Sei Investments Co. Has $3.66 Million Position in TeraWulf Inc. $WULF

Key Points

• Sei Investments increased its TeraWulf stake by 275.6% in the first quarter, holding 253,356 shares worth approximately $3.66 million. Institutional investors collectively own 62.49% of WULF.
• TeraWulf’s latest quarter disappointed, with an adjusted loss of $1.94 per share versus the expected $0.24 loss and revenue of $44.77 million, down 6% year over year. The company continues to report deeply negative margins.
• Despite the earnings miss, analysts remain broadly optimistic, with a “Moderate Buy” consensus and an average price target of $34.74 versus the referenced share price of $17.61.

Sei Investments Co. lifted its holdings in TeraWulf Inc. (NASDAQ:WULF - Free Report) by 275.6% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 253,356 shares of the company's stock after purchasing an additional 185,906 shares during the period. Sei Investments Co. owned 0.05% of TeraWulf worth $3,656,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in the business. Vanguard Group Inc. boosted its stake in TeraWulf by 37.4% during the 4th quarter. Vanguard Group Inc. now owns 33,643,009 shares of the company's stock valued at $386,558,000 after purchasing an additional 9,162,958 shares during the period. Voloridge Investment Management LLC bought a new position in TeraWulf in the 3rd quarter worth approximately $69,006,000. Wellington Management Group LLP lifted its holdings in shares of TeraWulf by 36,193.2% during the third quarter. Wellington Management Group LLP now owns 3,901,878 shares of the company's stock worth $44,559,000 after buying an additional 3,891,127 shares during the last quarter. Jennison Associates LLC bought a new stake in shares of TeraWulf in the first quarter valued at approximately $53,418,000. Finally, Marshall Wace LLP boosted its position in shares of TeraWulf by 574.2% in the fourth quarter. Marshall Wace LLP now owns 3,186,200 shares of the company's stock valued at $36,609,000 after acquiring an additional 2,713,587 shares during the period. Institutional investors and hedge funds own 62.49% of the company's stock.

TeraWulf Stock Down 2.5%

Shares of WULF opened at $17.61 on Friday. The stock has a market cap of $8.73 billion, a price-to-earnings ratio of -4.03 and a beta of 3.76. The company has a quick ratio of 1.20, a current ratio of 1.20 and a debt-to-equity ratio of 33.00. TeraWulf Inc. has a 12 month low of $4.67 and a 12 month high of $29.84. The company has a 50-day moving average price of $22.72 and a two-hundred day moving average price of $19.46.

TeraWulf (NASDAQ:WULF - Get Free Report) last released its quarterly earnings data on Wednesday, August 5th. The company reported ($1.94) earnings per share for the quarter, missing the consensus estimate of ($0.24) by ($1.70). TeraWulf had a negative net margin of 1,179.94% and a negative return on equity of 512.60%. The company had revenue of $44.77 million during the quarter, compared to the consensus estimate of $46.00 million. During the same quarter in the prior year, the company posted ($0.05) earnings per share. The company's revenue for the quarter was down 6.0% on a year-over-year basis. Equities analysts predict that TeraWulf Inc. will post -1.06 EPS for the current fiscal year.

Analyst Ratings Changes

WULF has been the topic of a number of research reports. Citigroup initiated coverage on shares of TeraWulf in a research report on Monday, June 29th. They set a "buy" rating and a $36.00 target price on the stock. Compass Point set a $40.00 price target on shares of TeraWulf in a report on Monday, July 6th. Bank of America started coverage on shares of TeraWulf in a research report on Monday, June 15th. They issued a "buy" rating and a $34.00 price target on the stock. Roth Capital reaffirmed a "buy" rating and set a $32.00 price objective on shares of TeraWulf in a research report on Friday, April 17th. Finally, Rosenblatt Securities reiterated a "buy" rating and issued a $30.00 target price on shares of TeraWulf in a research note on Thursday. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, one has assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, TeraWulf currently has an average rating of "Moderate Buy" and an average price target of $34.74.

Insider Activity

In other TeraWulf news, CEO Paul B. Prager sold 166,650 shares of TeraWulf stock in a transaction on Tuesday, May 26th. The stock was sold at an average price of $24.43, for a total transaction of $4,071,259.50. Following the completion of the transaction, the chief executive officer directly owned 4,249,202 shares of the company's stock, valued at approximately $103,808,004.86. This trade represents a 3.77% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 15.90% of the company's stock.

TeraWulf News Summary

Here are the key news stories impacting TeraWulf this week:

• Positive Sentiment: Analysts remain bullish: Rosenblatt Securities reaffirmed its “Buy” rating and set a $30 price target, implying substantial upside from the referenced $17.61 level. Benzinga analyst rating report
• Positive Sentiment: Chardan Capital also reaffirmed its “Buy” rating and raised or maintained a $32 price target, signaling confidence in TeraWulf’s longer-term growth prospects. Benzinga analyst rating report
• Positive Sentiment: TeraWulf said 102 megawatts of revenue-generating critical IT capacity is operating at Lake Mariner, while another 336 MW is under construction and expected to be delivered within its cost and schedule guidance. This supports the company’s strategy of serving growing AI and high-performance-computing demand. TeraWulf Reports Second Quarter 2026 Results
• Neutral Sentiment: Management described the business as moving toward “scaled execution,” with access to power becoming increasingly important in the AI infrastructure race. The outlook depends on completing construction and converting capacity into sustained revenue and profitability. TeraWulf CEO comments on scaled execution
• Negative Sentiment: Quarterly results disappointed: TeraWulf reported a loss per share far worse than analyst expectations, while revenue of $44.77 million fell short of the $45.32 million consensus estimate and declined 6% year over year. The earnings miss, alongside continued negative margins, is the primary near-term pressure on WULF. TeraWulf quarterly earnings report

TeraWulf Profile

TeraWulf, Inc NASDAQ: WULF is a digital asset infrastructure company focused on the development and operation of zero-carbon bitcoin mining facilities. The company integrates sustainable power generation with high-density data center technologies to deliver environmentally responsible digital asset mining services. Its core business revolves around designing, building and operating large-scale mining projects powered exclusively by renewable or emissions-free energy sources.

One of TeraWulf’s flagship projects is “Project Nautilus,” located in Tompkins County, New York, which harnesses hydroelectric power sourced from the New York State Electric & Gas (NYSEG) grid.

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