Axxcess Wealth Management’s CoinShares Bitcoin Mining and Digital Power ETF WGMI Stock Holding History

Axxcess Wealth Management’s Portfolio WGMI Stock Details WGMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.77M	Buy	+28,000	New	+$1.6M	0.03%	411
2026 Q1	–	Sell	-40,000	Closed	-$1.53M	–	1004
2025 Q4	$1.53M	Hold	40,000	–	–	0.03%	421
2025 Q3	$1.77M	Hold	40,000	–	–	0.04%	345
2025 Q2	$910K	Buy	40,000 +5,000	+14%	+$81.4K	0.02%	450
2025 Q1	$447K	Buy	+35,000	New	+$699K	0.01%	586

Other funds holding WGMI

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

MWM

Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return

Axxcess Wealth Management's WGMI Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in CoinShares Bitcoin Mining and Digital Power ETF (WGMI) in Q2 2026: 28,000 shares worth $1.77M. The stake represents 0.03% of the portfolio and ranks #411 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in WGMI as recently as Q4 2025.

Axxcess Wealth Management first reported a position in WGMI in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.77M in Q3 2025. 57 funds tracked by Wall St. Rank hold WGMI as of Q2 2026.

Axxcess Wealth Management held 28,000 shares of CoinShares Bitcoin Mining and Digital Power ETF worth $1.77M as of Q2 2026.
CoinShares Bitcoin Mining and Digital Power ETF was a new Axxcess Wealth Management position in Q2 2026.
CoinShares Bitcoin Mining and Digital Power ETF made up 0.03% of Axxcess Wealth Management's portfolio in Q2 2026, its #411 holding.
Axxcess Wealth Management first reported a position in CoinShares Bitcoin Mining and Digital Power ETF in Q1 2025 and has held it in 5 quarters since.
Axxcess Wealth Management's CoinShares Bitcoin Mining and Digital Power ETF position peaked at $1.77M in Q3 2025.
57 funds tracked by Wall St. Rank held CoinShares Bitcoin Mining and Digital Power ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.