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 |
|---|---|---|---|---|---|
| Atlas Brown,Inc. | 32,300 | $1.56M | 0.42% | +7,300+29.2% | Added |
| Envestnet Asset Management Inc | 32,115 | $1.55M | 0.00% | +32,115 | New |
| California State Teachers Retirement System | 30,962 | $1.49M | 0.00% | +30,962 | New |
| Gilder Gagnon Howe & Co LLC | 28,194 | $1.36M | 0.01% | +28,194 | New |
| Concentric Capital Strategies, LP | 27,099 | $1.31M | 0.08% | +27,099 | New |
| CastleKnight Management LP | 25,946 | $1.25M | 0.05% | −203,900−88.7% | Reduced |
| TriaGen Wealth Management LLC | 25,077 | $1.21M | 0.30% | +25,077 | New |
| Legal & General Group Plc | 24,046 | $1.16M | 0.00% | +24,046 | New |
| Caitong International Asset Management Co., Ltd | 23,741 | $1.15M | 0.16% | +23,456+8,230.2% | Added |
| SG Americas Securities, LLC | 22,033 | $1.06M | 0.00% | −386,700−94.6% | Reduced |
| Legacy Capital Group California, Inc. | 21,415 | $1.03M | 0.31% | +21,415 | New |
| Huntleigh Advisors, Inc. | 21,357 | $1.03M | 0.14% | +21,357 | New |
| Polymer Capital Management (HK) LTD | 21,300 | $1.03M | 0.10% | +21,300 | New |
| Artemis Wealth Advisors, LLC | 21,000 | $1.01M | 0.12% | +21,000 | New |
| Clearline Capital LP | 20,440 | $986.2K | 0.06% | +20,440 | New |
| Vanguard Asset Management, Ltd | 18,979 | $915.7K | 0.00% | +18,979 | New |
| Victory Capital Management Inc | 16,980 | $819.3K | 0.00% | +16,980 | New |
| MetLife Investment Management | 16,883 | $814.6K | 0.00% | +16,883 | New |
| State of Wisconsin Investment Board | 16,571 | $799.6K | 0.00% | +16,571 | New |
| Bank of Montreal | 16,309 | $786.9K | 0.00% | +16,309 | New |
| Platform Technology Partners | 16,056 | $774.7K | 0.13% | +16,056 | New |
| Capital Investment Advisory Services, LLC | 15,844 | $764.5K | 0.05% | +151+1.0% | Added |
| Invesco Ltd. | 15,342 | $740.3K | 0.00% | +15,342 | New |
| Capelight Capital Asset Management LP | 15,000 | $723.8K | 0.36% | +15,000 | New |
| Dorsey & Whitney Trust CO LLC | 14,424 | $696.0K | 0.03% | +14,424 | New |
| Marex Group plc | 13,950 | $673.1K | 0.01% | +13,950 | New |
| Diametric Capital, LP | 13,500 | $651.4K | 0.07% | +13,500 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 13,245 | $639.1K | 0.00% | +13,245 | New |
| AQR Capital Management LLC | 13,019 | $628.2K | 0.00% | +13,019 | New |
| Rockefeller Capital Management L.P. | 12,614 | $608.6K | 0.00% | +12,610+315,250.0% | Added |
| Firsthand Capital Management, Inc. | 12,248 | $591.0K | 0.94% | 00.0% | Unchanged |
| Petredis Investment Advisors LLC | 12,100 | $583.8K | 0.04% | +12,100 | New |
| HITE Hedge Asset Management LLC | 12,045 | $581.2K | 0.03% | +12,045 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,034 | $580.6K | 0.00% | +12,034 | New |
| Jupiter Topco LLC | 12,000 | $579.3K | 0.00% | +12,000 | New |
| Vanguard Global Advisers, LLC | 11,851 | $571.8K | 0.00% | +344+3.0% | Added |
| Leonteq Securities AG | 11,258 | $543.2K | 0.03% | +11,190+16,455.9% | Added |
| HighTower Advisors, LLC | 10,930 | $527.4K | 0.00% | +10,930 | New |
| Alliancebernstein L.P. | 31,206 | $509.3K | 0.00% | +31,206 | New |
| Cambridge Investment Research Advisors, Inc. | 10,541 | $509.0K | 0.00% | +10,541 | New |
| Militia Capital Management LLC | 10,400 | $501.8K | 0.09% | +10,400 | 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 |
| Davenport & Co LLC | 9,984 | $481.7K | 0.00% | +9,984 | New |
| HSBC Holdings PLC | 9,658 | $466.9K | 0.00% | +9,658 | New |
| STRS Ohio | 9,300 | $448.7K | 0.00% | +9,300 | New |
| Sender Co & Partners, Inc. | 9,004 | $434.4K | 0.18% | +9,004 | New |
| Next Level Private LLC | 9,003 | $434.4K | 0.09% | +9,003 | New |
| State of New Jersey Common Pension Fund D | 8,747 | $422.0K | 0.00% | +8,747 | New |
| Police & Firemen's Retirement System of New Jersey | 8,519 | $411.0K | 0.00% | +8,519 | New |
| Voleon Capital Management LP | 8,171 | $394.3K | 0.01% | +8,171 | New |
| Parallax Volatility Advisers, L.P. | 8,106 | $391.1K | 0.01% | +355+4.6% | Added |
| Graham Capital Management, L.P. | 7,985 | $385.3K | 0.01% | +7,985 | New |
| Circle Wealth Management, LLC | 7,915 | $381.9K | 0.00% | +7,915 | New |
| KLP Kapitalforvaltning AS | 7,900 | $381.2K | 0.00% | +7,900 | New |
| Cinctive Capital Management LP | 7,864 | $379.4K | 0.02% | −22,614−74.2% | Reduced |
| Manufacturers Life Insurance Company, The | 7,762 | $374.5K | 0.00% | +7,762 | New |
| Arizona State Retirement System | 7,465 | $360.2K | 0.00% | +7,465 | New |
| SummitTX Capital, L.P. | 7,380 | $356.1K | 0.01% | +7,380 | New |
| Engineers Gate Manager LP | 7,202 | $347.5K | 0.00% | +7,202 | New |
| Teza Capital Management LLC | 7,185 | $346.7K | 0.67% | +7,185 | New |
| Intech Investment Management LLC | 7,003 | $337.9K | 0.00% | +7,003 | New |
| Vanguard Investments Australia, Ltd. | 6,906 | $333.2K | 0.00% | +6,906 | New |
| State Board of Administration of Florida Retirement System | 6,762 | $326.3K | 0.00% | +6,762 | New |
| Centiva Capital, LP | 6,500 | $313.6K | 0.01% | +6,500 | New |
| TD Asset Management Inc | 6,370 | $307.4K | 0.00% | +6,370 | New |
| Winton Group Ltd | 6,200 | $299.1K | 0.01% | +6,200 | New |
| Gsa Capital Partners LLP | 6,031 | $291.0K | 0.02% | +6,031 | New |
| MYDA Advisors LLC | 6,000 | $289.5K | 0.07% | +6,000 | New |
| SIH Partners, LLLP | 6,000 | $289.5K | 0.01% | +6,000 | New |
| Voya Investment Management LLC | 5,565 | $268.5K | 0.00% | −1,394,944−99.6% | Reduced |
| Simon Quick Advisors, LLC | 5,332 | $257.3K | 0.01% | +5,332 | New |
| Moore Capital Management, LP | 5,000 | $241.3K | 0.01% | +5,000 | New |
| Prelude Capital Management, LLC | 4,960 | $239.3K | 0.02% | +4,960 | New |
| PenderFund Capital Management Ltd. | 4,940 | $238.4K | 0.03% | −19,950−80.2% | Reduced |
| Prudential Financial Inc | 4,765 | $229.9K | 0.00% | −86,689−94.8% | Reduced |
| Concurrent Investment Advisors, LLC | 4,750 | $229.2K | 0.00% | +4,750 | New |
| Advisor Group Holdings, Inc. | 4,742 | $228.8K | 0.00% | +3,795+400.7% | Added |
| Jefferies Financial Group Inc. | 4,549 | $219.5K | 0.00% | +4,549 | New |
| Axq Capital, LP | 4,314 | $208.2K | 0.02% | +4,314 | New |
| Keybank National Association | 4,232 | $204.2K | 0.00% | +4,232 | New |
| FNY Investment Advisers, LLC | 4,246 | $204.0K | 0.07% | +4,246 | New |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 4,196 | $202.5K | 0.03% | +4,196 | New |
| Marathon Trading Investment Management LLC | 3,862 | $186.3K | 0.02% | −15,538−80.1% | Reduced |
| US Bancorp | 3,482 | $168.0K | 0.00% | +3,380+3,313.7% | Added |
| Walleye Capital LLC | 3,341 | $161.2K | 0.00% | +3,341 | New |
| Larson Financial Group LLC | 3,125 | $150.8K | 0.00% | +3,122+104,066.7% | Added |
| Sava Infond d.o.o. | 3,000 | $144.8K | 0.01% | +3,000 | New |
| Eastern Bank | 2,694 | $130.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,622 | $126.5K | 0.00% | +2,622 | New |
| Sculptor Capital LP | 2,352 | $113.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,404 | $110.5K | 0.00% | +2,259+1,557.9% | Added |
| DV Trading LLC | 2,031 | $98.0K | 0.01% | +2,031 | New |
| Rothschild Investment LLC | 2,000 | $96.5K | 0.00% | +2,000 | New |
| State of Wyoming | 1,846 | $89.1K | 0.01% | +1,846 | New |
| Persistent Asset Partners Ltd | 1,730 | $83.5K | 0.03% | +1,730 | New |
| Valley National Advisers Inc | 1,666 | $80.4K | 0.01% | +279+20.1% | Added |
| Tower Research Capital LLC (TRC) | 1,490 | $71.9K | 0.00% | +1,433+2,514.0% | Added |
| SBI Securities Co., Ltd. | 726 | $35.0K | 0.00% | −656−47.5% | Reduced |