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Kerr Financial Planning’s TeraWulf WULF Stock Holding History

Kerr Financial 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 		$1.71K Sell
69
-55
-44% -$1.26K ﹤0.01% 472
2026
Q1 		$2.52K Buy
124
+97
+359% +$1.44K ﹤0.01% 451
2025
Q4 		$321 Buy
+27
New +$362 ﹤0.01% 478

Other funds holding WULF

LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SM
Scoggin Management New York $935M AUM 301.8% 1-Year Est. Return

Kerr Financial Planning's WULF Position: Q2 2026 in Review

Kerr Financial Planning reduced its TeraWulf (WULF) stake by 44% in Q2 2026, selling an estimated $1.26K and leaving 69 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Kerr Financial Planning first reported a position in WULF in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.52K in Q1 2026. 499 funds tracked by Wall St. Rank hold WULF as of Q2 2026.

  • Kerr Financial Planning held 69 shares of TeraWulf worth $1.71K as of Q2 2026.
  • Kerr Financial Planning sold 55 TeraWulf shares in Q2 2026, an estimated $1.26K.
  • TeraWulf made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #472 holding.
  • Kerr Financial Planning first reported a position in TeraWulf in Q4 2025 and has held it in 3 quarters since.
  • Kerr Financial Planning's TeraWulf position peaked at $2.52K in Q1 2026.
  • 499 funds tracked by Wall St. Rank held TeraWulf as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.