Evergreen Private Wealth’s TeraWulf WULF Stock Holding History

Evergreen Private Wealth’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 Q4	–	Sell	-65	Closed	-$742	–	231
2025 Q3	$742	Hold	65	–	–	﹤0.01%	231
2025 Q2	$285	Hold	65	–	–	﹤0.01%	285
2025 Q1	$177	Buy	+65	New	+$290	﹤0.01%	185

Other funds holding WULF

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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

Evergreen Private Wealth's WULF Position: Q4 2025 in Review

Evergreen Private Wealth sold out of TeraWulf (WULF) in Q4 2025, closing a stake of 65 shares — an estimated $742 sold.

Evergreen Private Wealth first reported a position in WULF in Q1 2025 and held it in 3 quarters. The position peaked at $742 in Q3 2025. 409 funds tracked by Wall St. Rank hold WULF as of Q4 2025.

Evergreen Private Wealth reported no remaining TeraWulf position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 65 TeraWulf shares in Q4 2025, an estimated $742.
Evergreen Private Wealth first reported a position in TeraWulf in Q1 2025 and held it in 3 quarters.
Evergreen Private Wealth's TeraWulf position peaked at $742 in Q3 2025.
409 funds tracked by Wall St. Rank held TeraWulf as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.