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Concurrent Investment Advisors’s TeraWulf WULF Stock Holding History

Concurrent Investment Advisors’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
-5,000
Closed -$28.3K – 1344
2024
Q4 		$28.3K Buy
+5,000
New +$32.2K ﹤0.01% 1082

Other funds holding WULF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Concurrent Investment Advisors's WULF Position: Q2 2026 in Review

Concurrent Investment Advisors increased its TeraWulf (WULF) stake by 18% in Q2 2026, buying an estimated $102K and bringing the position to 29,337 shares worth $725K. The position accounts for 0.01% of the portfolio, ranked #1181.

Concurrent Investment Advisors first reported a position in WULF in Q4 2023 and has held it in 8 quarters since. 106 funds tracked by Wall St. Rank hold WULF as of Q2 2026.

  • Concurrent Investment Advisors held 29,337 shares of TeraWulf worth $725K as of Q2 2026.
  • Concurrent Investment Advisors bought 4,455 TeraWulf shares in Q2 2026, an estimated $102K.
  • TeraWulf made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1181 holding.
  • Concurrent Investment Advisors first reported a position in TeraWulf in Q4 2023 and has held it in 8 quarters since.
  • 106 funds tracked by Wall St. Rank held TeraWulf as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.