Commonwealth Equity Services’s CoinShares ETF Trust CoinShares Bitcoin Mining ETF WGMI Stock Holding History

Commonwealth Equity Services’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	$690K	Sell	10,946 -15,212	-58%	-$867K	﹤0.01%	3033
2026 Q1	$911K	Sell	26,158 -6,270	-19%	-$264K	﹤0.01%	2691
2025 Q4	$1.24M	Sell	32,428 -18,727	-37%	-$917K	﹤0.01%	2407
2025 Q3	$2.26M	Sell	51,155 -61,426	-55%	-$1.85M	﹤0.01%	1903
2025 Q2	$2.56M	Buy	112,581 +54,096	+92%	+$881K	﹤0.01%	1801
2025 Q1	$747K	Sell	58,485 -66,771	-53%	-$1.33M	﹤0.01%	2701
2024 Q4	$2.78M	Buy	125,256 +26,120	+26%	+$633K	﹤0.01%	1640
2024 Q3	$1.89M	Buy	99,136 +7,561	+8%	+$149K	﹤0.01%	1852
2024 Q2	$1.94M	Sell	91,575 -139	-0.2%	-$2.37K	﹤0.01%	1810
2024 Q1	$1.68M	Buy	+91,714	New	+$1.47M	﹤0.01%	1890

Other funds holding WGMI

AWM

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

Fedenia Advisers Madison, Wisconsin $421M AUM 96.46% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Commonwealth Equity Services's WGMI Position: Q2 2026 in Review

Commonwealth Equity Services reduced its CoinShares ETF Trust CoinShares Bitcoin Mining ETF (WGMI) stake by 58% in Q2 2026, selling an estimated $867K and leaving 10,946 shares worth $690K. The position accounts for ﹤0.01% of the portfolio, ranked #3033.

Commonwealth Equity Services first reported a position in WGMI in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.78M in Q4 2024. 12 funds tracked by Wall St. Rank hold WGMI as of Q2 2026.

Commonwealth Equity Services held 10,946 shares of CoinShares ETF Trust CoinShares Bitcoin Mining ETF worth $690K as of Q2 2026.
Commonwealth Equity Services sold 15,212 CoinShares ETF Trust CoinShares Bitcoin Mining ETF shares in Q2 2026, an estimated $867K.
CoinShares ETF Trust CoinShares Bitcoin Mining ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3033 holding.
Commonwealth Equity Services first reported a position in CoinShares ETF Trust CoinShares Bitcoin Mining ETF in Q1 2024 and has held it in 10 quarters since.
Commonwealth Equity Services's CoinShares ETF Trust CoinShares Bitcoin Mining ETF position peaked at $2.78M in Q4 2024.
12 funds tracked by Wall St. Rank held CoinShares ETF Trust CoinShares Bitcoin Mining ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.