Wolfspeed (WOLF): Point72 Discloses 6.0% Stake

Point72 and related entities reported a beneficial ownership position in Wolfspeed, Inc. common stock equal to 6.0% of the class as of 10/09/2025.

Accepted by SEC EDGAR 10/10/2025 - 07:11 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Point72 and related entities reported a beneficial ownership position in Wolfspeed, Inc. common stock equal to 6.0% of the class as of 10/09/2025. Collectively, the filing shows 1,545,987 shares beneficially owned by Steven A. Cohen and affiliated reporting persons, with 1,442,560 shares attributed to Point72 Asset Management/Point72 Capital Advisors and 103,427 shares attributed to Point72 Europe (London). The position includes 1,082 shares issuable upon exercise of call options and is reported under Rule 13d-1, indicating passive reporting rather than an intent to influence control. The reporting entities state they hold only shared voting and dispositive power and no sole voting or dispositive power.

Positive

• Material disclosure of a >5% position (6.0%) provides transparency to investors
• Consolidated reporting across Point72 entities clarifies aggregate ownership of 1,545,987 shares
• Filed under Rule 13d-1 as passive, indicating no declared intent to influence control

Negative

• No sole voting power is reported (sole voting power 0), limiting direct control influence
• Includes options (only 1,082 shares issuable on exercise), which can affect share count upon exercise

Insights

Investment Governance Analyst

Point72 disclosed a passive, shared 6.0% stake in Wolfspeed totaling 1,545,987 shares.

The filing shows consolidated beneficial ownership across multiple Point72 entities, with shared voting and dispositive powers and a small component of 1,082 option-issuable shares. This structure is typical for asset managers reporting interests held on behalf of funds rather than direct, sole control.

Key dependencies include any future amendments if holdings change; investors can watch updates in the near term if the position crosses regulatory thresholds or if voting power shifts ahead of corporate votes in the coming quarters.

Regulatory & Compliance Analyst

The Schedule 13G was filed under passive ownership rules and includes a Joint Filing Agreement among reporting persons.

The statement explicitly certifies that the securities were not acquired to influence control, and the report references a Joint Filing Agreement (Exhibit 99.1) covering Point72 Asset Management, Point72 Capital Advisors, Point72 Europe (London) and Steven A. Cohen. The filing date and ownership figures are stated as of 10/09/2025.

Material compliance items to note are continued public disclosure obligations if the stake or intent changes; any conversion to active intent would require a different filing form and prompt investor notice within regulatory timeframes.

FAQ

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

What stake did Point72 report in Wolfspeed (WOLF)?

Point72 and affiliated reporting persons disclosed beneficial ownership of 1,545,987 shares, representing 6.0% of Wolfspeed's common stock as of 10/09/2025.

Does the Schedule 13G indicate Point72 seeks to control Wolfspeed (WOLF)?

No. The filing is under Rule 13d-1 and includes a certification stating the securities were not acquired to change or influence control, indicating a passive reporting posture.

How much of the position is held by the UK entity Point72 Europe (London)?

Point72 Europe (London) is reported as beneficially owning 103,427 shares, equal to 0.4% of the class.

Are any of the reported shares exercisable options?

Yes. The filing notes 1,082 shares issuable upon exercise of call options are included in the reported totals.

Who signed the Schedule 13G for Point72?

The filing is signed by Jason M. Colombo as Authorized Person on behalf of Point72 Asset Management, Point72 Capital Advisors, Point72 Europe (London), and Steven A. Cohen, dated 10/10/2025.

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

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SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

WOLFSPEED, INC.

(Name of Issuer)

Common Stock, par value $0.00125 per share

(Title of Class of Securities)

97785W106

(CUSIP Number)

10/09/2025

(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)

SCHEDULE 13G

CUSIP No. 97785W106

1

Names of Reporting Persons

Point72 Asset Management, L.P.

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 1,442,560.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,442,560.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,442,560.00

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)

5.6 %

12

Type of Reporting Person (See Instructions)

PN

Comment for Type of Reporting Person: Includes 1,082 Shares (as defined in Item 2(a)) issuable upon exercise of call options

SCHEDULE 13G

CUSIP No. 97785W106

1

Names of Reporting Persons

Point72 Capital Advisors, Inc.

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 1,442,560.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,442,560.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,442,560.00

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)

5.6 %

12

Type of Reporting Person (See Instructions)

CO

Comment for Type of Reporting Person: Includes 1,082 Shares issuable upon exercise of call options

SCHEDULE 13G

CUSIP No. 97785W106

1

Names of Reporting Persons

Point72 Europe (London) LLP

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

UNITED KINGDOM

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 103,427.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 103,427.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

103,427.00

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)

0.4 %

12

Type of Reporting Person (See Instructions)

OO

SCHEDULE 13G

CUSIP No. 97785W106

1

Names of Reporting Persons

Steven A. Cohen

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

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 1,545,987.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,545,987.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,545,987.00

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)

6.0 %

12

Type of Reporting Person (See Instructions)

IN

Comment for Type of Reporting Person: Includes 1,082 Shares issuable upon exercise of call options

SCHEDULE 13G

Item 1.
(a)	Name of issuer: WOLFSPEED, INC.
(b)	Address of issuer's principal executive offices: 4600 Silicon Drive, Durham, North Carolina 27703
Item 2.
(a)	Name of person filing: This statement is filed by: (i) Point72 Asset Management, L.P. ("Point72 Asset Management") with respect to the shares of common stock, par value $0.00125 per share ("Shares"), of Wolfspeed, Inc. held by (and underlying options held by) Point72 Associates, LLC, an investment fund it manages ("Point72 Associates"); (ii) Point72 Capital Advisors, Inc. ("Point72 Capital Advisors Inc.") with respect to the Shares held by (and underlying options held by) Point72 Associates; (iii) Point72 Europe (London) LLP ("Point72 Europe (London)") with respect to the Shares held by an investment fund it manages; and (iv) Steven A. Cohen ("Mr. Cohen") with respect to the Shares beneficially owned by Point72 Asset Management, Point72 Capital Advisors Inc. and Point72 Europe (London). Each of Cubist Systematic Strategies, LLC, Point72 (DIFC) Limited, Point72 Asia (Singapore) Pte. Ltd. and Point72 Italy S.r.l. are advisors under common control with Point72 Asset Management, and each acts as a sub-advisor with respect to a portion of the Shares reported herein. Point72 Asset Management, Point72 Capital Advisors Inc., Point72 Europe (London) and Mr. Cohen have entered into a Joint Filing Agreement, a copy of which is filed with this Schedule 13G as Exhibit 99.1, pursuant to which they have agreed to file this Schedule 13G jointly in accordance with the provisions of Rule 13d-1(k) of the Securities Exchange Act of 1934 (the "Act").
(b)	Address or principal business office or, if none, residence: The address of the principal business office of (i) Point72 Asset Management, Point72 Capital Advisors Inc., and Mr. Cohen is 72 Cummings Point Road, Stamford, CT 06902; and (ii) Point72 Europe (London) is 8 St. James's Square, London, United Kingdom SWIY 4JU.
(c)	Citizenship: Point72 Asset Management is a Delaware limited partnership. Point72 Capital Advisors Inc. is a Delaware corporation. Point72 Europe (London) is a limited liability partnership incorporated in England and Wales. Mr. Cohen is a United States citizen.
(d)	Title of class of securities: Common Stock, par value $0.00125 per share
(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).
Item 4.	Ownership
(a)	Amount beneficially owned: The information required by Item 4(a) is set forth in Row 9 of the cover page for each of the Reporting Persons and is incorporated herein by reference. Such information is as of the close of business on October 9, 2025. Point72 Asset Management, Point72 Capital Advisors Inc., Point72 Europe (London) and Mr. Cohen own directly no Shares. Pursuant to an investment management agreement, Point72 Asset Management maintains investment and voting power with respect to the securities held by Point72 Associates. Point72 Capital Advisors Inc. is the general partner of Point72 Asset Management. Pursuant to an investment management agreement, Point72 Europe (London) maintains investment and voting power with respect to the securities held by an investment fund it manages. Mr. Cohen controls each of Point72 Asset Management, Point72 Europe (London) and Point72 Capital Advisors Inc. The filing of this statement should not be construed as an admission that any of the foregoing persons or any Reporting Person is, for the purposes of Section 13 of the Act, the beneficial owner of the Shares reported herein.
(b)	Percent of class: 6.0%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: The information required by Item 4(c)(i) is set forth in Row 5 of the cover page for each of the Reporting Persons and is incorporated herein by reference. Such information is as of the close of business on October 9, 2025.
	(ii) Shared power to vote or to direct the vote: The information required by Item 4(c)(ii) is set forth in Row 6 of the cover page for each of the Reporting Persons and is incorporated herein by reference. Such information is as of the close of business on October 9, 2025.
	(iii) Sole power to dispose or to direct the disposition of: The information required by Item 4(c)(iii) is set forth in Row 7 of the cover page for each of the Reporting Persons and is incorporated herein by reference. Such information is as of the close of business on October 9, 2025.
	(iv) Shared power to dispose or to direct the disposition of: The information required by Item 4(c)(iv) is set forth in Row 8 of the cover page for each of the Reporting Persons and is incorporated herein by reference. Such information is as of the close of business on October 9, 2025.
Item 5.	Ownership of 5 Percent or Less of a Class.
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. See Item 2(a). Point72 Associates has the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, more than 5 percent of the outstanding Shares.
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 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.

Point72 Asset Management, L.P.

Signature:	/s/ Jason M. Colombo
Name/Title:	Jason M. Colombo, Authorized Person
Date:	10/10/2025

Point72 Capital Advisors, Inc.

Signature:	/s/ Jason M. Colombo
Name/Title:	Jason M. Colombo, Authorized Person
Date:	10/10/2025

Point72 Europe (London) LLP

Signature:	/s/ Jason M. Colombo
Name/Title:	Jason M. Colombo, Authorized Person
Date:	10/10/2025

Steven A. Cohen

Signature:	/s/ Jason M. Colombo
Name/Title:	Jason M. Colombo, Authorized Person
Date:	10/10/2025

Exhibit Information

Exhibit 99.1: Joint Filing Agreement