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John Overdeck’s TeraWulf WULF Stock Holding History

John Overdeck’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 		$284M Buy
11,495,860
+3,658,763
+47% +$84.1M 0.21% 102
2026
Q1 		$113M Buy
7,837,097
+3,880,968
+98% +$57.6M 0.09% 243
2025
Q4 		$45.5M Sell
3,956,129
-4,729,991
-54% -$63.4M 0.06% 384
2025
Q3 		$99.2M Buy
8,686,120
+3,133,953
+56% +$23.9M 0.15% 189
2025
Q2 		$24.3M Buy
5,552,167
+3,701,843
+200% +$12.6M 0.04% 481
2025
Q1 		$5.05M Buy
1,850,324
+1,308,898
+242% +$5.83M 0.01% 1126
2024
Q4 		$3.06M Sell
541,426
-2,669,508
-83% -$17.2M 0.01% 1421
2024
Q3 		$15M Sell
3,210,934
-3,911,555
-55% -$17.8M 0.03% 594
2024
Q2 		$31.7M Buy
7,122,489
+3,768,698
+112% +$10.2M 0.07% 320
2024
Q1 		$8.82M Buy
3,353,791
+2,383,354
+246% +$4.7M 0.02% 700
2023
Q4 		$2.33M Buy
+970,437
New +$1.32M 0.01% 1414
2023
Q3 		– Sell
-123,136
Closed -$215K – 3250
2023
Q2 		$215K Sell
123,136
-74,172
-38% -$113K ﹤0.01% 2619
2023
Q1 		$185K Buy
+197,308
New +$147K ﹤0.01% 2576
2022
Q3 		– Sell
-172,859
Closed -$207K – 2869
2022
Q2 		$207K Buy
+172,859
New +$648K ﹤0.01% 2153

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

John Overdeck's WULF Position: Q2 2026 in Review

John Overdeck increased its TeraWulf (WULF) stake by 47% in Q2 2026, buying an estimated $84.1M and bringing the position to 11,495,860 shares worth $284M. The position accounts for 0.21% of the portfolio, ranked #102.

John Overdeck first reported a position in WULF in Q2 2022 and has held it in 14 quarters since. 499 funds tracked by Wall St. Rank hold WULF as of Q2 2026.

  • John Overdeck held 11,495,860 shares of TeraWulf worth $284M as of Q2 2026.
  • John Overdeck bought 3,658,763 TeraWulf shares in Q2 2026, an estimated $84.1M.
  • TeraWulf made up 0.21% of John Overdeck's portfolio in Q2 2026, its #102 holding.
  • John Overdeck first reported a position in TeraWulf in Q2 2022 and has held it in 14 quarters since.
  • 499 funds tracked by Wall St. Rank held TeraWulf as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.