KWA
WULF icon

Kingswood Wealth Advisors’s TeraWulf WULF Stock Holding History

Kingswood 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 		$693K Sell
28,037
-2,800
-9% -$64.4K 0.03% 518
2026
Q1 		$445K Sell
30,837
-21,352
-41% -$317K 0.02% 580
2025
Q4 		$600K Buy
+52,189
New +$700K 0.03% 479

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

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

Kingswood Wealth Advisors reduced its TeraWulf (WULF) stake by 9.1% in Q2 2026, selling an estimated $64.4K and leaving 28,037 shares worth $693K. The position accounts for 0.03% of the portfolio, ranked #518.

Kingswood Wealth Advisors first reported a position in WULF in Q4 2025 and has held it in 3 quarters since. 501 funds tracked by Wall St. Rank hold WULF as of Q2 2026.

  • Kingswood Wealth Advisors held 28,037 shares of TeraWulf worth $693K as of Q2 2026.
  • Kingswood Wealth Advisors sold 2,800 TeraWulf shares in Q2 2026, an estimated $64.4K.
  • TeraWulf made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #518 holding.
  • Kingswood Wealth Advisors first reported a position in TeraWulf in Q4 2025 and has held it in 3 quarters since.
  • 501 funds tracked by Wall St. Rank held TeraWulf as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.