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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SM
Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return

Mount Yale Investment Advisors's WULF Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in TeraWulf (WULF) in Q1 2026: 11,891 shares worth $172K. The stake represents ﹤0.01% of the portfolio and ranks #1066 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in WULF as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in WULF in Q4 2024 and has held it in 3 quarters since. 447 funds tracked by Wall St. Rank hold WULF as of Q1 2026.

  • Mount Yale Investment Advisors held 11,891 shares of TeraWulf worth $172K as of Q1 2026.
  • TeraWulf was a new Mount Yale Investment Advisors position in Q1 2026.
  • TeraWulf made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1066 holding.
  • Mount Yale Investment Advisors first reported a position in TeraWulf in Q4 2024 and has held it in 3 quarters since.
  • 447 funds tracked by Wall St. Rank held TeraWulf as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.