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 Q2	$3.45M	Sell	139,750 -14,000	-9%	-$322K	1.14%	22
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

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

First Dallas Securities's WULF Position: Q2 2026 in Review

First Dallas Securities reduced its TeraWulf (WULF) stake by 9.1% in Q2 2026, selling an estimated $322K and leaving 139,750 shares worth $3.45M. The position accounts for 1.14% of the portfolio, ranked #22.

First Dallas Securities first reported a position in WULF in Q1 2025 and has held it in 6 quarters since. 502 funds tracked by Wall St. Rank hold WULF as of Q2 2026.

First Dallas Securities held 139,750 shares of TeraWulf worth $3.45M as of Q2 2026.
First Dallas Securities sold 14,000 TeraWulf shares in Q2 2026, an estimated $322K.
TeraWulf made up 1.14% of First Dallas Securities's portfolio in Q2 2026, its #22 holding.
First Dallas Securities first reported a position in TeraWulf in Q1 2025 and has held it in 6 quarters since.
502 funds tracked by Wall St. Rank held TeraWulf as of Q2 2026.

Based on First Dallas Securities's 13F filing for Q2 2026, filed 3 Aug 2026.