Axxcess Wealth Management’s CoinShares ETF Trust CoinShares Bitcoin Mining 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 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 $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

MWM

Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Axxcess Wealth Management's WGMI Position: Q1 2026 in Review

Axxcess Wealth Management sold out of CoinShares ETF Trust CoinShares Bitcoin Mining ETF (WGMI) in Q1 2026, closing a stake of 40,000 shares — an estimated $1.53M sold.

Axxcess Wealth Management first reported a position in WGMI in Q1 2025 and held it in 4 quarters. The position peaked at $1.77M in Q3 2025. 45 funds tracked by Wall St. Rank hold WGMI as of Q1 2026.

Axxcess Wealth Management reported no remaining CoinShares ETF Trust CoinShares Bitcoin Mining ETF position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 40,000 CoinShares ETF Trust CoinShares Bitcoin Mining ETF shares in Q1 2026, an estimated $1.53M.
Axxcess Wealth Management first reported a position in CoinShares ETF Trust CoinShares Bitcoin Mining ETF in Q1 2025 and held it in 4 quarters.
Axxcess Wealth Management's CoinShares ETF Trust CoinShares Bitcoin Mining ETF position peaked at $1.77M in Q3 2025.
45 funds tracked by Wall St. Rank held CoinShares ETF Trust CoinShares Bitcoin Mining ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.