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
$78.1M Buy
5,275,000
+3,575,000
+210% +$62.6M 0.9% 15
2026
Q2
$42M Buy
+1,700,000
New +$39.1M 0.83% 23

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. 22 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.
  • 22 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.