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Gillson Capital’s TeraWulf WULF Stock Holding History

Gillson Capital’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 		$16.2M Buy
657,403
+496,803
+309% +$11.4M 0.96% 34
2026
Q1 		$2.32M Sell
160,600
-559,400
-78% -$8.3M 0.19% 65
2025
Q4 		$8.27M Buy
720,000
+430,300
+149% +$5.77M 0.54% 54
2025
Q3 		$3.31M Buy
+289,700
New +$2.21M 0.29% 60

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

Gillson Capital's WULF Position: Q2 2026 in Review

Gillson Capital increased its TeraWulf (WULF) stake by 309% in Q2 2026, buying an estimated $11.4M and bringing the position to 657,403 shares worth $16.2M. The position accounts for 0.96% of the portfolio, ranked #34.

Gillson Capital first reported a position in WULF in Q3 2025 and has held it in 4 quarters since. 501 funds tracked by Wall St. Rank hold WULF as of Q2 2026.

  • Gillson Capital held 657,403 shares of TeraWulf worth $16.2M as of Q2 2026.
  • Gillson Capital bought 496,803 TeraWulf shares in Q2 2026, an estimated $11.4M.
  • TeraWulf made up 0.96% of Gillson Capital's portfolio in Q2 2026, its #34 holding.
  • Gillson Capital first reported a position in TeraWulf in Q3 2025 and has held it in 4 quarters since.
  • 501 funds tracked by Wall St. Rank held TeraWulf as of Q2 2026.

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