% | Added |
| Quantitative Investment Management, LLC | 86,196 | $263.0K | 0.02% | +86,196 | New |
| SEI Investments Co | 85,694 | $262.3K | 0.00% | +17,953+26.5% | Added |
| M&T Bank Corp | 84,688 | $258.8K | 0.00% | −2,995−3.4% | Reduced |
| Retirement Systems of Alabama | 80,400 | $246.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 80,353 | $245.9K | 0.00% | −1,675−2.0% | Reduced |
| Fox Run Management, L.L.C. | 76,358 | $233.7K | 0.04% | +76,358 | New |
| State of Tennessee, Treasury Department | 74,487 | $227.9K | 0.00% | +20,050+36.8% | Added |
| Louisiana State Employees Retirement System | 73,300 | $224.3K | 0.00% | +11,600+18.8% | Added |
| Clearbridge Investments, LLC | 72,500 | $221.8K | 0.00% | 00.0% | Unchanged |