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Capital Analysts LLC’s CoinShares ETF Trust CoinShares Bitcoin Mining ETF WGMI Stock Holding History

Capital Analysts LLC’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
2025
Q2 		– Sell
-1,498
Closed -$19K – 1428
2025
Q1 		$19K Buy
+1,498
New +$29.9K ﹤0.01% 1018

Other funds holding WGMI

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return
RWMG
Redwood Wealth Management Group Medford, New Jersey $232M AUM 22.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Capital Analysts LLC's WGMI Position: Q2 2025 in Review

Capital Analysts LLC sold out of CoinShares ETF Trust CoinShares Bitcoin Mining ETF (WGMI) in Q2 2025, closing a stake of 1,498 shares — an estimated $19K sold.

Capital Analysts LLC first reported a position in WGMI in Q1 2025 and held it in 1 quarter. The position peaked at $19K in Q1 2025. 39 funds tracked by Wall St. Rank hold WGMI as of Q2 2025.

  • Capital Analysts LLC reported no remaining CoinShares ETF Trust CoinShares Bitcoin Mining ETF position as of Q2 2025 after selling out during the quarter.
  • Capital Analysts LLC sold 1,498 CoinShares ETF Trust CoinShares Bitcoin Mining ETF shares in Q2 2025, an estimated $19K.
  • Capital Analysts LLC first reported a position in CoinShares ETF Trust CoinShares Bitcoin Mining ETF in Q1 2025 and held it in 1 quarter.
  • Capital Analysts LLC's CoinShares ETF Trust CoinShares Bitcoin Mining ETF position peaked at $19K in Q1 2025.
  • 39 funds tracked by Wall St. Rank held CoinShares ETF Trust CoinShares Bitcoin Mining ETF as of Q2 2025.

Based on Capital Analysts LLC's 13F filing for Q2 2025, filed 13 Aug 2025.