Two Seas Capital’s TeraWulf WULF Stock Holding History

Two Seas Capital’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	$42M	Buy	+1,700,000	New	+$39.1M	0.83%	23

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

Scoggin Management New York $935M AUM 301.8% 1-Year Est. Return

Two Seas Capital's WULF Position: Q2 2026 in Review

Two Seas Capital reduced its TeraWulf (WULF) stake by 38% in Q2 2026, selling an estimated $35.2M and leaving 2,493,139 shares worth $61.6M. The position accounts for 1.22% of the portfolio, ranked #18.

Two Seas Capital first reported a position in WULF in Q2 2024 and has held it in 8 quarters since. 501 funds tracked by Wall St. Rank hold WULF as of Q2 2026.

Two Seas Capital held 2,493,139 shares of TeraWulf worth $61.6M as of Q2 2026.
Two Seas Capital sold 1,530,866 TeraWulf shares in Q2 2026, an estimated $35.2M.
TeraWulf made up 1.22% of Two Seas Capital's portfolio in Q2 2026, its #18 holding.
Two Seas Capital first reported a position in TeraWulf in Q2 2024 and has held it in 8 quarters since.
501 funds tracked by Wall St. Rank held TeraWulf as of Q2 2026.

Based on Two Seas Capital's 13F filing for Q2 2026, filed 12 Aug 2026.