Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s CoinShares ETF Trust CoinShares Bitcoin Mining ETF WGMI Stock Holding History

Cambridge Investment Research Advisors’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 		$329K Buy
+5,209
New +$297K ﹤0.01% 3127
2026
Q1 		– Sell
-9,132
Closed -$349K – 4083
2025
Q4 		$349K Sell
9,132
-890
-9% -$43.6K ﹤0.01% 3049
2025
Q3 		$443K Buy
+10,022
New +$302K ﹤0.01% 2781

Other funds holding WGMI

AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
FA
Fedenia Advisers Madison, Wisconsin $421M AUM 96.46% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return
CCM
Capstone Capital Management Hong Kong $224M AUM
OCM
Objective Capital Management Pepper Pike, Ohio $113M AUM 22.81% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Cambridge Investment Research Advisors's WGMI Position: Q2 2026 in Review

Cambridge Investment Research Advisors opened a new position in CoinShares ETF Trust CoinShares Bitcoin Mining ETF (WGMI) in Q2 2026: 5,209 shares worth $329K. The stake represents ﹤0.01% of the portfolio and ranks #3127 among its holdings. This is a return to the name: Cambridge Investment Research Advisors previously reported a position in WGMI as recently as Q4 2025.

Cambridge Investment Research Advisors first reported a position in WGMI in Q3 2025 and has held it in 3 quarters since. The position peaked at $443K in Q3 2025. 11 funds tracked by Wall St. Rank hold WGMI as of Q2 2026.

  • Cambridge Investment Research Advisors held 5,209 shares of CoinShares ETF Trust CoinShares Bitcoin Mining ETF worth $329K as of Q2 2026.
  • CoinShares ETF Trust CoinShares Bitcoin Mining ETF was a new Cambridge Investment Research Advisors position in Q2 2026.
  • CoinShares ETF Trust CoinShares Bitcoin Mining ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3127 holding.
  • Cambridge Investment Research Advisors first reported a position in CoinShares ETF Trust CoinShares Bitcoin Mining ETF in Q3 2025 and has held it in 3 quarters since.
  • Cambridge Investment Research Advisors's CoinShares ETF Trust CoinShares Bitcoin Mining ETF position peaked at $443K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held CoinShares ETF Trust CoinShares Bitcoin Mining ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.