Creative Planning’s TeraWulf WULF Stock Holding History

Creative Planning’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
2026 Q2	$4.67M	Buy	189,211 +60,411	+47%	+$1.39M	﹤0.01%	1463
2026 Q1	$1.86M	Buy	128,800 +42,087	+49%	+$624K	﹤0.01%	1952
2025 Q4	$996K	Buy	86,713 +16,175	+23%	+$217K	﹤0.01%	2286
2025 Q3	$806K	Buy	70,538 +22,873	+48%	+$175K	﹤0.01%	2326
2025 Q2	$209K	Buy	47,665 +33,317	+232%	+$114K	﹤0.01%	3187
2025 Q1	$39.2K	Buy	14,348 +14,134	+6,605%	+$63K	﹤0.01%	3363
2024 Q4	$1.21K	Sell	214 -11,377	-98%	-$73.3K	﹤0.01%	3510
2024 Q3	$48.5K	Buy	+11,591	New	+$52.6K	﹤0.01%	3101
2024 Q2	–	Sell	-51,825	Closed	-$136K	–	3185
2024 Q1	$136K	Buy	51,825 +29,777	+135%	+$58.7K	﹤0.01%	2652
2023 Q4	$52.9K	Buy	+22,048	New	+$30K	﹤0.01%	2641
2017 Q2	–	Sell	-9,000	Closed	-$90K	–	4857
2017 Q1	$90K	Buy	+9,000	New	+$93.8K	﹤0.01%	2026

Other funds holding WULF

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Scoggin Management New York $935M AUM 301.8% 1-Year Est. Return

Creative Planning's WULF Position: Q2 2026 in Review

Creative Planning increased its TeraWulf (WULF) stake by 47% in Q2 2026, buying an estimated $1.39M and bringing the position to 189,211 shares worth $4.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1463.

Creative Planning first reported a position in WULF in Q1 2017 and has held it in 11 quarters since. 501 funds tracked by Wall St. Rank hold WULF as of Q2 2026.

Creative Planning held 189,211 shares of TeraWulf worth $4.67M as of Q2 2026.
Creative Planning bought 60,411 TeraWulf shares in Q2 2026, an estimated $1.39M.
TeraWulf made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1463 holding.
Creative Planning first reported a position in TeraWulf in Q1 2017 and has held it in 11 quarters since.
501 funds tracked by Wall St. Rank held TeraWulf as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.