Allianz GI (WOLF) files amendment showing 1.4M-share, 3.1% stake

Rhea-AI Filing Summary

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.

Insights

Institutional Ownership Specialist

AGI GmbH reports a passive 3.1% stake with voting control over the reported shares.

Allianz Global Investors GmbH reports beneficial ownership of 1,400,509 shares, representing 3.1% of Wolfspeed common stock as of 03/31/2026. The filing records sole voting power and no dispositive power, indicating voting authority without direct disposal rights.

Watch subsequent filings for any change in percent owned or dispositive authority; timing and cash-flow treatment are not stated here.

Securities Compliance Counsel

The amendment formalizes disclosure and includes attestations about a comparable foreign regulatory scheme.

The signature block certifies that AGI GmbH's foreign regulatory regime is "substantially comparable" to the U.S. equivalent and undertakes to provide Schedule 13D-equivalent detail to staff upon request. Exhibits listed are EX-99.A for ownership detail and EX-99.B for limited power of attorney.

Filing type and amendment status indicate a routine update to beneficial ownership records under federal disclosure rules.

Key Figures

Beneficial ownership: 1,400,509 shares Percent of class: 3.1% Sole voting power: 1,400,509 shares +2 more

5 metrics

Beneficial ownership 1,400,509 shares Amount beneficially owned as of <date>03/31/2026</date>

Percent of class 3.1% Percent of common stock represented by the reported shares

Sole voting power 1,400,509 shares Shares over which AGI GmbH has sole power to vote per Item 4

Sole dispositive power 0 shares Reported sole power to dispose equals zero per Item 4

Filing amendment Amendment No. 1 This submission is an Amendment to Schedule 13G/A

Key Terms

Schedule 13G/A, beneficially owned, sole voting power

3 terms

Schedule 13G/A regulatory

"Amendment to Schedule 13G reporting ownership"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

beneficially owned financial

"Amount beneficially owned: 1,400,509"

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.

sole voting power regulatory

"Sole power to vote or to direct the vote: 1,400,509"

Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.

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

(Title of Class of Securities)

97785W106

(CUSIP Number)

03/31/2026

(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): 97785W106

1

Names of Reporting Persons

Allianz Global Investors GmbH

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

GERMANY

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 1,400,509.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,400,509.00

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)

3.1 %

12

Type of Reporting Person (See Instructions)

FI

SCHEDULE 13G

Item 1.
(a)	Name of issuer: WOLFSPEED, INC.
(b)	Address of issuer's principal executive offices: 4600 Silicon Dr., Durham, North Carolina 27703
Item 2.
(a)	Name of person filing: Allianz Global Investors GmbH ("AGI GmbH")
(b)	Address or principal business office or, if none, residence: Bockenheimer Landstrasse 42-44, Frankfurt, 2M 60323 Germany
(c)	Citizenship: Germany
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 97785W106
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).
	German investment adviser
Item 4.	Ownership
(a)	Amount beneficially owned: 1,400,509 (See Exhibit 99.A for additional clarification)
(b)	Percent of class: 3.1%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 1,400,509
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: 0
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.
	Not Applicable
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 acquired and are held in the ordinary course of business and 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. By signing below I certify that, to the best of my knowledge and belief, the foreign regulatory scheme applicable to Allianz Global Investors GmbH is substantially comparable to the regulatory scheme applicable to the functionally equivalent U.S. institution(s). I also undertake to furnish to the Commission staff, upon request, information that would otherwise be disclosed in a Schedule 13D.

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.

Allianz Global Investors GmbH

Signature:	/s/ Darren Wickert
Name/Title:	Attorney-in-Fact
Date:	05/06/2026

Exhibit Information

Exhibit Description EX-99.A Item 4 Ownership EX-99.B Limited Power of Attorney

FAQ

What stake does Allianz Global Investors GmbH report in WOLFSPEED (WOLF)?

Allianz Global Investors GmbH reports beneficial ownership of 1,400,509 shares, representing 3.1% of Wolfspeed common stock as of 03/31/2026. The filing is an Amendment to Schedule 13G.

Does AGI GmbH have voting or dispositive power over the WOLF shares?

The filing states AGI GmbH has sole voting power for 1,400,509 shares and reports no sole or shared dispositive power to dispose of those shares, per the Item 4 disclosure.

What documents accompany the Schedule 13G/A amendment for WOLF?

The amendment references Exhibit EX-99.A for additional ownership clarification and Exhibit EX-99.B showing a limited power of attorney. The signature certifies regulatory comparability and cooperation with staff requests.

When was the Schedule 13G/A amendment for WOLF signed?

The signature block shows the amendment was signed by an Attorney-in-Fact on 05/06/2026, while the ownership figure is reported as of 03/31/2026.