Client First Investment Management’s CoinShares Bitcoin Mining and Digital Power 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 $210B AUM 57.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

MWM

Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Client First Investment Management sold out of CoinShares Bitcoin Mining and Digital Power 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 Bitcoin Mining and Digital Power ETF position as of Q4 2025 after selling out during the quarter.
Client First Investment Management sold 20,284 CoinShares Bitcoin Mining and Digital Power ETF shares in Q4 2025, an estimated $897K.
Client First Investment Management first reported a position in CoinShares Bitcoin Mining and Digital Power ETF in Q3 2025 and held it in 1 quarter.
Client First Investment Management's CoinShares Bitcoin Mining and Digital Power ETF position peaked at $897K in Q3 2025.
50 funds tracked by Wall St. Rank held CoinShares Bitcoin Mining and Digital Power ETF as of Q4 2025.

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