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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.

Q2 2026 vs. Q1 2026

How the institutions holding Wolfspeed, Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of WOLF: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders1544267+117
Shares53.2M100.8K65.7M+12.6M (+23.7%)
Value$864.5M$1.64M$3.16B+$2.29B (+266.0%)

4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (153)

Institutions that held Wolfspeed, Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Showing the largest 100 of 153 by value.

Institutions new to WOLF in Q2 2026
InstitutionSharesValue% of portfolio
First Manhattan Co1,644,966$79.4M0.20%
Think Investments LP902,100$43.5M5.36%
Avantyr Capital Partners, LP811,392$39.1M1.44%
CloudAlpha Capital Management Limited/Hong Kong719,134$34.7M3.43%
Voloridge Investment Management, LLC704,607$34.0M0.14%
Jane Street Group, LLC670,018$32.3M0.02%
Ameriprise Financial Inc583,132$28.1M0.01%
Electron Capital Partners, LLC571,267$27.6M1.10%
T. Rowe Price Investment Management, Inc.562,286$27.1M0.02%
Penn Capital Management Co Inc513,975$24.8M1.58%
Renaissance Technologies LLC498,900$24.1M0.03%
Lido Advisors, LLC385,593$18.6M0.07%
D. E. Shaw & Co., Inc.359,255$17.3M0.01%
LMR Partners LLP341,800$16.5M0.12%
Alyeska Investment Group, L.P.339,531$16.4M0.04%
New York State Common Retirement Fund319,036$15.4M0.02%
Raymond James Financial Inc266,199$12.8M0.00%
Neuberger Berman Group LLC254,972$12.3M0.01%
Massachusetts Financial Services Co195,714$9.44M0.00%
Vanguard Portfolio Management LLC193,721$9.35M0.00%
Arvin Capital Management LP168,958$8.15M1.53%
Occudo Quantitative Strategies LP149,719$7.22M0.38%
Valueworks LLC147,795$7.13M1.49%
Russell Investments Group, Ltd.144,527$6.97M0.01%
Panview Capital Ltd144,085$6.95M1.22%
Readystate Asset Management LP141,784$6.84M0.28%
Robinhood Asset Management, LLC138,888$6.70M0.36%
Jain Global LLC138,492$6.68M0.08%
Dendur Capital LP126,500$6.10M0.36%
Apis Capital Advisors, LLC116,000$5.60M0.54%
AnglePoint Asset Management Ltd115,083$5.55M3.61%
Algert Global LLC96,640$4.66M0.06%
Bank of New York Mellon Corp90,172$4.35M0.00%
Pier Capital, LLC81,315$3.92M0.52%
ARP Global Capital Ltd78,923$3.81M1.67%
Tenzing Global Management, LLC75,000$3.62M3.05%
KP Management LLC73,000$3.52M0.74%
Nuveen, LLC64,629$3.12M0.00%
Torrey Growth & Income Advisors53,110$2.70M0.92%
Polymer Capital Management (US) LLC54,648$2.64M0.39%
Swiss National Bank54,300$2.62M0.00%
Schonfeld Strategic Advisors LLC53,855$2.60M0.01%
Capital Fund Management S.A.53,527$2.58M0.02%
Jump Financial, LLC53,406$2.58M0.02%
Capstone Capital Management Ltd52,554$2.54M1.13%
Ratan Capital Management LP51,128$2.47M0.80%
LPL Financial LLC50,096$2.42M0.00%
FORA Capital, LLC43,655$2.11M0.14%
XTX Topco Ltd39,152$1.89M0.02%
Polen Capital Management LLC38,219$1.84M0.02%
Rhumbline Advisers37,603$1.81M0.00%
Bridgewater Associates, LP36,406$1.76M0.01%
American Century Companies Inc34,229$1.65M0.00%
Susquehanna Fundamental Investments, LLC33,706$1.63M0.03%
Envestnet Asset Management Inc32,115$1.55M0.00%
California State Teachers Retirement System30,962$1.49M0.00%
Gilder Gagnon Howe & Co LLC28,194$1.36M0.01%
Concentric Capital Strategies, LP27,099$1.31M0.08%
TriaGen Wealth Management LLC25,077$1.21M0.30%
Legal & General Group Plc24,046$1.16M0.00%
Legacy Capital Group California, Inc.21,415$1.03M0.31%
Huntleigh Advisors, Inc.21,357$1.03M0.14%
Polymer Capital Management (HK) LTD21,300$1.03M0.10%
Artemis Wealth Advisors, LLC21,000$1.01M0.12%
Clearline Capital LP20,440$986.2K0.06%
Vanguard Asset Management, Ltd18,979$915.7K0.00%
Victory Capital Management Inc16,980$819.3K0.00%
MetLife Investment Management16,883$814.6K0.00%
State of Wisconsin Investment Board16,571$799.6K0.00%
Bank of Montreal16,309$786.9K0.00%
Platform Technology Partners16,056$774.7K0.13%
Invesco Ltd.15,342$740.3K0.00%
Capelight Capital Asset Management LP15,000$723.8K0.36%
Dorsey & Whitney Trust CO LLC14,424$696.0K0.03%
Marex Group plc13,950$673.1K0.01%
Diametric Capital, LP13,500$651.4K0.07%
Mirae Asset Global ETFs Holdings Ltd.13,245$639.1K0.00%
AQR Capital Management LLC13,019$628.2K0.00%
Petredis Investment Advisors LLC12,100$583.8K0.04%
HITE Hedge Asset Management LLC12,045$581.2K0.03%
Zurcher Kantonalbank (Zurich Cantonalbank)12,034$580.6K0.00%
Jupiter Topco LLC12,000$579.3K0.00%
HighTower Advisors, LLC10,930$527.4K0.00%
Alliancebernstein L.P.31,206$509.3K0.00%
Cambridge Investment Research Advisors, Inc.10,541$509.0K0.00%
Militia Capital Management LLC10,400$501.8K0.09%
Third Point LLCSuperinvestorThird Point10,000$482.5K0.01%
Davenport & Co LLC9,984$481.7K0.00%
HSBC Holdings PLC9,658$466.9K0.00%
STRS Ohio9,300$448.7K0.00%
Sender Co & Partners, Inc.9,004$434.4K0.18%
Next Level Private LLC9,003$434.4K0.09%
State of New Jersey Common Pension Fund D8,747$422.0K0.00%
Police & Firemen's Retirement System of New Jersey8,519$411.0K0.00%
Voleon Capital Management LP8,171$394.3K0.01%
Graham Capital Management, L.P.7,985$385.3K0.01%
Circle Wealth Management, LLC7,915$381.9K0.00%
KLP Kapitalforvaltning AS7,900$381.2K0.00%
Manufacturers Life Insurance Company, The7,762$374.5K0.00%
Arizona State Retirement System7,465$360.2K0.00%

Sold out (36)

Institutions that held Wolfspeed, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Not filed for Q2 2026 yet (4)

Institutions that held Wolfspeed, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WOLF in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Oakum Bay Capital LLC100,484$1.64M
McIlrath & Eck, LLC216$3.52K
CWM, LLC51$832
Sunbelt Securities, Inc.6$98