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Dmitry Balyasny’s TeraWulf WULF Stock Holding History

Dmitry Balyasny’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 		$7.71M Buy
312,300
+135,100
+76% +$3.11M 0.01% 1178
2026
Q1 		$2.56M Buy
177,200
+20,600
+13% +$305K ﹤0.01% 1678
2025
Q4 		$1.8M Buy
+156,600
New +$2.1M ﹤0.01% 1913
2024
Q4 		– Sell
-412,500
Closed -$1.93M – 3333
2024
Q3 		$1.93M Buy
412,500
+187,500
+83% +$851K ﹤0.01% 1679
2024
Q2 		$1M Buy
+225,000
New +$607K ﹤0.01% 1794

Other funds holding WULF

LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SM
Scoggin Management New York $935M AUM 301.8% 1-Year Est. Return

Dmitry Balyasny's WULF Position: Q2 2026 in Review

Dmitry Balyasny opened a new position in TeraWulf (WULF) in Q2 2026: 976,767 shares worth $24.1M. The stake represents 0.03% of the portfolio and ranks #632 among its holdings. This is a return to the name: Dmitry Balyasny previously reported a position in WULF as recently as Q3 2025.

Dmitry Balyasny first reported a position in WULF in Q1 2022 and has held it in 5 quarters since. 499 funds tracked by Wall St. Rank hold WULF as of Q2 2026.

  • Dmitry Balyasny held 976,767 shares of TeraWulf worth $24.1M as of Q2 2026.
  • TeraWulf was a new Dmitry Balyasny position in Q2 2026.
  • TeraWulf made up 0.03% of Dmitry Balyasny's portfolio in Q2 2026, its #632 holding.
  • Dmitry Balyasny first reported a position in TeraWulf in Q1 2022 and has held it in 5 quarters since.
  • 499 funds tracked by Wall St. Rank held TeraWulf as of Q2 2026.

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