Bank of Montreal’s CoinShares Bitcoin Mining and Digital Power ETF WGMI Stock Holding History

Bank of Montreal’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	$1.09M	Buy	17,355 +1,145	+7%	+$65.3K	﹤0.01%	2037
2026 Q1	$564K	Buy	16,210 +3,880	+31%	+$163K	﹤0.01%	2334
2025 Q4	$472K	Buy	12,330 +7,655	+164%	+$375K	﹤0.01%	2341
2025 Q3	$207K	Buy	+4,675	New	+$141K	﹤0.01%	2753
2025 Q2	–	Sell	-12,070	Closed	-$154K	–	3780
2025 Q1	$154K	Buy	12,070 +221	+2%	+$4.42K	﹤0.01%	2804
2024 Q4	$263K	Buy	+11,849	New	+$287K	﹤0.01%	2619

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

Bank of Montreal's WGMI Position: Q2 2026 in Review

Bank of Montreal increased its CoinShares Bitcoin Mining and Digital Power ETF (WGMI) stake by 7.1% in Q2 2026, buying an estimated $65.3K and bringing the position to 17,355 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2037.

Bank of Montreal first reported a position in WGMI in Q4 2024 and has held it in 6 quarters since. 57 funds tracked by Wall St. Rank hold WGMI as of Q2 2026.

Bank of Montreal held 17,355 shares of CoinShares Bitcoin Mining and Digital Power ETF worth $1.09M as of Q2 2026.
Bank of Montreal bought 1,145 CoinShares Bitcoin Mining and Digital Power ETF shares in Q2 2026, an estimated $65.3K.
CoinShares Bitcoin Mining and Digital Power ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2037 holding.
Bank of Montreal first reported a position in CoinShares Bitcoin Mining and Digital Power ETF in Q4 2024 and has held it in 6 quarters since.
57 funds tracked by Wall St. Rank held CoinShares Bitcoin Mining and Digital Power ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.