First Dallas Securities’s TeraWulf WULF Stock Holding History

First Dallas Securities’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 Q1	$2.22M	Sell	153,750 -26,250	-15%	-$389K	0.82%	30
2025 Q4	$2.07M	Sell	180,000 -84,000	-32%	-$1.13M	0.77%	35
2025 Q3	$3.01M	Buy	264,000 +131,500	+99%	+$1M	1.13%	26
2025 Q2	$580K	Buy	132,500 +74,000	+126%	+$253K	0.23%	73
2025 Q1	$160K	Buy	+58,500	New	+$261K	0.07%	112

Other funds holding WULF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return

First Dallas Securities's WULF Position: Q1 2026 in Review

First Dallas Securities reduced its TeraWulf (WULF) stake by 15% in Q1 2026, selling an estimated $389K and leaving 153,750 shares worth $2.22M. The position accounts for 0.82% of the portfolio, ranked #30.

First Dallas Securities first reported a position in WULF in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.01M in Q3 2025. 447 funds tracked by Wall St. Rank hold WULF as of Q1 2026.

First Dallas Securities held 153,750 shares of TeraWulf worth $2.22M as of Q1 2026.
First Dallas Securities sold 26,250 TeraWulf shares in Q1 2026, an estimated $389K.
TeraWulf made up 0.82% of First Dallas Securities's portfolio in Q1 2026, its #30 holding.
First Dallas Securities first reported a position in TeraWulf in Q1 2025 and has held it in 5 quarters since.
First Dallas Securities's TeraWulf position peaked at $3.01M in Q3 2025.
447 funds tracked by Wall St. Rank held TeraWulf as of Q1 2026.

Based on First Dallas Securities's 13F filing for Q1 2026, filed 27 Apr 2026.