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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.

Q1 2026 vs. Q4 2025

How the institutions holding Wolfspeed, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of WOLF: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders1527154+9
Shares44.4M368.4K53.2M+9.19M (+20.9%)
Value$774.3M$6.41M$864.5M+$96.6M (+12.6%)

7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (41)

Institutions that held Wolfspeed, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to WOLF in Q1 2026
InstitutionSharesValue% of portfolio
Slate Path Capital LP4,438,156$68.5M1.02%
Vanguard Capital Management LLC1,798,377$29.3M0.00%
Woodson Capital Management, LP940,000$15.3M2.48%
Hill City Capital, LP885,000$14.4M0.52%
Discovery Capital Management, LLC424,700$6.93M0.36%
SG Americas Securities, LLC408,733$6.67M0.01%
Artemis Investment Management LLP394,146$6.43M0.07%
Kettle Hill Capital Management, LLC365,868$5.97M1.50%
Soros Fund Management LLCSuperinvestorSoros Fund Management251,320$4.10M0.06%
Tudor Investment Corp Et Al218,033$3.56M0.02%
Vanguard Fiduciary Trust Co185,830$3.03M0.00%
Soviero Asset Management, LP180,000$2.94M1.65%
Panoramic Capital, LLC140,000$2.28M1.60%
Lazard Asset Management LLC110,041$1.80M0.00%
Oakum Bay Capital LLC100,484$1.64M0.88%
Fund 1 Investments, LLC50,000$816.0K0.11%
Deutsche Bank AG49,790$812.6K0.00%
Brevan Howard Capital Management LP47,204$770.4K0.01%
IMC-Chicago, LLC41,624$679.3K0.01%
SEI Investments Co30,296$494.4K0.00%
Atlas Brown,Inc.25,000$408.0K0.12%
Old West Investment Management, LLC23,482$383.2K0.04%
Vanguard Global Advisers, LLC11,507$187.8K0.00%
GMT Capital Corp10,117$165.1K0.01%
Royal Bank of Canada5,476$89.0K0.00%
Aster Capital Management (DIFC) Ltd14,571$44.6K0.01%
Financial Consulate, Inc668$10.9K0.00%
Advisory Services Network, LLC501$8.18K0.00%
MCF Advisors LLC478$7.80K0.00%
Stance Capital LLC208$3.40K0.00%
Fifth Third Bancorp130$2.12K0.00%
Harbour Investments, Inc.90$1.48K0.00%
Islay Capital Management, LLC84$1.37K0.00%
Leonteq Securities AG68$1.11K0.00%
Smartleaf Asset Management LLC49$7250.00%
Signature Resources Capital Management, LLC13$2120.00%
UBS Asset Management Americas Inc9$1470.00%
Golden State Equity Partners4$650.00%
UMA Financial Services, Inc.2$330.00%
Atlantic Union Bankshares Corp1$170.00%
Innovative Asset Advisors Group, LLC1$160.00%

Sold out (32)

Institutions that held Wolfspeed, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Not filed for Q1 2026 yet (7)

Institutions that held Wolfspeed, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WOLF in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc324,232$5.64M
Militia Capital Partners, LP44,000$766.0K
DV Equities, LLC206$3.59K
ORG Partners LLC3$52
Global Retirement Partners, LLC2$35
Comerica Bank1$17
CIBC Private Wealth Group, LLC1$17