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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 2025

Institutional positions in Wolfspeed, Inc. as of Jun 30, 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
220
−82 vs. Q1 2025
Shares held
65.9M
−73.6M (−52.7%) vs. Q1 2025
Total value
$26.3M
−$400.5M (−93.8%) vs. Q1 2025
New holders
57
46 more added
Sold out
139
82 more reduced

4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 2025: 220 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 2025: $26.3M
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 2025

Shares, value and share of portfolio for each institution holding Wolfspeed, Inc.; share changes are against Q1 2025.

Institutions holding WOLF in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.8,659,676$3.45M0.00%−10,366,205−54.5%Reduced
Vanguard Group Inc8,464,252$3.38M0.00%−10,449,541−55.2%Reduced
Primecap Management Co6,075,113$2.42M0.00%−590,157−8.9%Reduced
UBS Group AG5,966,160$2.38M0.00%−8,563,512−58.9%Reduced
Millennium Management LLC4,431,988$1.77M0.00%+3,058,786+222.7%Added
Two Sigma Investments, LP3,492,139$1.39M0.00%+2,449,260+234.9%Added
Two Sigma Advisers, LP3,144,900$1.25M0.00%+1,118,700+55.2%Added
Two Seas Capital LP2,412,111$962.0K0.09%+2,412,111New
Geode Capital Management, LLC1,922,008$766.5K0.00%−599,549−23.8%Reduced
Morgan Stanley1,583,201$631.4K0.00%−3,871,927−71.0%Reduced
State Street Corp1,369,622$546.2K0.00%−6,101,989−81.7%Reduced
GMT Capital Corp1,211,332$483.1K0.02%+363,784+42.9%Added
Goldman Sachs Group Inc1,172,152$467.5K0.00%−208,347−15.1%Reduced
XTX Topco Ltd982,770$391.9K0.02%+963,325+4,954.1%Added
Northern Trust Corp979,783$390.7K0.00%+24,747+2.6%Added
Jane Street Group, LLC968,323$386.2K0.00%+202,594+26.5%Added
Ilex Capital Partners (UK) LLP665,697$265.5K0.01%+554,587+499.1%Added
Alliancebernstein L.P.507,083$202.2K0.00%+467,284+1,174.1%Added
FMR LLC495,705$197.7K0.00%−1,066,145−68.3%Reduced
Vontobel Holding Ltd.479,563$191.3K0.00%+203,341+73.6%Added
JPMorgan Chase & Co420,305$167.6K0.00%+58,593+16.2%Added
Charles Schwab Investment Management Inc412,026$164.3K0.00%−892,781−68.4%Reduced
Gsa Capital Partners LLP400,095$160.0K0.01%+400,095New
Bank of New York Mellon Corp400,098$159.6K0.00%−438,938−52.3%Reduced
Simplex Trading, LLC397,459$158.0K0.00%+397,459New
First Trust Advisors LP387,736$154.6K0.00%−59,982−13.4%Reduced
Citigroup Inc387,368$154.5K0.00%−127,918−24.8%Reduced
Bank of Montreal340,664$135.9K0.00%−73,374−17.7%Reduced
Bank of America Corp341,246$135.8K0.00%−2,064,982−85.8%Reduced
Marshall Wace, LLP334,346$133.7K0.00%−481,461−59.0%Reduced
WS Management LLLP323,567$129.0K0.02%+20,767+6.9%Added
Optiver Holding B.V.313,788$125.1K0.00%+313,788New
Prelude Capital Management, LLC300,000$119.6K0.01%+300,000New
Susquehanna International Group, LLP296,339$118.2K0.00%−927,865−75.8%Reduced
Barclays PLC277,056$110.5K0.00%+180,419+186.7%Added
Engineers Gate Manager LP271,572$108.3K0.00%+271,572New
Wells Fargo & Company203,657$81.2K0.00%−160,842−44.1%Reduced
Ground Swell Capital, LLC185,176$73.8K0.12%+185,176New
Firsthand Capital Management, Inc.180,000$71.8K0.13%00.0%Unchanged
Long Island Wealth Management, Inc.149,500$59.6K0.03%+149,500New
Rhumbline Advisers141,761$56.6K0.00%−200,744−58.6%Reduced
Atom Investors LP139,330$55.6K0.00%+139,330New
Prudential Financial Inc142,412$55.5K0.00%−6,892−4.6%Reduced
SG Americas Securities, LLC138,158$55.0K0.00%−395,807−74.1%Reduced
Deutsche Bank AG130,507$52.2K0.00%+124,261+1,989.4%Added
Winton Group Ltd118,873$47.4K0.00%+118,873New
Legal & General Group Plc115,724$46.2K0.00%−269,087−69.9%Reduced
Panagora Asset Management Inc113,800$45.4K0.00%+99,740+709.4%Added
Royal Bank of Canada113,164$45.0K0.00%+46,368+69.4%Added
Marex Group plc108,829$43.7K0.00%+57,470+111.9%Added
Everence Capital Management Inc102,720$41.0K0.00%+102,720New
State of Alaska, Department of Revenue99,465$38.0K0.00%+13,265+15.4%Added
Sig Brokerage, LP94,000$37.5K0.01%+94,000New
Mirae Asset Global ETFs Holdings Ltd.85,245$34.0K0.00%+85,245New
Canada Pension Plan Investment Board84,100$33.5K0.00%+84,100New
Wolverine Trading, LLC80,023$33.1K0.00%−163,119−67.1%Reduced
HSBC Holdings PLC77,427$33.0K0.00%−120,787−60.9%Reduced
Invesco Ltd.79,934$31.9K0.00%−1,628,977−95.3%Reduced
Caitlin John, LLC78,617$31.4K0.03%+78,617New
Price T Rowe Associates Inc79,454$31.0K0.00%+25,694+47.8%Added
Dark Forest Capital Management LP75,548$30.1K0.00%+75,548New
Ionic Capital Management LLC72,133$28.8K0.03%+72,133New
DekaBank Deutsche Girozentrale72,690$28.0K0.00%+72,690New
Green Alpha Advisors, LLC68,681$27.4K0.03%−2,529−3.6%Reduced
Cladis Investment Advisory, LLC67,000$26.7K0.02%+51,000+318.8%Added
Guggenheim Capital LLC64,912$25.9K0.00%+12,663+24.2%Added
UBS Asset Management Americas Inc64,822$25.9K0.00%−1,803,919−96.5%Reduced
Kestra Advisory Services, LLC63,381$25.3K0.00%−31,944−33.5%Reduced
Traynor Capital Management, Inc.31,000$24.5K0.00%−1,492−4.6%Reduced
M&T Bank Corp58,255$23.2K0.00%−26,433−31.2%Reduced
D. E. Shaw & Co., Inc.56,749$22.6K0.00%−2,228,282−97.5%Reduced
Pathstone Holdings, LLC54,255$21.6K0.00%−3,576−6.2%Reduced
AQR Capital Management LLC51,732$20.6K0.00%+51,732New
New York State Common Retirement Fund48,755$19.4K0.00%−181,645−78.8%Reduced
111 Capital46,065$18.4K0.00%+46,065New
Roehl & Yi Investment Advisors, LLC43,922$17.5K0.01%+43,922New
Comerica Bank43,648$17.4K0.00%−9,315−17.6%Reduced
BNP Paribas Arbitrage, SA39,966$15.9K0.00%−370,144−90.3%Reduced
Apollon Wealth Management, LLC38,121$15.2K0.00%+38,121New
State of Tennessee, Treasury Department38,060$15.2K0.00%−36,427−48.9%Reduced
LPL Financial LLC37,068$14.8K0.00%−43,285−53.9%Reduced
Jefferies Financial Group Inc.36,700$14.6K0.00%−95,300−72.2%Reduced
ProShare Advisors LLC34,877$13.9K0.00%+34,877New
Federation des caisses Desjardins du Quebec34,700$13.8K0.00%+33,750+3,552.6%Added
Police & Firemen's Retirement System of New Jersey33,100$13.2K0.00%−18,628−36.0%Reduced
State Board of Administration of Florida Retirement System32,928$13.1K0.00%−96,715−74.6%Reduced
Ameriprise Financial Inc32,782$13.1K0.00%−351,322−91.5%Reduced
Cantor Fitzgerald, L. P.32,494$13.0K0.00%+32,494New
HighTower Advisors, LLC31,929$12.7K0.00%+356+1.1%Added
Creative Planning30,476$12.2K0.00%−24,341−44.4%Reduced
Capital Markets Trading UK LLP29,500$12.0K0.01%+17,343+142.7%Added
Virtu Financial LLC29,940$12.0K0.00%+29,940New
Keybank National Association28,585$11.4K0.00%+40+0.1%Added
Tower Research Capital LLC (TRC)27,657$11.0K0.00%−18,510−40.1%Reduced
Colony Group, LLC27,075$10.8K0.00%+27,075New
Victory Capital Management Inc26,354$10.5K0.00%−208−0.8%Reduced
Morangie Management LLC25,028$9.98K0.01%−2,146−7.9%Reduced
BCJ Capital Management, LLC25,000$9.97K0.00%00.0%Unchanged
Capstone Financial Advisors, Inc.25,000$9.97K0.00%+25,000New
PEAK6 LLC24,327$9.70K0.00%−76,339−75.8%Reduced