Two Seas Capital’s TeraWulf WULF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$50.1M Buy
3,384,531
+891,392
+36% +$15.6M 0.58% 23
2026
Q2
$61.6M Sell
2,493,139
-1,530,866
-38% -$35.2M 1.22% 18
2026
Q1
$58.1M Sell
4,024,005
-478,789
-11% -$7.1M 0.81% 19
2025
Q4
$51.7M Buy
4,502,794
+651,606
+17% +$8.73M 1.07% 17
2025
Q3
$44M Buy
3,851,188
+1,564,088
+68% +$12M 0.71% 18
2025
Q2
$10M Buy
2,287,100
+2,072,729
+967% +$7.08M 0.17% 25
2025
Q1
$585K Buy
+214,371
New +$955K 0.02% 30
2024
Q4
– Sell
-432,626
Closed -$2.02M – 37
2024
Q3
$2.02M Sell
432,626
-67,374
-13% -$306K 0.33% 23
2024
Q2
$2.23M Buy
+500,000
New +$1.35M 0.36% 18

Other funds holding WULF

Two Seas Capital's WULF Position: Q3 2026 in Review

Two Seas Capital increased its TeraWulf (WULF) stake by 36% in Q3 2026, buying an estimated $15.6M and bringing the position to 3,384,531 shares worth $50.1M. The position accounts for 0.58% of the portfolio, ranked #23.

Two Seas Capital first reported a position in WULF in Q2 2024 and has held it in 9 quarters since. The position peaked at $61.6M in Q2 2026. 23 funds tracked by Wall St. Rank hold WULF as of Q3 2026.

  • Two Seas Capital held 3,384,531 shares of TeraWulf worth $50.1M as of Q3 2026.
  • Two Seas Capital bought 891,392 TeraWulf shares in Q3 2026, an estimated $15.6M.
  • TeraWulf made up 0.58% of Two Seas Capital's portfolio in Q3 2026, its #23 holding.
  • Two Seas Capital first reported a position in TeraWulf in Q2 2024 and has held it in 9 quarters since.
  • Two Seas Capital's TeraWulf position peaked at $61.6M in Q2 2026.
  • 23 funds tracked by Wall St. Rank held TeraWulf as of Q3 2026.

Based on Two Seas Capital's 13F filing for Q3 2026, filed 6 Oct 2026.