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Forum Financial Management’s TeraWulf WULF Stock Holding History

Forum Financial 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
Q2 		– Sell
-13,297
Closed -$36.3K – 986
2025
Q1 		$36.3K Buy
13,297
+1,248
+10% +$5.56K ﹤0.01% 862
2024
Q4 		$68.2K Buy
+12,049
New +$77.7K ﹤0.01% 883

Other funds holding WULF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SM
Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Forum Financial Management's WULF Position: Q2 2025 in Review

Forum Financial Management sold out of TeraWulf (WULF) in Q2 2025, closing a stake of 13,297 shares — an estimated $36.3K sold.

Forum Financial Management first reported a position in WULF in Q4 2024 and held it in 2 quarters. The position peaked at $68.2K in Q4 2024. 274 funds tracked by Wall St. Rank hold WULF as of Q2 2025.

  • Forum Financial Management reported no remaining TeraWulf position as of Q2 2025 after selling out during the quarter.
  • Forum Financial Management sold 13,297 TeraWulf shares in Q2 2025, an estimated $36.3K.
  • Forum Financial Management first reported a position in TeraWulf in Q4 2024 and held it in 2 quarters.
  • Forum Financial Management's TeraWulf position peaked at $68.2K in Q4 2024.
  • 274 funds tracked by Wall St. Rank held TeraWulf as of Q2 2025.

Based on Forum Financial Management's 13F filing for Q2 2025, filed 30 Jul 2025.