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Jeff Yass’s TeraWulf WULF Stock Holding History

Jeff Yass’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 		$170M Sell
6,901,200
-2,980,400
-30% -$68.5M 0.01% 664
2026
Q1 		$143M Sell
9,881,600
-341,600
-3% -$5.07M 0.02% 644
2025
Q4 		$117M Buy
10,223,200
+3,101,800
+44% +$41.6M 0.01% 792
2025
Q3 		$81.3M Buy
7,121,400
+6,047,300
+563% +$46.2M 0.01% 1023
2025
Q2 		$4.7M Sell
1,074,100
-146,400
-12% -$500K ﹤0.01% 4080
2025
Q1 		$3.33M Sell
1,220,500
-837,900
-41% -$3.73M ﹤0.01% 4440
2024
Q4 		$11.7M Sell
2,058,400
-370,400
-15% -$2.39M ﹤0.01% 2471
2024
Q3 		$11.4M Buy
2,428,800
+1,733,900
+250% +$7.87M ﹤0.01% 2449
2024
Q2 		$3.09M Sell
694,900
-68,900
-9% -$186K ﹤0.01% 4250
2024
Q1 		$2.01M Buy
763,800
+146,100
+24% +$288K ﹤0.01% 5336
2023
Q4 		$1.48M Buy
617,700
+362,000
+142% +$493K ﹤0.01% 6038
2023
Q3 		$322K Buy
255,700
+163,200
+176% +$387K ﹤0.01% 9204
2023
Q2 		$162K Buy
+92,500
New +$141K ﹤0.01% 10498

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Jeff Yass's WULF Position: Q2 2026 in Review

Jeff Yass increased its TeraWulf (WULF) stake by 119% in Q2 2026, buying an estimated $44M and bringing the position to 3,516,511 shares worth $86.9M. The position accounts for 0.01% of the portfolio, ranked #1059.

Jeff Yass first reported a position in WULF in Q2 2018 and has held it in 24 quarters since. 500 funds tracked by Wall St. Rank hold WULF as of Q2 2026.

  • Jeff Yass held 3,516,511 shares of TeraWulf worth $86.9M as of Q2 2026.
  • Jeff Yass bought 1,912,659 TeraWulf shares in Q2 2026, an estimated $44M.
  • TeraWulf made up 0.01% of Jeff Yass's portfolio in Q2 2026, its #1059 holding.
  • Jeff Yass first reported a position in TeraWulf in Q2 2018 and has held it in 24 quarters since.
  • 500 funds tracked by Wall St. Rank held TeraWulf as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.