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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Wolfspeed, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 507,083 | $202.2K | 0.00% | +467,284+1,174.1% | Added |
| Ilex Capital Partners (UK) LLP | 665,697 | $265.5K | 0.01% | +554,587+499.1% | Added |
| Jane Street Group, LLC | 968,323 | $386.2K | 0.00% | +202,594+26.5% | Added |
| Northern Trust Corp | 979,783 | $390.7K | 0.00% | +24,747+2.6% | Added |
| XTX Topco Ltd | 982,770 | $391.9K | 0.02% | +963,325+4,954.1% | Added |
| Goldman Sachs Group Inc | 1,172,152 | $467.5K | 0.00% | −208,347−15.1% | Reduced |
| GMT Capital Corp | 1,211,332 | $483.1K | 0.02% | +363,784+42.9% | Added |
| State Street Corp | 1,369,622 | $546.2K | 0.00% | −6,101,989−81.7% | Reduced |
| Morgan Stanley | 1,583,201 | $631.4K | 0.00% | −3,871,927−71.0% | Reduced |
| Geode Capital Management, LLC | 1,922,008 | $766.5K | 0.00% | −599,549−23.8% | Reduced |
| Two Seas Capital LP | 2,412,111 | $962.0K | 0.09% | +2,412,111 | New |
| Two Sigma Advisers, LP | 3,144,900 | $1.25M | 0.00% | +1,118,700+55.2% | Added |
| Two Sigma Investments, LP | 3,492,139 | $1.39M | 0.00% | +2,449,260+234.9% | Added |
| Millennium Management LLC | 4,431,988 | $1.77M | 0.00% | +3,058,786+222.7% | Added |
| UBS Group AG | 5,966,160 | $2.38M | 0.00% | −8,563,512−58.9% | Reduced |
| Primecap Management Co | 6,075,113 | $2.42M | 0.00% | −590,157−8.9% | Reduced |
| Vanguard Group Inc | 8,464,252 | $3.38M | 0.00% | −10,449,541−55.2% | Reduced |
| BlackRock, Inc. | 8,659,676 | $3.45M | 0.00% | −10,366,205−54.5% | Reduced |
| Harvest Fund Management Co., Ltd | 8,400 | – | – | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,000 | – | – | 00.0% | Unchanged |
| Activest Wealth Management | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −4,329,584−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −3,451,957−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −2,929,700−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −2,284,303−100.0% | Sold out |
| Shah Capital Management | 0 | $0 | 0.00% | −2,152,225−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −1,795,379−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −1,591,056−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −1,438,505−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −1,185,221−100.0% | Sold out |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0 | $0 | 0.00% | −1,054,233−100.0% | Sold out |
| Iridian Asset Management LLC | 0 | $0 | 0.00% | −913,529−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −782,713−100.0% | Sold out |
| Aequim Alternative Investments LP | 0 | $0 | 0.00% | −630,885−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −561,054−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −493,391−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −482,989−100.0% | Sold out |
| Nuveen, LLC | 0 | $0 | 0.00% | −451,818−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −410,478−100.0% | Sold out |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −406,861−100.0% | Sold out |
| Nan Shan Life Insurance Co., Ltd. | 0 | $0 | 0.00% | −353,758−100.0% | Sold out |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −398,098−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −324,530−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −297,623−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −247,100−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −242,648−100.0% | Sold out |
| Raiffeisen Bank International AG | 0 | $0 | 0.00% | −264,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −199,145−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −198,882−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −149,084−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −118,432−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −118,057−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −114,270−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −112,872−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −112,519−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −102,569−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −100,331−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Centric Wealth Management | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Shaolin Capital Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −86,196−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −85,694−100.0% | Sold out |
| Retirement Systems of Alabama | 0 | $0 | 0.00% | −80,400−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −76,358−100.0% | Sold out |
| Louisiana State Employees Retirement System | 0 | $0 | 0.00% | −73,300−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −72,500−100.0% | Sold out |
| Treasurer of the State of North Carolina | 0 | $0 | 0.00% | −70,429−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −62,200−100.0% | Sold out |
| Yousif Capital Management, LLC | 0 | $0 | 0.00% | −56,559−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −52,286−100.0% | Sold out |
| Verity Asset Management, Inc. | 0 | $0 | 0.00% | −51,988−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −61,300−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −48,902−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −47,392−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −42,501−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −41,179−100.0% | Sold out |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | $0 | 0.00% | −40,852−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −38,892−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −37,229−100.0% | Sold out |
| Arizona State Retirement System | 0 | $0 | 0.00% | −36,634−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −35,972−100.0% | Sold out |
| Oregon Public Employees Retirement Fund | 0 | $0 | 0.00% | −35,600−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −18,305−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −33,800−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −33,759−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −31,404−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −28,389−100.0% | Sold out |
| Bulltick Wealth Management, LLC | 0 | $0 | 0.00% | −27,900−100.0% | Sold out |
| DCF Advisers, LLC | 0 | $0 | 0.00% | −27,500−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −24,872−100.0% | Sold out |
| KLP Kapitalforvaltning AS | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −22,653−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −21,875−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −20,740−100.0% | Sold out |
| Intrua Financial, LLC | 0 | $0 | 0.00% | −19,924−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −18,664−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −18,069−100.0% | Sold out |
| Pictet Asset Management Holding SA | 0 | $0 | 0.00% | −17,438−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −16,331−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −14,991−100.0% | Sold out |