JFS Wealth Advisors’s TeraWulf WULF Stock Holding History

JFS Wealth 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
2026 Q2	$741K	Sell	30,000 -10,000	-25%	-$230K	0.04%	203
2026 Q1	$577K	Hold	40,000	–	–	0.03%	216
2025 Q4	$460K	Sell	40,000 -5,000	-11%	-$67K	0.03%	236
2025 Q3	$514K	Sell	45,000 -5,000	-10%	-$38.2K	0.03%	227
2025 Q2	$219K	Hold	50,000	–	–	0.01%	290
2025 Q1	$137K	Hold	50,000	–	–	0.01%	335
2024 Q4	$283K	Buy	50,000 +5,000	+11%	+$32.2K	0.02%	255
2024 Q3	$211K	Buy	45,000 +10,000	+29%	+$45.4K	0.01%	286
2024 Q2	$156K	Hold	35,000	–	–	0.01%	266
2024 Q1	$92K	Buy	35,000 +5,000	+17%	+$9.86K	0.01%	327
2023 Q4	$72K	Hold	30,000	–	–	0.01%	357
2023 Q3	$37.8K	Buy	30,000 +1,500	+5%	+$3.56K	﹤0.01%	410
2023 Q2	$49.9K	Buy	28,500 +11,500	+68%	+$17.5K	﹤0.01%	369
2023 Q1	$15.9K	Buy	+17,000	New	+$12.7K	﹤0.01%	582
2022 Q4	–	Sell	-5,000	Closed	-$6K	–	2000
2022 Q3	$6K	Buy	5,000 +2,000	+67%	+$2.78K	﹤0.01%	954
2022 Q2	$4K	Buy	3,000 +2,000	+200%	+$7.49K	﹤0.01%	1128
2022 Q1	$8K	Hold	1,000	–	–	﹤0.01%	891
2021 Q4	$15K	Buy	+1,000	New	+$28.6K	﹤0.01%	625

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

JFS Wealth Advisors's WULF Position: Q2 2026 in Review

JFS Wealth Advisors reduced its TeraWulf (WULF) stake by 25% in Q2 2026, selling an estimated $230K and leaving 30,000 shares worth $741K. The position accounts for 0.04% of the portfolio, ranked #203.

JFS Wealth Advisors first reported a position in WULF in Q4 2021 and has held it in 18 quarters since. 501 funds tracked by Wall St. Rank hold WULF as of Q2 2026.

JFS Wealth Advisors held 30,000 shares of TeraWulf worth $741K as of Q2 2026.
JFS Wealth Advisors sold 10,000 TeraWulf shares in Q2 2026, an estimated $230K.
TeraWulf made up 0.04% of JFS Wealth Advisors's portfolio in Q2 2026, its #203 holding.
JFS Wealth Advisors first reported a position in TeraWulf in Q4 2021 and has held it in 18 quarters since.
501 funds tracked by Wall St. Rank held TeraWulf as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.