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Sax Wealth Advisors’s TeraWulf WULF Stock Holding History

Sax Wealth 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 		$233K Sell
16,145
-3
-0% -$69 0.01% 502
2026
Q1 		$186K Hold
16,148
– – 0.01% 472
2025
Q4 		$186K Buy
16,148
+8
+0% +$107 0.01% 478
2025
Q3 		$184K Buy
16,140
+4,999
+45% +$38.2K 0.01% 432
2025
Q2 		$48.8K Buy
+11,141
New +$38.1K ﹤0.01% 421

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

Sax Wealth Advisors's WULF Position: Q2 2026 in Review

Sax Wealth Advisors reduced its TeraWulf (WULF) stake by 0.02% in Q2 2026, selling an estimated $69 and leaving 16,145 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #502.

Sax Wealth Advisors first reported a position in WULF in Q2 2025 and has held it in 5 quarters since. 502 funds tracked by Wall St. Rank hold WULF as of Q2 2026.

  • Sax Wealth Advisors held 16,145 shares of TeraWulf worth $233K as of Q2 2026.
  • Sax Wealth Advisors sold 3 TeraWulf shares in Q2 2026, an estimated $69.
  • TeraWulf made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #502 holding.
  • Sax Wealth Advisors first reported a position in TeraWulf in Q2 2025 and has held it in 5 quarters since.
  • 502 funds tracked by Wall St. Rank held TeraWulf as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.