Phoenix Financial’s TeraWulf WULF Stock Holding History

Phoenix Financial’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	$322K	Hold	22,359	–	–	﹤0.01%	370
2025 Q4	$257K	Hold	22,359	–	–	﹤0.01%	407
2025 Q3	$255K	Sell	22,359 -27,625	-55%	-$211K	﹤0.01%	409
2025 Q2	$219K	Hold	49,984	–	–	﹤0.01%	389
2025 Q1	$137K	Sell	49,984 -14,767	-23%	-$65.8K	﹤0.01%	359
2024 Q4	$367K	Buy	64,751 +20,610	+47%	+$133K	0.01%	290
2024 Q3	$207K	Buy	44,141 +14,548	+49%	+$66.1K	﹤0.01%	340
2024 Q2	$130K	Sell	29,593 -29,740	-50%	-$80.2K	﹤0.01%	331
2024 Q1	$156K	Sell	59,333 -1,527	-3%	-$3.01K	﹤0.01%	390
2023 Q4	$184K	Buy	+60,860	New	+$82.9K	﹤0.01%	305

Other funds holding WULF

BlackRock New York $6.73T AUM 46.02% 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 London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return

Phoenix Financial's WULF Position: Q1 2026 in Review

Phoenix Financial held its TeraWulf (WULF) position steady in Q1 2026 at 22,359 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Phoenix Financial first reported a position in WULF in Q4 2023 and has held it in 10 quarters since. The position peaked at $367K in Q4 2024. 447 funds tracked by Wall St. Rank hold WULF as of Q1 2026.

Phoenix Financial held 22,359 shares of TeraWulf worth $322K as of Q1 2026.
Phoenix Financial left its TeraWulf share count unchanged in Q1 2026.
TeraWulf made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #370 holding.
Phoenix Financial first reported a position in TeraWulf in Q4 2023 and has held it in 10 quarters since.
Phoenix Financial's TeraWulf position peaked at $367K in Q4 2024.
447 funds tracked by Wall St. Rank held TeraWulf as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.