Holders over time
- WULF
- V
| Quarter | WULF | V |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 55 holders, $62.2bn |
| Q4 2020 | none listed holders, n.a. | 52 holders, $67.1bn |
| Q1 2021 | none listed holders, n.a. | 58 holders, $64.5bn |
| Q2 2021 | none listed holders, n.a. | 52 holders, $69.3bn |
| Q3 2021 | none listed holders, n.a. | 56 holders, $63.6bn |
| Q4 2021 | none listed holders, n.a. | 47 holders, $58.0bn |
| Q1 2022 | none listed holders, n.a. | 59 holders, $61.8bn |
| Q2 2022 | none listed holders, n.a. | 57 holders, $55.2bn |
| Q3 2022 | none listed holders, n.a. | 57 holders, $50.7bn |
| Q4 2022 | none listed holders, n.a. | 54 holders, $59.4bn |
| Q1 2023 | none listed holders, n.a. | 55 holders, $64.0bn |
| Q2 2023 | none listed holders, n.a. | 54 holders, $65.2bn |
| Q3 2023 | none listed holders, n.a. | 55 holders, $61.5bn |
| Q4 2023 | none listed holders, n.a. | 48 holders, $68.6bn |
| Q1 2024 | 1 holders, $526k | 50 holders, $73.1bn |
| Q2 2024 | 5 holders, $88m | 45 holders, $69.5bn |
| Q3 2024 | 3 holders, $34m | 47 holders, $70.5bn |
| Q4 2024 | 3 holders, $39m | 48 holders, $77.6bn |
| Q1 2025 | 2 holders, $5.5m | 43 holders, $83.5bn |
| Q2 2025 | 2 holders, $30m | 45 holders, $83.4bn |
| Q3 2025 | 7 holders, $443m | 48 holders, $82.8bn |
| Q4 2025 | 9 holders, $449m | 49 holders, $86.0bn |
| Q1 2026 | 10 holders, $736m | 49 holders, $73.3bn |
| Q2 2026 | 16 holders, $1.6bn | 52 holders, $81.9bn |
Terawulf Inc
- Holders
- 10
- Reported value
- $736m
- Buyers
- 16
- Sellers
- 17
Breadth -1 among 91 comparable managers.
Visa Inc
- Holders
- 49
- Reported value
- $73.3bn
- Buyers
- 31
- Sellers
- 27
Breadth +4 among 91 comparable managers.
Who holds both, Q1 2026
Both (9)
ExodusPoint Capital Management LP, Lone Pine Capital LLC, Marshall Wace LLP, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Squarepoint Ops LLC, Two Sigma Investments LP, Voloridge Investment Management LLC
Only WULF (1)
Only V (40)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Baupost Group LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, and 15 more
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.