Position in WULF
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$24,701,457
+$10,271,270 QoQ
Shares Held
1,000,059
+0.0% QoQ
Ownership
0.200%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#72
of 496 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WULF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $70,241,807 across 10 Capital Markets names. WULF ranks #1 (35.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WULF |
Terawulf Inc.
This page
|
1,000,059 | $24,701,457 | |
| 2 | MS |
Morgan Stanley
|
77,827 | $16,268,956 | |
| 3 | GS |
Goldman Sachs Group Inc
|
13,250 | $13,400,652 | |
| 4 | EVR |
Evercore Inc.
|
19,500 | $6,658,080 | |
| 5 | SNEX |
StoneX Group Inc.
|
37,720 | $4,469,879 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
21,649 | $2,170,961 | |
| 7 | SCHW |
Schwab Charles Corp
|
11,497 | $1,060,828 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
12,180 | $1,060,147 |
All Filings in WULF
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,701,457 | 1,000,059 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $14,430,187 | 1,000,013 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $11,420,000 | 1,000,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,380,000 | 1,000,000 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,730,000 | 1,000,000 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,660,000 | 1,000,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,680,000 | 1,000,000 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,450,000 | 1,000,000 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,630,000 | 1,000,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,400,000 | 1,000,000 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,260,000 | 1,000,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $383,624 | 219,214 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||