Informed Momentum Co LLC WULF — Terawulf Inc

Ownership history in Informed Momentum Co LLC  ·  6 quarters on record

AI Ownership Summary

Informed Momentum Co LLC reported Terawulf Inc (WULF) in 6 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.72% in 2024 Q2. The latest visible filing shows WULF at 0.60% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WULF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Informed Momentum Co LLC's position in Terawulf Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

WULF was reported at 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.72% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WULF stock page Informed Momentum Co LLC fund profile Informed Momentum Co LLC full holdings
How Informed Momentum Co LLC held WULF — position size vs. price
% of Fund (quarterly)    WULF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 272,174 +93,353 +52.2% 0.60% $6.7M 2026-08-13 $16.31
2026 Q1 REDUCED 9.4% +77.3% ❌ 178,821 -18,541 -9.4% 0.30% $2.6M 2026-05-13 $23.12
2025 Q4 REDUCED 51.0% +25.6% ❌ 197,362 -205,097 -51.0% 0.25% $2.3M 2026-02-12 $15.91
2025 Q3 REDUCED 9.4% +0.0% ❌ 402,459 -41,635 -9.4% 0.52% $4.5M 2025-11-14 $10.99
2024 Q4 REDUCED 55.4% -51.8% ✅ 444,094 -552,231 -55.4% 0.36% $2.5M 2025-02-13 $4.89
2024 Q2 INITIATED — — — 996,325 — — 0.72% $4.4M 2024-08-12 $3.57

🏢 Other funds also holding WULF

As of 2026 Q2 — sorted by position size

SCOGGIN MANAGEMENT LP 3Y 7Y 23.42% SCOGGIN MANAGEMENT LP 3Y 7Y 20.68% CLEARFIELD CAPITAL MANAGEMENT LP 3Y 7Y 20.17% Engle Capital Management, L.P. 3Y 7Y 18.28% Beartown Capital Management, LLC 16.29% Wasserstein Management, L.P. 12.79% SCOGGIN MANAGEMENT LP 3Y 7Y 9.25% P SCHOENFELD ASSET MANAGEMENT LP 3Y 7Y 7.92% P SCHOENFELD ASSET MANAGEMENT LP 3Y 7Y 6.22% Northern Right Capital Management, L.P. 3Y 7Y 5.67%

FAQ About Informed Momentum Co LLC and WULF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Informed Momentum Co LLC reported owning WULF?

Informed Momentum Co LLC reported WULF across 6 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported WULF position in Informed Momentum Co LLC's portfolio?

The largest reported portfolio weight for WULF was 0.72% in 2024 Q2.

What is the latest reported WULF position on this page?

The most recent filing on this page is 2026 Q2, when Informed Momentum Co LLC reported 272,174 shares, equal to 0.60% of portfolio, with an estimated market value of $6.7M.

What does the chart on this WULF ownership page compare?

The chart compares Informed Momentum Co LLC's quarterly WULF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Informed Momentum Co LLC time their WULF position?

Based on 13F filing dates vs. subsequent WULF price moves, Informed Momentum Co LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on WULF relative to SPY over the holding period was +229.2%.

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