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Mount Yale Investment Advisors’s TeraWulf WULF Stock Holding History

Mount Yale Investment 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 		– Sell
-11,891
Closed -$172K – 1276
2026
Q1 		$172K Buy
+11,891
New +$176K ﹤0.01% 1066
2025
Q3 		– Sell
-9,355
Closed -$41K – 1622
2025
Q2 		$41K Buy
+9,355
New +$32K ﹤0.01% 869
2025
Q1 		– Sell
-14,030
Closed -$79.4K – 593
2024
Q4 		$79.4K Buy
+14,030
New +$90.5K 0.01% 536

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

Mount Yale Investment Advisors's WULF Position: Q2 2026 in Review

Mount Yale Investment Advisors sold out of TeraWulf (WULF) in Q2 2026, closing a stake of 11,891 shares — an estimated $172K sold.

Mount Yale Investment Advisors first reported a position in WULF in Q4 2024 and held it in 3 quarters. The position peaked at $172K in Q1 2026. 502 funds tracked by Wall St. Rank hold WULF as of Q2 2026.

  • Mount Yale Investment Advisors reported no remaining TeraWulf position as of Q2 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 11,891 TeraWulf shares in Q2 2026, an estimated $172K.
  • Mount Yale Investment Advisors first reported a position in TeraWulf in Q4 2024 and held it in 3 quarters.
  • Mount Yale Investment Advisors's TeraWulf position peaked at $172K in Q1 2026.
  • 502 funds tracked by Wall St. Rank held TeraWulf as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.