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Montag & Associates’s TeraWulf WULF Stock Holding History

Montag & Associates’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
Q4 		– Sell
-1,500
Closed -$17.1K – 1173
2025
Q3 		$17.1K Sell
1,500
-1,500
-50% -$11.5K ﹤0.01% 706
2025
Q2 		$13.1K Hold
3,000
– – ﹤0.01% 716
2025
Q1 		$8.19K Hold
3,000
– – ﹤0.01% 807
2024
Q4 		$17K Hold
3,000
– – ﹤0.01% 727
2024
Q3 		$14K Buy
3,000
+1,000
+50% +$4.54K ﹤0.01% 767
2024
Q2 		$8.9K Hold
2,000
– – ﹤0.01% 781
2024
Q1 		$5.26K Buy
+2,000
New +$3.94K ﹤0.01% 813

Other funds holding WULF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Montag & Associates's WULF Position: Q4 2025 in Review

Montag & Associates sold out of TeraWulf (WULF) in Q4 2025, closing a stake of 1,500 shares — an estimated $17.1K sold.

Montag & Associates first reported a position in WULF in Q1 2024 and held it in 7 quarters. The position peaked at $17.1K in Q3 2025. 409 funds tracked by Wall St. Rank hold WULF as of Q4 2025.

  • Montag & Associates reported no remaining TeraWulf position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 1,500 TeraWulf shares in Q4 2025, an estimated $17.1K.
  • Montag & Associates first reported a position in TeraWulf in Q1 2024 and held it in 7 quarters.
  • Montag & Associates's TeraWulf position peaked at $17.1K in Q3 2025.
  • 409 funds tracked by Wall St. Rank held TeraWulf as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.