Jane Street Group (NYSE: WOLF) discloses 4.4% Wolfspeed holding via amended 13G

Rhea-AI Filing Summary

Wolfspeed, Inc. received an amended Schedule 13G filing showing that Jane Street Group, LLC, together with Jane Street Capital, LLC and Jane Street Global Trading, LLC, reports beneficial ownership of 2,272,164.43 shares of common stock, representing 4.4% of the class. All voting and dispositive authority over these shares is reported as shared, with no sole voting or dispositive power.

The reported position includes 94,667.43 shares issuable upon conversion of bonds held by Jane Street Capital, LLC and Jane Street Global Trading, LLC. The ownership percentage is based on 52,066,767 shares outstanding, derived from 51,972,101 shares outstanding as of May 31, 2026, plus dilution from the convertible bonds. The filing indicates that the group’s holdings are 5 percent or less of the outstanding common stock.

Key Figures

Beneficially owned shares: 2,272,164.43 shares Ownership percentage: 4.4% Shares outstanding baseline: 51,972,101 shares +4 more

7 metrics

Beneficially owned shares 2,272,164.43 shares Total Wolfspeed common stock beneficially owned by Jane Street entities

Ownership percentage 4.4% Percent of Wolfspeed common stock class beneficially owned

Shares outstanding baseline 51,972,101 shares Wolfspeed shares outstanding as of May 31, 2026 from 424B3

Adjusted shares outstanding 52,066,767 shares Outstanding shares used for ownership calculation including dilution from convertible bonds

Convertible bond shares total 94,667.43 shares Shares that can be acquired from convertible bonds held by Jane Street entities

Jane Street Capital holding 1,833,028.42 shares Shares beneficially owned by Jane Street Capital, LLC (3.5% of class)

Jane Street Global Trading holding 439,136.01 shares Shares beneficially owned by Jane Street Global Trading, LLC (0.8% of class)

Key Terms

beneficially owned, convertible bonds, shared voting power, shared dispositive power, +1 more

5 terms

beneficially owned financial

"Amount beneficially owned: 2,272,164.43"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

convertible bonds financial

"shares that can be acquired from convertible bonds held by Jane Street"

A convertible bond is a loan a company issues that pays regular interest and can be exchanged for a fixed number of the company’s shares under specified terms. It matters to investors because it combines the steady income and lower downside risk of a bond with the upside potential of owning stock—like holding a ticket that can be cashed for equity if the share price rises—affecting returns, risk, and shareholder dilution.

shared voting power financial

"Shared Voting Power 2,272,164.43"

Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.

shared dispositive power financial

"Shared Dispositive Power 2,272,164.43"

parent holding company financial

"If a parent holding company has filed this schedule"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/07/2026 - 04:28 PM Accepted by SEC EDGAR 08/07/2026 - 04:28 PM Learn about SEC filing dates

FAQ

What percentage of Wolfspeed (WOLF) does Jane Street report owning in this 13G/A?

Jane Street entities report beneficial ownership of 4.4% of Wolfspeed’s common stock, representing 2,272,164.43 shares. This percentage is calculated using 52,066,767 shares outstanding, including shares issuable from certain convertible bonds.

How many Wolfspeed (WOLF) shares do Jane Street entities beneficially own?

Jane Street Group, LLC and its subsidiaries report beneficial ownership of 2,272,164.43 shares of Wolfspeed common stock. All of these shares are subject to shared voting and shared dispositive power, with no sole voting or dispositive authority reported.

How is the Wolfspeed (WOLF) ownership percentage calculated in this 13G/A?

The 4.4% ownership is based on 52,066,767 Wolfspeed shares outstanding. This figure combines 51,972,101 shares outstanding as of May 31, 2026, plus shares (94,667.43) that could be acquired by Jane Street entities through convertible bonds.

What portion of Jane Street’s Wolfspeed (WOLF) holdings comes from convertible bonds?

The reported holdings include 94,667.43 shares that can be acquired upon conversion of bonds. Of these, 77,745.01 shares are linked to Jane Street Global Trading, LLC and 16,922.42 shares to Jane Street Capital, LLC, contributing to the total beneficial ownership.

Do Jane Street entities have sole or shared voting power over Wolfspeed (WOLF) shares?

Jane Street entities report 0 shares with sole voting or dispositive power and 2,272,164.43 shares with shared voting and shared dispositive power. This means all reported Wolfspeed shares are controlled on a shared basis by the filing entities.

Are Jane Street’s Wolfspeed (WOLF) holdings above or below 5% of the class?

The filing characterizes the position as ownership of 5 percent or less of Wolfspeed’s common stock. Specifically, Jane Street entities report beneficial ownership of 4.4% of the outstanding shares based on the stated share count.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

WOLFSPEED, INC.

(Name of Issuer)

Common Stock, $0.00125 par value

(Title of Class of Securities)

977852AP7

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 977852AP7

1

Names of Reporting Persons

JANE STREET GROUP, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 2,272,164.43
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 2,272,164.43

9

Aggregate Amount Beneficially Owned by Each Reporting Person

2,272,164.43

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.4 %

12

Type of Reporting Person (See Instructions)

HC

Comment for Type of Reporting Person: The reported holding includes 94,667.43 shares that can be acquired from convertible bonds held by Jane Street Global Trading, LLC (JSGT) and Jane Street Capital, LLC (JSC). The % ownership calculation uses 52,066,767 outstanding shares which is based on (1) 51,972,101 shares outstanding as of May 31, 2026 as stated in the issuer's 424b3 filing on June 18, 2026; and (2) dilution of the outstanding shares due to 77,745.01 shares that can be acquired by JSGT and 16,922.42 shares that can be acquired by JSC through the convertible bonds.

SCHEDULE 13G

CUSIP Number(s): 977852AP7

1

Names of Reporting Persons

Jane Street Capital, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 1,833,028.42
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,833,028.42

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,833,028.42

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

3.5 %

12

Type of Reporting Person (See Instructions)

BD

Comment for Type of Reporting Person: The reported holding includes 16,922.42 shares that can be acquired from convertible bonds held by Jane Street Capital, LLC (JSC). The % ownership calculation uses 52,066,767 outstanding shares which is based on (1) 51,972,101 shares outstanding as of May 31, 2026 as stated in the issuer's 424b3 filing on June 18, 2026; and (2) dilution of the outstanding shares due to 77,745.01 shares that can be acquired by JSGT and 16,922.42 shares that can be acquired by JSC through the convertible bonds.

SCHEDULE 13G

CUSIP Number(s): 977852AP7

1

Names of Reporting Persons

Jane Street Global Trading, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 439,136.01
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 439,136.01

9

Aggregate Amount Beneficially Owned by Each Reporting Person

439,136.01

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

0.8 %

12

Type of Reporting Person (See Instructions)

OO

Comment for Type of Reporting Person: The reported holding includes 77,745.01 shares that can be acquired from convertible bonds held by Jane Street Global Trading, LLC (JSGT). The % ownership calculation uses 52,066,767 outstanding shares which is based on (1) 51,972,101 shares outstanding as of May 31, 2026 as stated in the issuer's 424b3 filing on June 18, 2026; and (2) dilution of the outstanding shares due to 77,745.01 shares that can be acquired by JSGT and 16,922.42 shares that can be acquired by JSC through the convertible bonds.

SCHEDULE 13G

Item 1.
(a)	Name of issuer: WOLFSPEED, INC.
(b)	Address of issuer's principal executive offices: 4600 SILICON DR, 4600 SILICON DR, DURHAM, NORTH CAROLINA, 27703.
Item 2.
(a)	Name of person filing: Jane Street Group, LLC; Jane Street Capital, LLC; Jane Street Global Trading, LLC
(b)	Address or principal business office or, if none, residence: Jane Street Group, LLC 250 Vesey Street 3rd Floor New York, NY 10281 Jane Street Capital, LLC 250 Vesey Street 3rd Floor New York, NY 10281 Jane Street Global Trading, LLC 250 Vesey Street 3rd Floor New York, NY 10281
(c)	Citizenship: See Item 4 of Cover Page
(d)	Title of class of securities: Common Stock, $0.00125 par value
(e)	CUSIP No.: 977852AP7
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 2,272,164.43
(b)	Percent of class: 4.4%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0
	(ii) Shared power to vote or to direct the vote: 2,272,164.43
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: 2,272,164.43
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. Subsidiary Jane Street Capital, LLC Jane Street Global Trading, LLC
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

JANE STREET GROUP, LLC

Signature:	/s/ Jeremy Kahn
Name/Title:	Jeremy Kahn (Authorized Signatory)
Date:	08/07/2026

Jane Street Capital, LLC

Signature:	/s/ Jeremy Kahn
Name/Title:	Jeremy Kahn (Authorized Signatory)
Date:	08/07/2026

Jane Street Global Trading, LLC

Signature:	/s/ Jeremy Kahn
Name/Title:	Jeremy Kahn (Authorized Signatory)
Date:	08/07/2026