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, 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.
Wolfspeed, Inc. reports its first full quarter after emerging from Chapter 11 and adopting fresh start accounting. For the Successor period from September 30 to December 28, 2025, revenue was $168.5 million with a gross loss of $78.3 million and operating loss of $158.4 million.
The company posted a net loss of $150.6 million, or $5.78 per basic and diluted share, reflecting restructuring, inventory write‑offs and higher interest expense. After the court‑confirmed reorganization, Wolfspeed reduced total debt by approximately 70% and ended the quarter with $1.3 billion in cash, cash equivalents and short‑term investments.
New Senior Secured Notes and second‑lien 2.5% convertible notes due 2031, including instruments issued to Renesas, now anchor the capital structure. Despite ongoing operating losses, management concludes the company has sufficient liquidity to operate as a going concern for at least twelve months, supported by investment tax credits and a substantially delevered balance sheet.
Wolfspeed, Inc. filed a current report to notify investors that it has released financial results for its fiscal second quarter ended December 28, 2025. The company issued a press release on February 4, 2026, and attached it as Exhibit 99.1 to this report.
The earnings press release is being furnished under a specific disclosure rule, meaning it is not treated as formally filed for certain securities law liability purposes and is not automatically incorporated into other company filings unless specifically referenced.
Wolfspeed, Inc. reported that the Committee on Foreign Investment in the United States cleared its equity issuance to Renesas Electronics America Inc., satisfying the last remaining condition of its Court-approved prepackaged restructuring plan following its emergence from Chapter 11. On January 29, 2026, Wolfspeed issued 16,852,372 shares of common stock to Renesas and will distribute 871,287 shares to stockholders who held common stock immediately before the plan’s effective date, with these issuances exempt from registration under Section 1145 of the Bankruptcy Code. The company also appointed Aris Bolisay, Renesas’s designee, to its board of directors effective February 2, 2026, and Renesas’s warrant to purchase 4,943,555 shares of common stock became exercisable, while its 2.5% Convertible Second-Lien Senior Secured Notes due 2031 became convertible.
Wolfspeed, Inc. entered into a new employment agreement with its Chief Financial Officer and Executive Vice President, Gregor van Issum, effective January 1, 2026. The agreement replaces prior arrangements with Wolfspeed Europe GmbH and a later letter agreement, while keeping most key terms materially consistent with what was previously disclosed.
The new contract adds a benefit under which Wolfspeed will provide Mr. van Issum access to the Duke Executive Health program at the company’s expense. It also reiterates that he must repay a previously disclosed $450,000 sign-on bonus if he resigns for any reason or is terminated for “Cause” within one year of September 1, 2025, with “Cause” defined in detail in the agreement. Mr. van Issum remains an at-will employee, and upon any termination he is entitled to earned salary, reimbursable expenses, accrued vacation, unfulfilled Duke program payments, and other plan benefits, and he continues to be eligible for the Wolfspeed Severance Plan for senior leaders.