Asset Planning Inc’s TeraWulf WULF Stock Holding History

Asset Planning Inc’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
2025 Q1	–	Sell	-78	Closed	-$441	–	326
2024 Q4	$441	Buy	+78	New	+$503	﹤0.01%	306

Other funds holding WULF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Asset Planning Inc's WULF Position: Q1 2025 in Review

Asset Planning Inc sold out of TeraWulf (WULF) in Q1 2025, closing a stake of 78 shares — an estimated $441 sold.

Asset Planning Inc first reported a position in WULF in Q4 2024 and held it in 1 quarter. The position peaked at $441 in Q4 2024. 270 funds tracked by Wall St. Rank hold WULF as of Q1 2025.

Asset Planning Inc reported no remaining TeraWulf position as of Q1 2025 after selling out during the quarter.
Asset Planning Inc sold 78 TeraWulf shares in Q1 2025, an estimated $441.
Asset Planning Inc first reported a position in TeraWulf in Q4 2024 and held it in 1 quarter.
Asset Planning Inc's TeraWulf position peaked at $441 in Q4 2024.
270 funds tracked by Wall St. Rank held TeraWulf as of Q1 2025.

Based on Asset Planning Inc's 13F filing for Q1 2025, filed 8 May 2025.