Wolfspeed Inc SEC Filings

FMR LLC and Abigail P. Johnson reported beneficial ownership of 3,210,752 shares of Wolfspeed Inc. common stock, representing 12.4% of the outstanding class as of the filing. The filing is a Schedule 13G dated the event 09/30/2025 and signed on 10/06/2025, indicating the stake is held in the ordinary course of business and not for the purpose of changing or influencing control. The report shows sole dispositive power over all reported shares and no shared voting or dispositive power. The filing also notes that one or more other persons have rights to receive dividends or proceeds, but none exceed 5% individually.

T. Rowe Price Associates, Inc. filed a Schedule 13G reporting beneficial ownership of 4,228,383 shares of Wolfspeed Inc. common stock, representing 14.8% of the class. The filing shows 1,525,456 shares with sole voting power and 4,228,383 shares with sole dispositive power. The disclosure notes that T. Rowe Price acts as investment adviser to clients and that T. Rowe Price Mid-Cap Value Fund holds 2,464,220 shares (about 8.6% of the class).

The filing states the shares were acquired in the ordinary course of business and are not held to influence control of Wolfspeed. The form lists principal offices for Wolfspeed and for T. Rowe Price Associates and is signed by a Price Associates vice president.

Renesas Electronics America Inc. and its parent Renesas Electronics Corporation reported an initial Form 3 disclosing sizable holdings in Wolfspeed, Inc. (WOLF) tied to Wolfspeed's Chapter 11 reorganization. The reporting parties hold 16,852,372 shares of common stock that Wolfspeed is holding in reserve under its Joint Prepackaged Chapter 11 Plan; Renesas America may direct sales of those shares and receive proceeds once certain regulatory approvals are obtained. The filing also shows Convertible Second Lien Senior Secured Notes due 2031 convertible into 11,096,247 shares at an initial conversion price of approximately $18.35 per share, plus a warrant exercisable for 4,943,555 shares with an exercise price of $23.95 and an expiration currently 09/29/2028 (with a possible extension to 09/29/2029). The reported ownership is disclosed as direct for Renesas America, and Renesas Corporation may be deemed beneficial owner as sole shareholder of REA.

Capital Research Global Investors reports beneficial ownership of 2,777,120 shares of Wolfspeed common stock, representing 10.7% of the 25,840,697 shares believed outstanding. The filing shows sole voting and sole dispositive power over all reported shares, and notes holdings are managed through several investment management entities operating under the Capital Research Global Investors name. The filing also identifies The Growth Fund of America in connection with ownership reporting. The filer certifies the shares were acquired in the ordinary course of business and are not held for the purpose of changing control.

Wolfspeed filed an 8-K describing material restructuring agreements and related securities documents. The filing references a Joint Prepackaged Chapter 11 Plan of Reorganization and detailed terms governing a Renesas Warrant that may be extended by one year if a Regulatory Trigger Deadline occurs and provides Renesas the right to receive cash proceeds in lieu of shares until regulatory approvals are received. The Renesas Warrant includes a two-year Black Scholes protection feature. Wolfspeed commits to file a registration statement (S-1 or an S-3 Shelf) to register Registrable Securities within 45 days of the Plan Effective Date and, for Renesas-held securities, within 45 days of the Renesas Base Distribution Date; underwritten offerings must be effected within 10–15 business days depending on form. The filing lists multiple indentures and forms of new notes due 2030 and 2031, a Registration Rights Agreement, Investor Rights and Disposition Agreement with Renesas, long-term and management incentive plans, and two press releases.

WOLFSPEED, INC. (WOLF) submitted a Form 25 notice with the New York Stock Exchange LLC to remove a class of its securities from listing and/or registration under Section 12(b) of the Securities Exchange Act of 1934. The filing lists the issuer's principal office at 4600 Silicon Drive, Durham, NC and a contact phone number. The form states the Exchange and the issuer have complied with applicable procedural rules and notes that the Form 25 and attached notice satisfy certain SEC compliance provisions.