Pinnacle Wealth Planning Services
WULF icon

Pinnacle Wealth Planning Services’s TeraWulf WULF Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$19.7K Sell
1,329
-5,317
-80% -$93.1K ﹤0.01% 1788
2026
Q2 		$164K Buy
6,646
+5,082
+325% +$117K 0.02% 616
2026
Q1 		$22.6K Buy
1,564
+1,450
+1,272% +$21.5K ﹤0.01% 1638
2025
Q4 		$1.31K Buy
+114
New +$1.53K ﹤0.01% 2552

Other funds holding WULF

Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Spear Advisors
Spear Advisors East Hampton, New York $230M AUM 127.01% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Axxion S.A.
Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
CCAM
Capelight Capital Asset Management New York $254M AUM 164.28% 1-Year Est. Return

Pinnacle Wealth Planning Services's WULF Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its TeraWulf (WULF) stake by 80% in Q3 2026, selling an estimated $93.1K and leaving 1,329 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1788.

Pinnacle Wealth Planning Services first reported a position in WULF in Q4 2025 and has held it in 4 quarters since. The position peaked at $164K in Q2 2026. 91 funds tracked by Wall St. Rank hold WULF as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,329 shares of TeraWulf worth $19.7K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 5,317 TeraWulf shares in Q3 2026, an estimated $93.1K.
  • TeraWulf made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1788 holding.
  • Pinnacle Wealth Planning Services first reported a position in TeraWulf in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's TeraWulf position peaked at $164K in Q2 2026.
  • 91 funds tracked by Wall St. Rank held TeraWulf as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.