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.
Wolfspeed, Inc. filings document the company’s silicon carbide semiconductor business, NYSE-listed common stock, operating results, capital structure, and post-reorganization reporting. Recent 8-K disclosures include quarterly results, product and end-market commentary, material agreements, secured convertible notes, debt redemption activity, equity issuance, and registration-statement matters.
The filing record also documents Wolfspeed’s emergence from Chapter 11 under a court-approved prepackaged plan of reorganization, adoption of fresh start accounting, related pro forma financial information, and regulatory clearance tied to completed equity issuance. Governance disclosures include executive compensation arrangements, while financing filings describe subsidiary guarantees, collateral arrangements, lien ranking, and other debt-security terms.
Wolfspeed filed a prospectus supplement to update its Registration Statement and incorporates its Form 10-Q for the quarter ended March 29, 2026. The company emerged from Chapter 11 on September 29, 2025, adopted fresh start accounting, and implemented a comprehensive balance-sheet restructuring that reduced total debt by approximately 70%. As of March 29, 2026, Wolfspeed reported $1.2 billion of cash, cash equivalents and short-term investments and 48,339,081 shares outstanding as of May 1, 2026. The three-month successor period ended March 29, 2026 showed net loss of $119.9 million on revenue of $150.2 million. The supplement updates the prospectus with the 10-Q line items including fresh-start fair value adjustments, newly issued debt and equity terms, and CHIPS Act tax-credit receivables.
Wolfspeed, Inc. reported quarterly revenue of $150.2 million and a net loss of $119.9 million, or $3.05 per share, for the three months ended March 29, 2026. Revenue was $185.4 million and net loss was $285.5 million in the comparable prior-year period.
The company emerged from Chapter 11 during fiscal 2026 and applied fresh start accounting, creating a new “Successor” reporting entity that is not directly comparable with earlier results. Total debt was comprehensively restructured, reducing pre‑emergence debt by about 70% and turning a prior stockholders’ deficit into positive equity of $1.0 billion.
As of March 29, 2026, Wolfspeed held $1.2 billion in cash, cash equivalents and short‑term investments and recorded total assets of $3.1 billion and total liabilities of $2.1 billion. The company also benefited from U.S. Advanced Manufacturing Investment Credits, receiving $698.6 million of cash refunds in fiscal 2026 and maintaining additional investment tax credit receivables.
FMR LLC and Abigail P. Johnson reported beneficial ownership stakes in WOLFSPEED INC. The filing shows 1,000,118.16 shares of Common Stock, representing 2.2% of the class. The report is an Amendment No. 2 to a Schedule 13G/A and is signed under a power of attorney.
Allianz Global Investors GmbH files an Amendment to Schedule 13G reporting beneficial ownership of 1,400,509 shares of Wolfspeed, Inc. The filing states 1,400,509 shares representing 3.1% of the class with sole voting power over those shares as of 03/31/2026. The certification is signed on 05/06/2026 and includes exhibits clarifying ownership and a limited power of attorney.
Wolfspeed, Inc. reported a steep loss but a much stronger balance sheet for the third quarter of fiscal 2026. Revenue was $150.2 million, down from $185.4 million a year earlier, with GAAP gross margin at (27)% and non-GAAP gross margin at (21)%, reflecting ongoing cost and yield challenges.
The company posted a GAAP net loss of $119.9 million, or $3.05 per share, and adjusted EBITDA of ($61.7) million. Operating cash flow was ($83.8) million, while free cash flow was ($90.0) million. Management highlighted sequential growth of about 30% in AI data center applications and new silicon carbide products, including a 10 kV power MOSFET and its next-generation TOLT portfolio.
Wolfspeed refinanced approximately $476 million of first-lien debt, cutting total debt by $97 million and expected annual interest expense by about $62 million. The company improved its equity position by more than $400 million and ended the quarter with $1.2 billion in cash, cash equivalents and short-term investments, following its Chapter 11 emergence and fresh start accounting. For the fiscal fourth quarter, Wolfspeed expects revenue between $140 million and $160 million with operating expenses roughly flat and gross margins remaining negative.
WOLFSPEED, INC. CEO and Director Robert A. Feurle reported a tax-related share disposition. On May 1, 2026, 29,307 shares of common stock were transferred back to the company at $36.76 per share to satisfy withholding obligations tied to stock awards vesting that day.
This was a tax-withholding disposition, not an open-market sale, and is classified as a payment of tax liability by delivering securities. After the transaction, Feurle directly owned 288,020 shares of Wolfspeed common stock.
Voya Financial, Inc. amends its Schedule 13G to report beneficial ownership of 1,400,509 shares of WOLFSPEED, INC. common stock, representing 3.1% of the class. The filing states Voya is the ultimate parent of the subsidiaries listed on Exhibit A and reports sole dispositive power over 1,400,509 shares. The form is signed on 05/05/2026.
Wolfspeed, Inc. Schedule 13G: a group of Susquehanna-related entities and Capital Ventures International report beneficial ownership of 2,476,242 shares, representing 5.0% of common stock.
The filing states 45,088,611 Shares outstanding as of February 28, 2026. The filing explains shared voting and dispositive power among the reporting persons and notes that Capital Ventures' count includes shares issuable upon conversion of convertible notes; Susquehanna Securities' count includes options to buy 1,237,967 Shares.
WOLFSPEED INC ownership update: T. Rowe Price Associates, Inc. reports beneficial ownership of 6,184,505 shares, representing 12.6% of Wolfspeed common stock as shown on the filing dated 03/31/2026. The filer states: "T. Rowe Price Associates, Inc. hereby declares and affirms that the filing of shall not be construed as an admission that Price Associates is the beneficial owner of the securities referred to, which beneficial ownership is expressly denied."
Wolfspeed, Inc. issued $379,000,000 aggregate principal amount of 3.5% Convertible 1.5 Lien Senior Secured Notes due 2031 in a private placement and concurrently completed private placements of common stock and pre-funded warrants that generated approximately $96.9 million in gross proceeds.
The company used the aggregate gross proceeds from the private placements to redeem approximately $475.9 million of outstanding Senior Notes and made a cash payment of approximately $48.5 million for a make-whole premium and accrued interest. Wolfspeed reported a cash, cash equivalents and short-term investments balance of approximately $1.0 billion as of March 26, 2026.