Willner & Heller’s CleanSpark CLSK Stock Holding History

Willner & Heller’s Portfolio CLSK Stock Details CLSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-14,500	Closed	-$134K	–	149
2024 Q4	$134K	Hold	14,500	–	–	0.12%	153
2024 Q3	$135K	Buy	+14,500	New	+$184K	0.12%	152

Other funds holding CLSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Willner & Heller's CLSK Position: Q1 2025 in Review

Willner & Heller sold out of CleanSpark (CLSK) in Q1 2025, closing a stake of 14,500 shares — an estimated $134K sold.

Willner & Heller first reported a position in CLSK in Q3 2024 and held it in 2 quarters. The position peaked at $135K in Q3 2024. 307 funds tracked by Wall St. Rank hold CLSK as of Q1 2025.

Willner & Heller reported no remaining CleanSpark position as of Q1 2025 after selling out during the quarter.
Willner & Heller sold 14,500 CleanSpark shares in Q1 2025, an estimated $134K.
Willner & Heller first reported a position in CleanSpark in Q3 2024 and held it in 2 quarters.
Willner & Heller's CleanSpark position peaked at $135K in Q3 2024.
307 funds tracked by Wall St. Rank held CleanSpark as of Q1 2025.

Based on Willner & Heller's 13F filing for Q1 2025, filed 5 May 2025.