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Yaupon Capital Management’s TeraWulf WULF Stock Holding History

Yaupon Capital 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 		$3.09M Buy
+125,000
New +$2.87M 0.06% 112
2025
Q4 		– Sell
-772,695
Closed -$8.82M – 154
2025
Q3 		$8.82M Buy
+772,695
New +$5.9M 0.34% 73

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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

Yaupon Capital Management's WULF Position: Q2 2026 in Review

Yaupon Capital Management opened a new position in TeraWulf (WULF) in Q2 2026: 125,000 shares worth $3.09M. The stake represents 0.06% of the portfolio and ranks #112 among its holdings. This is a return to the name: Yaupon Capital Management previously reported a position in WULF as recently as Q3 2025.

Yaupon Capital Management first reported a position in WULF in Q3 2025 and has held it in 2 quarters since. The position peaked at $8.82M in Q3 2025. 502 funds tracked by Wall St. Rank hold WULF as of Q2 2026.

  • Yaupon Capital Management held 125,000 shares of TeraWulf worth $3.09M as of Q2 2026.
  • TeraWulf was a new Yaupon Capital Management position in Q2 2026.
  • TeraWulf made up 0.06% of Yaupon Capital Management's portfolio in Q2 2026, its #112 holding.
  • Yaupon Capital Management first reported a position in TeraWulf in Q3 2025 and has held it in 2 quarters since.
  • Yaupon Capital Management's TeraWulf position peaked at $8.82M in Q3 2025.
  • 502 funds tracked by Wall St. Rank held TeraWulf as of Q2 2026.

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