GoalVest Advisory’s TeraWulf WULF Stock Holding History

GoalVest Advisory’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	$1.24M	Hold	50,000	–	–	0.23%	57
2026 Q1	$722K	Sell	50,000 -64,600	-56%	-$958K	0.14%	88
2025 Q4	$1.32M	Sell	114,600 -400	-0.3%	-$5.36K	0.25%	69
2025 Q3	$1.31M	Hold	115,000	–	–	0.28%	68
2025 Q2	$504K	Hold	115,000	–	–	0.12%	83
2025 Q1	$314K	Hold	115,000	–	–	0.09%	96
2024 Q4	$651K	Buy	+115,000	New	+$741K	0.18%	81

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

GoalVest Advisory's WULF Position: Q2 2026 in Review

GoalVest Advisory held its TeraWulf (WULF) position steady in Q2 2026 at 50,000 shares worth $1.24M. The position accounts for 0.23% of the portfolio, ranked #57.

GoalVest Advisory first reported a position in WULF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.32M in Q4 2025. 502 funds tracked by Wall St. Rank hold WULF as of Q2 2026.

GoalVest Advisory held 50,000 shares of TeraWulf worth $1.24M as of Q2 2026.
GoalVest Advisory left its TeraWulf share count unchanged in Q2 2026.
TeraWulf made up 0.23% of GoalVest Advisory's portfolio in Q2 2026, its #57 holding.
GoalVest Advisory first reported a position in TeraWulf in Q4 2024 and has held it in 7 quarters since.
GoalVest Advisory's TeraWulf position peaked at $1.32M in Q4 2025.
502 funds tracked by Wall St. Rank held TeraWulf as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.