Scoggin Management’s TeraWulf WULF Stock Holding History

Scoggin Management’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	$86.5M	Sell	3,500,000 -250,000	-7%	-$5.75M	9.25%	3
2026 Q1	$54.1M	Sell	3,750,000 -1,750,000	-32%	-$26M	5.21%	5
2025 Q4	$63.2M	Buy	5,500,000 +2,875,000	+110%	+$38.5M	9.69%	3
2025 Q3	$30M	Buy	+2,625,000	New	+$20.1M	4.69%	6
2024 Q4	–	Sell	-500,000	Closed	-$2.34M	–	98
2024 Q3	$2.34M	Buy	+500,000	New	+$2.27M	0.56%	48

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

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

Scoggin Management's WULF Position: Q2 2026 in Review

Scoggin Management increased its TeraWulf (WULF) stake by 4.3% in Q2 2026, buying an estimated $7.47M and bringing the position to 7,825,000 shares worth $193M. The position accounts for 20.68% of the portfolio, ranked #2.

Scoggin Management first reported a position in WULF in Q1 2024 and has held it in 10 quarters since. 502 funds tracked by Wall St. Rank hold WULF as of Q2 2026.

Scoggin Management held 7,825,000 shares of TeraWulf worth $193M as of Q2 2026.
Scoggin Management bought 325,000 TeraWulf shares in Q2 2026, an estimated $7.47M.
TeraWulf made up 20.68% of Scoggin Management's portfolio in Q2 2026, its #2 holding.
Scoggin Management first reported a position in TeraWulf in Q1 2024 and has held it in 10 quarters since.
502 funds tracked by Wall St. Rank held TeraWulf as of Q2 2026.

Based on Scoggin Management's 13F filing for Q2 2026, filed 14 Aug 2026.