Client First Investment Management’s CoinShares ETF Trust CoinShares Bitcoin Mining ETF WGMI Stock Holding History

Client First Investment 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
2025 Q4	–	Sell	-20,284	Closed	-$897K	–	44
2025 Q3	$897K	Buy	+20,284	New	+$611K	0.46%	23

Other funds holding WGMI

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

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

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 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

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

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

Client First Investment Management's WGMI Position: Q4 2025 in Review

Client First Investment Management sold out of CoinShares ETF Trust CoinShares Bitcoin Mining ETF (WGMI) in Q4 2025, closing a stake of 20,284 shares — an estimated $897K sold.

Client First Investment Management first reported a position in WGMI in Q3 2025 and held it in 1 quarter. The position peaked at $897K in Q3 2025. 50 funds tracked by Wall St. Rank hold WGMI as of Q4 2025.

Client First Investment Management reported no remaining CoinShares ETF Trust CoinShares Bitcoin Mining ETF position as of Q4 2025 after selling out during the quarter.
Client First Investment Management sold 20,284 CoinShares ETF Trust CoinShares Bitcoin Mining ETF shares in Q4 2025, an estimated $897K.
Client First Investment Management first reported a position in CoinShares ETF Trust CoinShares Bitcoin Mining ETF in Q3 2025 and held it in 1 quarter.
Client First Investment Management's CoinShares ETF Trust CoinShares Bitcoin Mining ETF position peaked at $897K in Q3 2025.
50 funds tracked by Wall St. Rank held CoinShares ETF Trust CoinShares Bitcoin Mining ETF as of Q4 2025.

Based on Client First Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.