Avaii Wealth Management’s TeraWulf WULF Stock Holding History

Avaii Wealth 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
2025 Q1	–	Sell	-22,947	Closed	-$130K	–	139
2024 Q4	$130K	Sell	22,947 -5,183	-18%	-$33.4K	0.06%	128
2024 Q3	$132K	Buy	+28,130	New	+$128K	0.07%	128

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

Avaii Wealth Management's WULF Position: Q1 2025 in Review

Avaii Wealth Management sold out of TeraWulf (WULF) in Q1 2025, closing a stake of 22,947 shares — an estimated $130K sold.

Avaii Wealth Management first reported a position in WULF in Q3 2024 and held it in 2 quarters. The position peaked at $132K in Q3 2024. 270 funds tracked by Wall St. Rank hold WULF as of Q1 2025.

Avaii Wealth Management reported no remaining TeraWulf position as of Q1 2025 after selling out during the quarter.
Avaii Wealth Management sold 22,947 TeraWulf shares in Q1 2025, an estimated $130K.
Avaii Wealth Management first reported a position in TeraWulf in Q3 2024 and held it in 2 quarters.
Avaii Wealth Management's TeraWulf position peaked at $132K in Q3 2024.
270 funds tracked by Wall St. Rank held TeraWulf as of Q1 2025.

Based on Avaii Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.