Jane Street Discloses 5.5% Stake in Wolfspeed

WOLFSPEED, INC. ownership disclosure: Jane Street Group, LLC and affiliated entities report beneficial ownership of 2,665,156.43 shares of Common Stock, representing 5.5% of the class.

Rhea-AI Filing Summary

WOLFSPEED, INC. ownership disclosure: Jane Street Group, LLC and affiliated entities report beneficial ownership of 2,665,156.43 shares of Common Stock, representing 5.5% of the class. The filing states an outstanding share base of 48,433,748 shares used to calculate the percentage, incorporating convertible bonds convertible into 94,667.43 shares held across affiliates.

The Schedule 13G lists shared voting and dispositive power over the reported shares and identifies Jane Street Capital, Jane Street Global Trading and Jane Street Singapore as relevant subsidiaries.

Insights

Institutional Ownership Analyst

Jane Street discloses a 5.5% stake in Wolfspeed with convertible bond dilution included.

Jane Street reports 2,665,156.43 shares beneficially owned, calculated on 48,433,748 outstanding shares that incorporate conversion of 94,667.43 shares from convertible bonds. The filing attributes shared voting and dispositive power to the reporting entities.

The position is presented as an ownership disclosure under Schedule 13G; the cash‑flow treatment and any planned transactions are not stated in the excerpt. Subsequent filings would show changes in holdings or voting if they occur.

Key Figures

Reported beneficial ownership: 2,665,156.43 shares Percent of class: 5.5% Outstanding shares used: 48,433,748 shares +4 more

7 metrics

Reported beneficial ownership 2,665,156.43 shares Schedule 13G ownership amount

Percent of class 5.5% Percent of Common Stock using adjusted outstanding shares

Outstanding shares used 48,433,748 shares Denominator for percent ownership (includes convertible dilution)

Outstanding shares (issuer 10-Q) 48,339,081 shares Shares outstanding as of <date> <date>May 1, 2026</date> from issuer's 10-Q

Convertible shares (JSGT) 77,745.01 shares Convertible bonds held by Jane Street Global Trading, LLC

Convertible shares (JSC) 16,922.42 shares Convertible bonds held by Jane Street Capital, LLC

JSC shared voting power 2,086,106.42 shares Shared voting/dispositive power reported for Jane Street Capital, LLC

Key Terms

beneficially owned, shared voting power, convertible bonds, Schedule 13G

4 terms

beneficially owned regulatory

"Amount beneficially owned: 2,665,156.43"

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.

shared voting power regulatory

"Shared power to vote or to direct the vote: 2,665,156.43"

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.

convertible bonds financial

"includes 94,667.43 shares that can be acquired from convertible bonds"

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.

Schedule 13G regulatory

"Item 1. Name of issuer: WOLFSPEED, INC."

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What stake does Jane Street report in WOLFSPEED (WOLF)?

Jane Street reports beneficial ownership of 2,665,156.43 shares, which the filing labels as 5.5% of the class, using 48,433,748 shares as the denominator in the percentage calculation.

How was the 5.5% ownership percentage for WOLF calculated?

The percentage uses 48,433,748 outstanding shares, based on 48,339,081 shares outstanding as of May 1, 2026 plus convertible bond dilution totaling 94,667.43 shares across affiliates.

Which Jane Street entities are named as beneficial owners in the filing?

The filing names Jane Street Group, LLC, Jane Street Capital, LLC, and Jane Street Global Trading, LLC, and notes a subsidiary Jane Street Singapore Pte. Limited in the Item 7 exhibit identification.

Does the Schedule 13G show voting or dispositive power for the reported shares?

Yes; the filing reports shared voting power and shared dispositive power over 2,665,156.43 shares, with zero sole voting or sole dispositive power indicated.

Are convertible instruments included in the reported holdings for WOLF?

Yes; the reported holding includes 94,667.43 shares that can be acquired from convertible bonds held by Jane Street affiliates, and those conversions are included in the percentage calculation.

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

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Accepted by SEC EDGAR 05/18/2026 - 04:16 PM EDT Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

WOLFSPEED, INC.

(Name of Issuer)

Common Stock, $0.00125 par value

(Title of Class of Securities)

977852AP7

(CUSIP Number)

05/12/2026

(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 2,665,156.43
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 2,665,156.43

9

Aggregate Amount Beneficially Owned by Each Reporting Person

2,665,156.43

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)

5.5 %

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 48,433,748 outstanding shares which is based on (1) 48,339,081 shares outstanding as of May 1, 2026 as stated in the issuer's 10Q filing on May 7, 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 2,086,106.42
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 2,086,106.42

9

Aggregate Amount Beneficially Owned by Each Reporting Person

2,086,106.42

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)

5.5 %

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 48,433,748 outstanding shares which is based on (1) 48,339,081 shares outstanding as of May 1, 2026 as stated in the issuer's 10Q filing on May 7, 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 579,050.01
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 579,050.01

9

Aggregate Amount Beneficially Owned by Each Reporting Person

579,050.01

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)

1.2 %

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 48,433,748 outstanding shares which is based on (1) 48,339,081 shares outstanding as of May 1, 2026 as stated in the issuer's 10Q filing on May 7, 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, 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 6th Floor New York, NY 10281 Jane Street Capital, LLC 250 Vesey Street 6th Floor New York, NY 10281 Jane Street Global Trading, LLC 250 Vesey Street 6th 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 Number(s): 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: 2,665,156.43
(b)	Percent of class: 5.5%
(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: 2,665,156.43
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: 2,665,156.43
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
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 Jane Street Singapore Pte. Limited
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:	05/18/2026

Jane Street Capital, LLC

Signature:	/s/ Jeremy Kahn
Name/Title:	Jeremy Kahn (Authorized Signatory)
Date:	05/18/2026

Jane Street Global Trading, LLC

Signature:	/s/ Jeremy Kahn
Name/Title:	Jeremy Kahn (Authorized Signatory)
Date:	05/18/2026