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 (WOLF) reported Q1 FY26 results and emerged from Chapter 11. Revenue was $196.8 million, roughly flat year over year, but the company posted a net loss of $643.6 million and a gross loss of $77.1 million. Operating loss was $161.4 million, and reorganization items totaled $503.8 million.
On September 29, 2025, Wolfspeed’s Plan became effective. All old common shares were canceled and 25,840,656 shares of new common stock were issued, with 73,030,424 additional shares reserved under the Plan. Management states the restructuring reduced total debt by approximately 70% compared to pre‑emergence levels.
The company put in place secured financing at emergence: $1.3 billion of New Senior Secured Notes maturing in 2030 and second‑lien notes (convertible and non‑convertible) maturing in 2031. Cash, cash equivalents and short‑term investments were $926.0 million as of September 28, 2025, and operating cash flow was $5.7 million. Power Products revenue rose to $131.8 million while Materials Products declined to $65.0 million.
Wolfspeed (WOLF): Voya Financial filed Amendment No. 2 to Schedule 13G reporting beneficial ownership of 3,328,538 shares of Wolfspeed common stock, representing 12.1% of the class as of the event date 10/31/2025.
Voya reports sole voting power over 498,974 shares and sole dispositive power over 3,328,538 shares, with no shared voting or dispositive power. The filing is made under Rule 13d‑1(b)(1)(ii)(G) as a parent holding company. Voya certifies the shares were acquired and are held in the ordinary course of business and not to change or influence control.
Voya Financial filed an amended Schedule 13G reporting a significant passive stake in Wolfspeed (WOLF). Voya beneficially owns 5,337,302 shares, representing 18.3% of the common stock as of 09/30/2025.
Voya reports sole voting power over 1,082,115 shares and sole dispositive power over 5,337,302 shares, with no shared voting or dispositive power. The filing certifies the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.
Wolfspeed (WOLF): Allianz Global Investors GmbH reported beneficial ownership of 1,590,274 shares of Wolfspeed common stock, representing 6.2% of the class as of 09/30/2025. The reporting person has sole voting power over 1,590,274 shares and no shared voting power, and reports no sole or shared dispositive power.
Allianz Income and Growth Fund holds 1,584,009 shares, or 6.1% of the class, and each investor in that fund has the right to receive or direct dividends or sale proceeds for those securities. The holder certifies the securities were acquired and are held in the ordinary course of business and not to change or influence control.
Wolfspeed (WOLF): Citigroup Inc. reported insider transactions on Form 4. The filing lists multiple trades in common stock and new cash‑settled total return swaps.
On 10/30/2025, purchases totaled 116,002 shares at a weighted average price of $26.12. On 10/31/2025, purchases were 24,773 shares at $26.67 and 53,530 shares at $27.46, and a sale of 194,423 shares at $26.18. Following these transactions, 2,585,507 shares were beneficially owned indirectly. The filing states holdings are through Citigroup Global Markets Inc. and Citibank, N.A.
Citibank, N.A. also entered two cash‑settled total return swaps on 10/30/2025 referencing 883,924 and 116,076 shares at an initial price of $26.12, with a final valuation date of June 24, 2026. The reporting person agreed to disgorge any statutory “profits” under Section 16(b).
Wolfspeed (WOLF): Initial ownership filing. Citigroup Inc. filed a Form 3 reporting indirect beneficial ownership of 2,585,625 shares of Wolfspeed common stock. The filing date of event is 10/30/2025.
The report also lists derivative positions held indirectly, including 2.5% Convertible Second Lien Senior Secured Notes due 2031 convertible into 20,928 shares at an exercise price of $12.2323, a short put option for 2,175 shares at $5 expiring 01/16/2026, and multiple cash-settled total return equity swaps: 271,492 shares at an initial price of $33.26 (final valuation 10/09/2030), 139,152 shares at $32.18 (10/11/2030), and two swaps for 1,025,351 and 134,649 shares at $30.85 (both final valuation 06/24/2026). Citigroup disclaims beneficial ownership except to the extent of its pecuniary interest.
The Vanguard Group filed an amended Schedule 13G reporting its beneficial ownership in Wolfspeed (WOLF). Vanguard reported 43,139 shares, representing 0.16% of the class as of 09/30/2025.
Vanguard reported 0 shares with sole voting power and 901 shares with shared voting power. It reported 42,238 shares with sole dispositive power and 901 shares with shared dispositive power. The filing states the securities are held in the ordinary course of business and not for the purpose of changing or influencing control. Vanguard’s clients have rights to dividends or sale proceeds; no single client holds more than 5%.
Wolfspeed, Inc. furnished an update on its business by announcing that it issued a press release with results for the fiscal first quarter ended September 28, 2025. The press release is attached as Exhibit 99.1 and incorporated by reference.
The information provided under Item 2.02 is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Exchange Act. The report was signed by Chief Financial Officer Gregor van Issum on October 29, 2025.
Wolfspeed (WOLF): FMR LLC filed an amended Schedule 13G reporting beneficial ownership of 2,737,652 shares of common stock, representing 10.6% of the class as of 09/30/2025.
FMR LLC reports sole voting power over 2,659,126 shares and sole dispositive power over 2,737,652 shares. Abigail P. Johnson is also a reporting person with sole dispositive power over 2,737,652 shares and no voting power. The certification states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.
Wolfspeed, Inc. filed its definitive proxy for the 2025 Annual Meeting to be held virtually at www.virtualshareholdermeeting.com/WOLF2025 on December 16, 2025 at 12:00 p.m. Stockholders will vote on: (1) election of seven directors; (2) an advisory (nonbinding) vote to approve executive compensation; and (3) ratification of PricewaterhouseCoopers LLP as independent auditors for the fiscal year ending June 28, 2026. The Board recommends FOR all three proposals.
The director slate includes Robert A. Feurle (CEO) and six independent nominees with semiconductor, finance and operations expertise. Voting is available by Internet, telephone, mail, or at the meeting with a 16‑digit control number. As of the record date October 14, 2025, 25,855,390 shares of common stock were outstanding, each entitled to one vote. Major holders disclosed include Voya Financial 20.6%, T. Rowe Price Associates 16.4%, FMR LLC 12.4%, Capital Research Global Investors 10.7%, and Point72 entities 6.0%. Directors are elected by plurality; the pay vote and auditor ratification each require a majority of votes cast (excluding abstentions and broker non‑votes).