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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
Gotham Asset Management, LLC16,611$6.62K0.00%−190,149−92.0%Reduced
Voya Investment Management LLC16,762$6.68K0.00%−2,351−12.3%Reduced
Capital Investment Advisory Services, LLC16,893$6.74K0.00%−5,965−26.1%Reduced
CI Private Wealth, LLC16,918$6.75K0.00%−3,516−17.2%Reduced
Principal Securities, Inc.17,761$7.08K0.00%+15,288+618.2%Added
Two Sigma Securities, LLC18,341$7.31K0.00%+18,341New
Stifel Financial Corp18,636$7.44K0.00%−797−4.1%Reduced
CIBC World Markets Corp19,258$7.68K0.00%+19,258New
US Bancorp19,285$7.69K0.00%+10,385+116.7%Added
Quinn Opportunity Partners LLC20,000$7.98K0.00%−100,000−83.3%Reduced
Envestnet Asset Management Inc20,331$8.11K0.00%−272−1.3%Reduced
Wealthfront Advisers LLC20,495$8.17K0.00%+9,905+93.5%Added
West Family Investments, Inc.21,206$8.46K0.00%+21,206New
Advisory Alpha, LLC21,231$8.47K0.00%+21,231New
JustInvest LLC21,895$8.73K0.00%+2,493+12.8%Added
D.A. Davidson & Co.22,530$8.98K0.00%−65,200−74.3%Reduced
Greenwich Wealth Management LLC23,447$9.00K0.00%+1,045+4.7%Added
DLK Investment Management, LLC23,785$9.48K0.00%+23,785New
PEAK6 LLC24,327$9.70K0.00%−76,339−75.8%Reduced
BCJ Capital Management, LLC25,000$9.97K0.00%00.0%Unchanged
Capstone Financial Advisors, Inc.25,000$9.97K0.00%+25,000New
Morangie Management LLC25,028$9.98K0.01%−2,146−7.9%Reduced
Victory Capital Management Inc26,354$10.5K0.00%−208−0.8%Reduced
Colony Group, LLC27,075$10.8K0.00%+27,075New
Tower Research Capital LLC (TRC)27,657$11.0K0.00%−18,510−40.1%Reduced
Keybank National Association28,585$11.4K0.00%+40+0.1%Added
Capital Markets Trading UK LLP29,500$12.0K0.01%+17,343+142.7%Added
Virtu Financial LLC29,940$12.0K0.00%+29,940New
Creative Planning30,476$12.2K0.00%−24,341−44.4%Reduced
HighTower Advisors, LLC31,929$12.7K0.00%+356+1.1%Added
Cantor Fitzgerald, L. P.32,494$13.0K0.00%+32,494New
Ameriprise Financial Inc32,782$13.1K0.00%−351,322−91.5%Reduced
State Board of Administration of Florida Retirement System32,928$13.1K0.00%−96,715−74.6%Reduced
Police & Firemen's Retirement System of New Jersey33,100$13.2K0.00%−18,628−36.0%Reduced
Federation des caisses Desjardins du Quebec34,700$13.8K0.00%+33,750+3,552.6%Added
ProShare Advisors LLC34,877$13.9K0.00%+34,877New
Jefferies Financial Group Inc.36,700$14.6K0.00%−95,300−72.2%Reduced
LPL Financial LLC37,068$14.8K0.00%−43,285−53.9%Reduced
State of Tennessee, Treasury Department38,060$15.2K0.00%−36,427−48.9%Reduced
Apollon Wealth Management, LLC38,121$15.2K0.00%+38,121New
BNP Paribas Arbitrage, SA39,966$15.9K0.00%−370,144−90.3%Reduced
Comerica Bank43,648$17.4K0.00%−9,315−17.6%Reduced
Roehl & Yi Investment Advisors, LLC43,922$17.5K0.01%+43,922New
111 Capital46,065$18.4K0.00%+46,065New
New York State Common Retirement Fund48,755$19.4K0.00%−181,645−78.8%Reduced
AQR Capital Management LLC51,732$20.6K0.00%+51,732New
Pathstone Holdings, LLC54,255$21.6K0.00%−3,576−6.2%Reduced
D. E. Shaw & Co., Inc.56,749$22.6K0.00%−2,228,282−97.5%Reduced
M&T Bank Corp58,255$23.2K0.00%−26,433−31.2%Reduced
Traynor Capital Management, Inc.31,000$24.5K0.00%−1,492−4.6%Reduced
Kestra Advisory Services, LLC63,381$25.3K0.00%−31,944−33.5%Reduced
UBS Asset Management Americas Inc64,822$25.9K0.00%−1,803,919−96.5%Reduced
Guggenheim Capital LLC64,912$25.9K0.00%+12,663+24.2%Added
Cladis Investment Advisory, LLC67,000$26.7K0.02%+51,000+318.8%Added
Green Alpha Advisors, LLC68,681$27.4K0.03%−2,529−3.6%Reduced
DekaBank Deutsche Girozentrale72,690$28.0K0.00%+72,690New
Ionic Capital Management LLC72,133$28.8K0.03%+72,133New
Dark Forest Capital Management LP75,548$30.1K0.00%+75,548New
Price T Rowe Associates Inc79,454$31.0K0.00%+25,694+47.8%Added
Caitlin John, LLC78,617$31.4K0.03%+78,617New
Invesco Ltd.79,934$31.9K0.00%−1,628,977−95.3%Reduced
HSBC Holdings PLC77,427$33.0K0.00%−120,787−60.9%Reduced
Wolverine Trading, LLC80,023$33.1K0.00%−163,119−67.1%Reduced
Canada Pension Plan Investment Board84,100$33.5K0.00%+84,100New
Mirae Asset Global ETFs Holdings Ltd.85,245$34.0K0.00%+85,245New
Sig Brokerage, LP94,000$37.5K0.01%+94,000New
State of Alaska, Department of Revenue99,465$38.0K0.00%+13,265+15.4%Added
Everence Capital Management Inc102,720$41.0K0.00%+102,720New
Marex Group plc108,829$43.7K0.00%+57,470+111.9%Added
Royal Bank of Canada113,164$45.0K0.00%+46,368+69.4%Added
Panagora Asset Management Inc113,800$45.4K0.00%+99,740+709.4%Added
Legal & General Group Plc115,724$46.2K0.00%−269,087−69.9%Reduced
Winton Group Ltd118,873$47.4K0.00%+118,873New
Deutsche Bank AG130,507$52.2K0.00%+124,261+1,989.4%Added
SG Americas Securities, LLC138,158$55.0K0.00%−395,807−74.1%Reduced
Prudential Financial Inc142,412$55.5K0.00%−6,892−4.6%Reduced
Atom Investors LP139,330$55.6K0.00%+139,330New
Rhumbline Advisers141,761$56.6K0.00%−200,744−58.6%Reduced
Long Island Wealth Management, Inc.149,500$59.6K0.03%+149,500New
Firsthand Capital Management, Inc.180,000$71.8K0.13%00.0%Unchanged
Ground Swell Capital, LLC185,176$73.8K0.12%+185,176New
Wells Fargo & Company203,657$81.2K0.00%−160,842−44.1%Reduced
Engineers Gate Manager LP271,572$108.3K0.00%+271,572New
Barclays PLC277,056$110.5K0.00%+180,419+186.7%Added
Susquehanna International Group, LLP296,339$118.2K0.00%−927,865−75.8%Reduced
Prelude Capital Management, LLC300,000$119.6K0.01%+300,000New
Optiver Holding B.V.313,788$125.1K0.00%+313,788New
WS Management LLLP323,567$129.0K0.02%+20,767+6.9%Added
Marshall Wace, LLP334,346$133.7K0.00%−481,461−59.0%Reduced
Bank of America Corp341,246$135.8K0.00%−2,064,982−85.8%Reduced
Bank of Montreal340,664$135.9K0.00%−73,374−17.7%Reduced
Citigroup Inc387,368$154.5K0.00%−127,918−24.8%Reduced
First Trust Advisors LP387,736$154.6K0.00%−59,982−13.4%Reduced
Simplex Trading, LLC397,459$158.0K0.00%+397,459New
Bank of New York Mellon Corp400,098$159.6K0.00%−438,938−52.3%Reduced
Gsa Capital Partners LLP400,095$160.0K0.01%+400,095New
Charles Schwab Investment Management Inc412,026$164.3K0.00%−892,781−68.4%Reduced
JPMorgan Chase & Co420,305$167.6K0.00%+58,593+16.2%Added
Vontobel Holding Ltd.479,563$191.3K0.00%+203,341+73.6%Added
FMR LLC495,705$197.7K0.00%−1,066,145−68.3%Reduced