Alight Capital Management’s TeraWulf WULF Stock Holding History

Alight Capital Management’s Portfolio WULF Stock Details WULF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.64M	Hold	350,000	–	–	1.21%	28
2026 Q1	$5.05M	Buy	350,000 +30,000	+9%	+$445K	1.21%	33
2025 Q4	$3.68M	Buy	320,000 +170,000	+113%	+$2.28M	0.94%	39
2025 Q3	$1.71M	Sell	150,000 -319,100	-68%	-$2.44M	0.37%	57
2025 Q2	$2.05M	Buy	469,100 +319,100	+213%	+$1.09M	0.5%	50
2025 Q1	$410K	Sell	150,000 -200,000	-57%	-$891K	0.19%	46
2024 Q4	$1.98M	Buy	350,000 +25,000	+8%	+$161K	0.65%	40
2024 Q3	$1.52M	Buy	+325,000	New	+$1.48M	0.53%	50

Other funds holding WULF

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Scoggin Management New York $935M AUM 301.8% 1-Year Est. Return

Alight Capital Management's WULF Position: Q2 2026 in Review

Alight Capital Management held its TeraWulf (WULF) position steady in Q2 2026 at 350,000 shares worth $8.64M. The position accounts for 1.21% of the portfolio, ranked #28.

Alight Capital Management first reported a position in WULF in Q3 2024 and has held it in 8 quarters since. 502 funds tracked by Wall St. Rank hold WULF as of Q2 2026.

Alight Capital Management held 350,000 shares of TeraWulf worth $8.64M as of Q2 2026.
Alight Capital Management left its TeraWulf share count unchanged in Q2 2026.
TeraWulf made up 1.21% of Alight Capital Management's portfolio in Q2 2026, its #28 holding.
Alight Capital Management first reported a position in TeraWulf in Q3 2024 and has held it in 8 quarters since.
502 funds tracked by Wall St. Rank held TeraWulf as of Q2 2026.

Based on Alight Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.