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 2026
Institutional positions in Wolfspeed, Inc. as of Jun 30, 2026. 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
- 267
- +117 vs. Q1 2026
- Shares held
- 65.7M
- +12.6M (+23.7%) vs. Q1 2026
- Total value
- $3.16B
- +$2.29B (+266.0%) vs. Q1 2026
- New holders
- 153
- 50 more added
- Sold out
- 36
- 31 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Wolfspeed, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TD Asset Management Inc | 6,370 | $307.4K | 0.00% | +6,370 | New |
| Centiva Capital, LP | 6,500 | $313.6K | 0.01% | +6,500 | New |
| State Board of Administration of Florida Retirement System | 6,762 | $326.3K | 0.00% | +6,762 | New |
| Vanguard Investments Australia, Ltd. | 6,906 | $333.2K | 0.00% | +6,906 | New |
| Intech Investment Management LLC | 7,003 | $337.9K | 0.00% | +7,003 | New |
| Teza Capital Management LLC | 7,185 | $346.7K | 0.67% | +7,185 | New |
| Engineers Gate Manager LP | 7,202 | $347.5K | 0.00% | +7,202 | New |
| SummitTX Capital, L.P. | 7,380 | $356.1K | 0.01% | +7,380 | New |
| Arizona State Retirement System | 7,465 | $360.2K | 0.00% | +7,465 | New |
| Manufacturers Life Insurance Company, The | 7,762 | $374.5K | 0.00% | +7,762 | New |
| Cinctive Capital Management LP | 7,864 | $379.4K | 0.02% | −22,614−74.2% | Reduced |
| KLP Kapitalforvaltning AS | 7,900 | $381.2K | 0.00% | +7,900 | New |
| Circle Wealth Management, LLC | 7,915 | $381.9K | 0.00% | +7,915 | New |
| Graham Capital Management, L.P. | 7,985 | $385.3K | 0.01% | +7,985 | New |
| Parallax Volatility Advisers, L.P. | 8,106 | $391.1K | 0.01% | +355+4.6% | Added |
| Voleon Capital Management LP | 8,171 | $394.3K | 0.01% | +8,171 | New |
| Police & Firemen's Retirement System of New Jersey | 8,519 | $411.0K | 0.00% | +8,519 | New |
| State of New Jersey Common Pension Fund D | 8,747 | $422.0K | 0.00% | +8,747 | New |
| Next Level Private LLC | 9,003 | $434.4K | 0.09% | +9,003 | New |
| Sender Co & Partners, Inc. | 9,004 | $434.4K | 0.18% | +9,004 | New |
| STRS Ohio | 9,300 | $448.7K | 0.00% | +9,300 | New |
| HSBC Holdings PLC | 9,658 | $466.9K | 0.00% | +9,658 | New |
| Davenport & Co LLC | 9,984 | $481.7K | 0.00% | +9,984 | New |
| Mariner Investment Group LLC | 10,000 | $482.5K | 0.11% | −15,000−60.0% | Reduced |
| Covalis Capital LLP | 10,000 | $482.5K | 0.03% | −10,000−50.0% | Reduced |
| Third Point LLCSuperinvestorThird Point | 10,000 | $482.5K | 0.01% | +10,000 | New |
| Militia Capital Management LLC | 10,400 | $501.8K | 0.09% | +10,400 | New |
| Cambridge Investment Research Advisors, Inc. | 10,541 | $509.0K | 0.00% | +10,541 | New |
| Alliancebernstein L.P. | 31,206 | $509.3K | 0.00% | +31,206 | New |
| HighTower Advisors, LLC | 10,930 | $527.4K | 0.00% | +10,930 | New |
| Leonteq Securities AG | 11,258 | $543.2K | 0.03% | +11,190+16,455.9% | Added |
| Vanguard Global Advisers, LLC | 11,851 | $571.8K | 0.00% | +344+3.0% | Added |
| Jupiter Topco LLC | 12,000 | $579.3K | 0.00% | +12,000 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,034 | $580.6K | 0.00% | +12,034 | New |
| HITE Hedge Asset Management LLC | 12,045 | $581.2K | 0.03% | +12,045 | New |
| Petredis Investment Advisors LLC | 12,100 | $583.8K | 0.04% | +12,100 | New |
| Firsthand Capital Management, Inc. | 12,248 | $591.0K | 0.94% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 12,614 | $608.6K | 0.00% | +12,610+315,250.0% | Added |
| AQR Capital Management LLC | 13,019 | $628.2K | 0.00% | +13,019 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 13,245 | $639.1K | 0.00% | +13,245 | New |
| Diametric Capital, LP | 13,500 | $651.4K | 0.07% | +13,500 | New |
| Marex Group plc | 13,950 | $673.1K | 0.01% | +13,950 | New |
| Dorsey & Whitney Trust CO LLC | 14,424 | $696.0K | 0.03% | +14,424 | New |
| Capelight Capital Asset Management LP | 15,000 | $723.8K | 0.36% | +15,000 | New |
| Invesco Ltd. | 15,342 | $740.3K | 0.00% | +15,342 | New |
| Capital Investment Advisory Services, LLC | 15,844 | $764.5K | 0.05% | +151+1.0% | Added |
| Platform Technology Partners | 16,056 | $774.7K | 0.13% | +16,056 | New |
| Bank of Montreal | 16,309 | $786.9K | 0.00% | +16,309 | New |
| State of Wisconsin Investment Board | 16,571 | $799.6K | 0.00% | +16,571 | New |
| MetLife Investment Management | 16,883 | $814.6K | 0.00% | +16,883 | New |
| Victory Capital Management Inc | 16,980 | $819.3K | 0.00% | +16,980 | New |
| Vanguard Asset Management, Ltd | 18,979 | $915.7K | 0.00% | +18,979 | New |
| Clearline Capital LP | 20,440 | $986.2K | 0.06% | +20,440 | New |
| Artemis Wealth Advisors, LLC | 21,000 | $1.01M | 0.12% | +21,000 | New |
| Polymer Capital Management (HK) LTD | 21,300 | $1.03M | 0.10% | +21,300 | New |
| Huntleigh Advisors, Inc. | 21,357 | $1.03M | 0.14% | +21,357 | New |
| Legacy Capital Group California, Inc. | 21,415 | $1.03M | 0.31% | +21,415 | New |
| SG Americas Securities, LLC | 22,033 | $1.06M | 0.00% | −386,700−94.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 23,741 | $1.15M | 0.16% | +23,456+8,230.2% | Added |
| Legal & General Group Plc | 24,046 | $1.16M | 0.00% | +24,046 | New |
| TriaGen Wealth Management LLC | 25,077 | $1.21M | 0.30% | +25,077 | New |
| CastleKnight Management LP | 25,946 | $1.25M | 0.05% | −203,900−88.7% | Reduced |
| Concentric Capital Strategies, LP | 27,099 | $1.31M | 0.08% | +27,099 | New |
| Gilder Gagnon Howe & Co LLC | 28,194 | $1.36M | 0.01% | +28,194 | New |
| California State Teachers Retirement System | 30,962 | $1.49M | 0.00% | +30,962 | New |
| Envestnet Asset Management Inc | 32,115 | $1.55M | 0.00% | +32,115 | New |
| Atlas Brown,Inc. | 32,300 | $1.56M | 0.42% | +7,300+29.2% | Added |
| Susquehanna International Group, LLP | 33,513 | $1.62M | 0.00% | +342+1.0% | Added |
| Susquehanna Fundamental Investments, LLC | 33,706 | $1.63M | 0.03% | +33,706 | New |
| American Century Companies Inc | 34,229 | $1.65M | 0.00% | +34,229 | New |
| UBS Asset Management Americas Inc | 34,708 | $1.67M | 0.00% | +34,699+385,544.4% | Added |
| SEI Investments Co | 34,802 | $1.68M | 0.00% | +4,506+14.9% | Added |
| Bridgewater Associates, LP | 36,406 | $1.76M | 0.01% | +36,406 | New |
| Rhumbline Advisers | 37,603 | $1.81M | 0.00% | +37,603 | New |
| Polen Capital Management LLC | 38,219 | $1.84M | 0.02% | +38,219 | New |
| Barclays PLC | 38,536 | $1.86M | 0.00% | −416,291−91.5% | Reduced |
| XTX Topco Ltd | 39,152 | $1.89M | 0.02% | +39,152 | New |
| Boothbay Fund Management, LLC | 40,021 | $1.93M | 0.04% | −21,260−34.7% | Reduced |
| FORA Capital, LLC | 43,655 | $2.11M | 0.14% | +43,655 | New |
| LPL Financial LLC | 50,096 | $2.42M | 0.00% | +50,096 | New |
| Ratan Capital Management LP | 51,128 | $2.47M | 0.80% | +51,128 | New |
| Capstone Capital Management Ltd | 52,554 | $2.54M | 1.13% | +52,554 | New |
| Balyasny Asset Management LLC | 52,629 | $2.54M | 0.00% | −74,877−58.7% | Reduced |
| Brevan Howard Capital Management LP | 52,666 | $2.55M | 0.04% | +5,462+11.6% | Added |
| Stifel Financial Corp | 52,998 | $2.56M | 0.00% | −63,402−54.5% | Reduced |
| Jump Financial, LLC | 53,406 | $2.58M | 0.02% | +53,406 | New |
| Capital Fund Management S.A. | 53,527 | $2.58M | 0.02% | +53,527 | New |
| Schonfeld Strategic Advisors LLC | 53,855 | $2.60M | 0.01% | +53,855 | New |
| Swiss National Bank | 54,300 | $2.62M | 0.00% | +54,300 | New |
| Polymer Capital Management (US) LLC | 54,648 | $2.64M | 0.39% | +54,648 | New |
| Torrey Growth & Income Advisors | 53,110 | $2.70M | 0.92% | +53,110 | New |
| Ardsley Advisory Partners LP | 60,000 | $2.90M | 0.31% | −80,000−57.1% | Reduced |
| Yaupon Capital Management LP | 61,427 | $2.96M | 0.10% | −15,244−19.9% | Reduced |
| Nuveen, LLC | 64,629 | $3.12M | 0.00% | +64,629 | New |
| Wells Fargo & Company | 67,465 | $3.26M | 0.00% | +46,670+224.4% | Added |
| KP Management LLC | 73,000 | $3.52M | 0.74% | +73,000 | New |
| Tenzing Global Management, LLC | 75,000 | $3.62M | 3.05% | +75,000 | New |
| ARP Global Capital Ltd | 78,923 | $3.81M | 1.67% | +78,923 | New |
| Pier Capital, LLC | 81,315 | $3.92M | 0.52% | +81,315 | New |
| ExodusPoint Capital Management, LP | 83,617 | $4.03M | 0.04% | +62,722+300.2% | Added |