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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 		$1M Buy
40,500
+100
+0.2% +$2.3K ﹤0.01% 3616
2026
Q1 		$583K Buy
40,400
+10,100
+33% +$150K ﹤0.01% 3636
2025
Q4 		$348K Hold
30,300
– – ﹤0.01% 3514
2025
Q3 		$346K Buy
+30,300
New +$232K ﹤0.01% 3154

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.