WolfspeedWOLF
13F holders, Q1 2026 (March 31)153holders +5
38new positions
30sold out
4famous investors
$16.24avg. 13F price*
At the end of Q1 2026, 153 institutions reported holding Wolfspeed Inc. (WOLF) in their 13F filings, up 5 from Q4 2025. 38 opened new positions and 30 sold out. The largest holders were Renesas Electronics America Inc. ($275.0M), Morgan Stanley ($69.8M) and Slate Path Capital LP ($68.5M). 4 famous investors held it, including George Soros (0.1% of Soros Fund Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wolfspeed Inc.
- CUSIP
- 97785W106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $145.7M |
| Exits | 30 | $116.2M |
All 13F filers, Q4 2025 → Q1 2026: 17,571,489 shares bought and 10,291,424 shares sold, net +7,280,065 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 153 holders
| Renesas Electronics America Inc. | 100.00% | No change | 16,852,372 | $275.0M |
| Morgan Stanley | 0.00% | Add +74.0% | 4,273,995 | $69.8M |
| Slate Path Capital LP | 1.02% | New | 4,438,156 | $68.5M |
| Citigroup Inc. | 0.03% | Add +44.8% | 3,270,690 | $53.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +29.9% | 1,997,023 | $32.6M |
| Vanguard Capital Management LLC | 0.00% | — | 1,798,377 | $29.3M |
| FMR LLC | 0.00% | Reduce -9.7% | 1,597,385 | $26.1M |
| Voya Investment Management LLC | 0.03% | No change | 1,400,509 | $22.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +214.8% | 1,372,134 | $22.4M |
| Capital Research Global Investors | 0.00% | Reduce -41.7% | 1,340,291 | $21.9M |
| Citadel Advisors | 0.01% | Add +159.4% | 1,044,862 | $17.1M |
| Woodson Capital Management, LP | 2.48% | New | 940,000 | $15.3M |
| State Street Corp. | 0.00% | Add +1418.5% | 897,404 | $14.6M |
| Hill City Capital, LP | 0.52% | New | 885,000 | $14.4M |
| Millennium Management | 0.01% | Add +1496.8% | 874,064 | $14.3M |
| UBS Group AG | 0.00% | Reduce -33.9% | 839,072 | $13.7M |
| Calamos Advisors LLC | 0.06% | No change | 715,138 | $11.7M |
| Bank of America Corp. | 0.00% | Add +85.4% | 637,052 | $10.4M |
| Shah Capital Management | 1.59% | Add +1419.5% | 508,948 | $8.3M |
| BlackRock, Inc. | 0.00% | Add +134.9% | 461,288 | $7.5M |
| Barclays PLC | 0.00% | Reduce -24.0% | 454,827 | $7.4M |
| Discovery Capital Management, LLC / CT | 0.36% | New | 424,700 | $6.9M |
| SG Americas Securities, LLC | 0.01% | New | 408,733 | $6.7M |
| Artemis Investment Management LLP | 0.07% | New | 394,146 | $6.4M |
| Kettle Hill Capital Management, LLC | 1.50% | New | 365,868 | $6.0M |
| Geode Capital Management, LLC | 0.00% | Add +177.2% | 311,283 | $5.1M |
| Prescott Group Capital Management, L.L.C. | 0.47% | Reduce -22.3% | 286,378 | $4.7M |
| Senvest Management, LLC | 0.15% | Reduce -44.3% | 281,624 | $4.6M |
| Soros Fund Management | 0.08% | New | 251,320 | $4.1M |
| CastleKnight Management LP | 0.18% | No change | 229,846 | $3.8M |
| Susquehanna Advisors Group, Inc. | 0.25% | Reduce -0.3% | 224,626 | $3.7M |
| Tudor Investment Corporation | 0.02% | New | 218,033 | $3.6M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 185,830 | $3.0M |
| Soviero Asset Management, LP | 1.65% | New | 180,000 | $2.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +189.7% | 175,796 | $2.9M |
| BNP Paribas Financial Markets | 0.00% | Add +2310.9% | 171,174 | $2.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | No change | 166,322 | $2.7M |
| Kore Advisors LP | 3.25% | Reduce -11.1% | 157,608 | $2.6M |
| Loomis Sayles & Co. L P | 0.00% | Reduce -0.3% | 156,639 | $2.6M |
| Ardsley Advisory Partners LP | 0.35% | Reduce -15.2% | 140,000 | $2.3M |
| Panoramic Capital, LLC | 1.60% | New | 140,000 | $2.3M |
| Balyasny Asset Management L.P. | 0.00% | Add +123.0% | 127,506 | $2.1M |
| Stifel Financial Corp. | 0.00% | Add +107.7% | 116,400 | $1.9M |
| Lazard Asset Management LLC | 0.00% | New | 110,041 | $1.8M |
| Marshall Wace, LLP | 0.00% | Reduce -65.2% | 105,748 | $1.7M |
| Oakum Bay Capital LLC | 0.88% | New | 100,484 | $1.6M |
| First Trust Advisors LP | 0.00% | Add +60.6% | 98,874 | $1.6M |
| Prudential Financial Inc. | 0.00% | No change | 91,454 | $1.5M |
| Quinn Opportunity Partners LLC | 0.07% | No change | 86,400 | $1.4M |
| Yaupon Capital Management LP | 0.06% | Reduce -83.0% | 76,671 | $1.3M |
| Caption Management, LLC | 0.06% | Add +1467.6% | 68,600 | $1.1M |
| Northern Trust Corp. | 0.00% | Add +198.7% | 66,241 | $1.1M |
| Boothbay Fund Management, LLC | 0.02% | Reduce -11.6% | 61,281 | $1.0M |
| Fund 1 Investments, LLC | 0.11% | New | 50,000 | $816K |
| Deutsche Bank AG | 0.00% | New | 49,790 | $813K |
| Brevan Howard Capital Management LP | 0.01% | New | 47,204 | $770K |
| IMC-Chicago, LLC | 0.01% | New | 41,624 | $679K |
| Susquehanna International Group, LLP | 0.00% | Reduce -91.8% | 33,171 | $541K |
| Cinctive Capital Management LP | 0.03% | Add +201.2% | 30,478 | $497K |
| Sei Investments Co. | 0.00% | New | 30,296 | $494K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -88.3% | 28,030 | $457K |
| Mariner Investment Group LLC | 0.21% | Add +25.0% | 25,000 | $408K |
| Atlas Brown,Inc. | 0.12% | New | 25,000 | $408K |
| PenderFund Capital Management Ltd. | 0.19% | New | 24,890 | $406K |
| Old West Investment Management, LLC | 0.04% | New | 23,482 | $383K |
| Two Sigma Investments, LP | 0.00% | Reduce -69.7% | 22,405 | $366K |
| ExodusPoint Capital Management, LP | 0.00% | Reduce -88.9% | 20,895 | $341K |
| Wells Fargo & Company | 0.00% | Add +113.4% | 20,795 | $339K |
| Covalis Capital LLP | 0.02% | Add +100.0% | 20,000 | $326K |
| Marathon Trading Investment Management LLC | 0.10% | Reduce -76.2% | 19,400 | $317K |
| Walleye Trading LLC | 0.01% | Add +710.7% | 17,139 | $280K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +3.4% | 15,693 | $256K |
| Group One Trading LLC | 0.01% | Reduce -11.3% | 13,794 | $225K |
| Firsthand Capital Management, Inc. | 0.43% | Add +66.6% | 12,248 | $200K |
| Simplex Trading, LLC | 0.01% | Reduce -65.4% | 12,121 | $198K |
| Vanguard Global Advisers, LLC | 0.00% | — | 11,507 | $188K |
| GMT Capital Corp | 0.01% | New | 10,117 | $165K |
| Parallax Volatility Advisers, L.P. | 0.01% | Add +284.9% | 7,751 | $126K |
| Royal Bank of Canada | 0.00% | New | 5,476 | $89K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 14,571 | $45K |
| Eastern Bank | 0.00% | Add +2.9% | 2,694 | $44K |
| Sculptor Capital LP | 0.00% | Reduce -93.2% | 2,352 | $38K |
| SBI Securities Co., Ltd. | 0.00% | Add +54.6% | 1,382 | $23K |
| Valley National Advisers Inc. | 0.00% | Add +711.1% | 1,387 | $22K |
| Osaic Holdings, Inc. | 0.00% | Add +53.2% | 947 | $15K |
| Financial Consulate, Inc. | 0.00% | New | 668 | $11K |
| Advisory Services Network, LLC | 0.00% | New | 501 | $8K |
| MCF Advisors LLC | 0.00% | New | 478 | $8K |
| AdvisorNet Financial, Inc | 0.00% | Add +32700.0% | 328 | $5K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -96.5% | 285 | $5K |
| McIlrath & Eck, LLC | 0.00% | Add +66.2% | 216 | $4K |
| Stance Capital LLC | 0.00% | New | 208 | $3K |
| GAMMA Investing LLC | 0.00% | Add +6533.3% | 199 | $3K |
| Summit Securities Group LLC | 0.00% | Reduce -92.2% | 173 | $3K |
| Jones Financial Companies LLLP | 0.00% | Add +154.4% | 145 | $2K |
| Fifth Third Bancorp | 0.00% | New | 130 | $2K |
| US Bancorp \de | 0.00% | Add +148.8% | 102 | $2K |
| Harbour Investments, Inc. | 0.00% | New | 90 | $1K |
| Islay Capital Management, LLC | 0.00% | New | 84 | $1K |
| Leonteq Securities AG | 0.00% | New | 68 | $1K |
| Allworth Financial LP | 0.00% | Add +41.7% | 68 | $1K |
| Equitec Proprietary Markets, LLC | 0.00% | Reduce -87.5% | 57 | $930 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -92.5% | 57 | $930 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +116.0% | 54 | $881 |
| Cwm, LLC | 0.00% | Add +920.0% | 51 | $832 |
| Smartleaf Asset Management LLC | 0.00% | New | 49 | $725 |
| Atlantic Private Wealth, LLC | 0.00% | Add +65.0% | 33 | $539 |
| Tradewinds Capital Management, LLC | 0.00% | Add +3000.0% | 31 | $506 |
| MAI Capital Management | 0.00% | Add +72.2% | 31 | $506 |
| NBT Bank, N.A. | 0.00% | Add +66.7% | 30 | $490 |
| Signaturefd, LLC | 0.00% | Reduce -52.5% | 29 | $473 |
| Archer Investment Corp | 0.00% | Add +180.0% | 28 | $457 |
| Medallion Wealth Advisors, LLC | 0.00% | Add +64.7% | 28 | $457 |
| Quest 10 Wealth Builders, Inc. | 0.00% | Add +62.5% | 26 | $424 |
| Financial Perspectives, Inc | 0.00% | Add +53.3% | 23 | $375 |
| IFP Advisors, Inc | 0.00% | Reduce -56.6% | 23 | $375 |
| Vermillion Wealth Management, Inc. | 0.00% | Add +61.5% | 21 | $343 |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +150.0% | 20 | $327 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +137.5% | 19 | $310 |
| International Assets Investment Management, LLC | 0.00% | Add +62.5% | 13 | $214 |
| Signature Resources Capital Management, LLC | 0.00% | New | 13 | $212 |
| NewEdge Advisors, LLC | 0.00% | Add +62.5% | 13 | $212 |
| PNC Financial Services Group, Inc. | 0.00% | Add +22.2% | 11 | $179 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 9 | $147 |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +20.0% | 6 | $98 |
| Sunbelt Securities, Inc. | 0.00% | Add +50.0% | 6 | $98 |
| Parallel Advisors, LLC | 0.00% | Add +50.0% | 6 | $98 |
| Fourth Dimension Wealth, LLC | 0.00% | Add +50.0% | 6 | $98 |
| CoreCap Advisors, LLC | 0.00% | Reduce -95.0% | 5 | $82 |
| Signature Equity Partners, LLC | 0.00% | No change | 5 | $82 |
| Clearstead Advisors, LLC | 0.00% | No change | 4 | $66 |
| Rockefeller Capital Management L.P. | 0.00% | Add +33.3% | 4 | $65 |
| Ascentis Independent Advisors | 0.00% | New | 4 | $65 |
| Hilton Head Capital Partners, LLC | 0.00% | Add +33.3% | 4 | $65 |
| CENTRAL TRUST Co | 0.00% | Add +50.0% | 3 | $49 |
| Larson Financial Group LLC | 0.00% | Add +50.0% | 3 | $49 |
| Cornerstone Financial Management LLC | 0.00% | Add +200.0% | 3 | $49 |
| CrossGen Wealth, LLC | 0.00% | Add +50.0% | 3 | $49 |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -33.3% | 2 | $33 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 2 | $33 |
| Huntington National Bank | 0.00% | No change | 2 | $32 |
| JPMorgan Chase & Co. | 0.00% | Reduce -100.0% | 2 | $30 |
| Atlantic Union Bankshares Corp | 0.00% | New | 1 | $17 |
| Arax Advisory Partners | 0.00% | No change | 1 | $17 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 1 | $17 |
| Solstein Capital, LLC | 0.00% | No change | 1 | $16 |
| Fortis Group Advisors, LLC | 0.00% | No change | 1 | $16 |
| JDM Financial Group LLC | 0.00% | No change | 1 | $16 |
| REAP Financial Group, LLC | 0.00% | No change | 1 | $16 |
| Benson Wealth Management INC | 0.00% | No change | 1 | $16 |
| Monetary Solutions, Ltd | 0.00% | No change | 1 | $16 |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 1 | $16 |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 1 | $16 |
"% of holder's portfolio" is WOLF's weight in each manager's 13F, not the share of Wolfspeed Inc. the manager owns.