Welcome to our dedicated page for Wolfspeed SEC filings (Ticker: WOLF), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Wolfspeed, Inc. (WOLF) SEC filings page provides access to the company’s official regulatory disclosures as a semiconductor and related device manufacturer focused on silicon carbide and gallium nitride technologies. These documents include current reports on Form 8‑K, annual and quarterly reports, registration statements and other filings that describe Wolfspeed’s business, capital structure, governance and risk factors in detail.
Wolfspeed’s recent filings highlight several significant developments. Multiple Forms 8‑K describe its prepackaged Chapter 11 plan of reorganization, confirmation by the U.S. Bankruptcy Court and emergence from Chapter 11 on September 29, 2025. Related filings explain the cancellation of previously outstanding common stock, the issuance of new common shares to existing stockholders at a specified exchange ratio, and the creation of new senior secured notes and second‑lien convertible notes. A Form 25 filed by the New York Stock Exchange on September 29, 2025, concerns the removal of Wolfspeed’s common stock from listing and registration under Section 12(b) of the Exchange Act.
Other Wolfspeed filings address topics such as cash tax refunds under Section 48D Advanced Manufacturing Investment Credit, unaudited pro forma financial information reflecting fresh start accounting, and equity compensation arrangements for senior executives under the company’s 2025 Management Incentive Compensation Plan. The definitive proxy statement (DEF 14A) and related 8‑Ks provide information on the board of directors, annual meeting agenda, executive compensation and auditor ratification. Registration statements, including an S‑1, outline the registration of common stock held by certain security holders pursuant to a registration rights agreement tied to the reorganization.
On this page, users can review Wolfspeed’s Forms 10‑K and 10‑Q for comprehensive discussions of its silicon carbide business, segment information and risk factors, as well as Forms 8‑K for material events such as restructuring milestones, governance changes and financing transactions. Insider-related equity awards and incentive structures are described in exhibits to 8‑Ks and in proxy materials. Stock Titan’s interface is designed to surface key elements of these filings, and AI-powered summaries can help explain the implications of complex documents such as the reorganization-related 8‑Ks, registration statements and fresh start accounting disclosures.
Wolfspeed, Inc. has filed a shelf registration statement on Form S-1 covering the potential resale by Renesas Electronics America Inc. of up to 32,892,174 shares of common stock. These shares include stock already held, shares issuable upon conversion of 2.5% second‑lien convertible notes due 2031, and shares issuable upon exercise of the Renesas warrant.
The company is not selling shares in this offering and will not receive proceeds from Renesas’ sales, other than up to approximately $118.4 million in gross proceeds if the warrant is exercised for cash, which would be used for general corporate purposes. Wolfspeed had 45,088,611 shares outstanding as of February 28, 2026.
The filing follows Wolfspeed’s emergence from Chapter 11 on September 29, 2025, when its capital structure was overhauled and Renesas received common stock, the new convertible notes, and the warrant under a court‑approved plan and related registration and investor rights agreements.
Wolfspeed, Inc. files a prospectus supplement adding a Form 8-K that provides unaudited pro forma consolidated financial information reflecting its Chapter 11 Plan that became effective on
Wolfspeed, Inc. released unaudited pro forma financial information that shows how its results would look after its prepackaged plan of reorganization, adoption of fresh start accounting on September 29, 2025, and receipt of required regulatory approvals on January 29, 2026.
The pro forma reflects settlement of a $292.1 million liability-classified forward equity contract through equity, reclassification of a $87.9 million embedded conversion feature on New Renesas 2L Convertible Notes and $31.5 million of Renesas warrants from liabilities to equity, and issuance of about 43,564,315 shares of new common stock.
Using a discounted cash flow approach, Wolfspeed estimated enterprise value at $2,600.0 million and implied common equity value at $569.1 million as of the effective date. Pro forma net losses were $372.0 million for the six months ended December 28, 2025 and $1,213.4 million for the year ended June 29, 2025, or $8.52 and $27.85 per share, respectively.
Wolfspeed Inc. reports a Schedule 13G/A amendment showing T. Rowe Price Associates, Inc. as holding 4,682,661 shares of common stock, representing
The filing lists sole voting power of 1,979,167 shares and sole dispositive power of 1,985,048 shares. The amendment is signed by Ellen York, Vice President, dated
Wolfspeed, Inc. received an amended ownership report showing that investment entities affiliated with Point72 and Steven A. Cohen beneficially own 990,150 shares of its common stock, representing 3.8% of the outstanding class as of December 31, 2025.
The shares are held by an investment fund managed by Point72 Asset Management, with Point72 Capital Advisors, Inc. as its general partner and Mr. Cohen controlling both entities. The filers state the securities are not held for the purpose of changing or influencing control of Wolfspeed.
Citigroup-affiliated entities report beneficial ownership of 2,879,188 Wolfspeed common shares, representing 6.4% of the outstanding class as of December 31, 2025. The shares are reported with shared voting and dispositive power, and no sole voting or dispositive authority.
The reporting persons are Citigroup Global Markets Inc., Citigroup Financial Products Inc., Citigroup Global Markets Holdings Inc., and Citigroup Inc. They state the position was acquired and is held in the ordinary course of business, not for the purpose of changing or influencing control of Wolfspeed.
Capital Research Global Investors has filed an amended ownership report showing a 9.9% beneficial stake in Wolfspeed, Inc. common stock. The firm reports beneficial ownership of 2,754,239 shares out of 27,820,600 shares believed outstanding, including shares underlying certain Convertible Notes.
The position reflects both common shares and Convertible Notes that can convert into common stock, with conversion limited by a 9.9% Beneficial Ownership Blocker. The filing states the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of Wolfspeed.
Morgan Stanley and an affiliate have disclosed a significant passive stake in Wolfspeed, Inc. As of the event date of 12/31/2025, Morgan Stanley reports beneficial ownership of 2,455,877 shares of Wolfspeed common stock, representing 9.5% of the outstanding class.
Morgan Stanley Capital Services LLC separately reports beneficial ownership of 2,444,329 shares, or 9.4% of the class, with shared voting and dispositive power over these shares. The securities are certified as acquired and held in the ordinary course of business, not for the purpose of changing or influencing control of Wolfspeed.
Wolfspeed, Inc. director Aris Bolisay filed an initial Form 3 indicating no beneficial ownership of the company’s common stock. The filing shows zero shares of common stock held directly and no derivative securities reported, as of the event date of 02/02/2026.
Wolfspeed, Inc. filed a prospectus supplement that updates its existing stock offering documents with new information from its latest quarterly report. The company has emerged from Chapter 11 reorganization, adopted fresh start accounting, and now reports as a new “Successor” entity.
For the period from September 30 to December 28, 2025, Wolfspeed generated $168.5 million in revenue and recorded a net loss of $150.6 million, reflecting negative gross margin and ongoing restructuring and derivative-related charges. As of December 28, 2025, total cash, cash equivalents and short-term investments were $1.3 billion, and management notes total debt was reduced by roughly 70% compared with pre-emergence levels.