Commonwealth Equity Services’s CoinShares Bitcoin Mining and Digital Power 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 Q3	$352K	Sell	7,828 -3,118	-28%	-$153K	﹤0.01%	3594
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	$1.88M	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Fedenia Advisers Madison, Wisconsin $425M AUM 89.76% 1-Year Est. Return

Blue Jean Financial Albany, New York $163M AUM 49.58% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Optima Capital Beaverton, Oregon $253M AUM 15.59% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return

Commonwealth Equity Services's WGMI Position: Q3 2026 in Review

Commonwealth Equity Services reduced its CoinShares Bitcoin Mining and Digital Power ETF (WGMI) stake by 28% in Q3 2026, selling an estimated $153K and leaving 7,828 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #3594.

Commonwealth Equity Services first reported a position in WGMI in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.78M in Q4 2024. 20 funds tracked by Wall St. Rank hold WGMI as of Q3 2026.

Commonwealth Equity Services held 7,828 shares of CoinShares Bitcoin Mining and Digital Power ETF worth $352K as of Q3 2026.
Commonwealth Equity Services sold 3,118 CoinShares Bitcoin Mining and Digital Power ETF shares in Q3 2026, an estimated $153K.
CoinShares Bitcoin Mining and Digital Power ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #3594 holding.
Commonwealth Equity Services first reported a position in CoinShares Bitcoin Mining and Digital Power ETF in Q1 2024 and has held it in 11 quarters since.
Commonwealth Equity Services's CoinShares Bitcoin Mining and Digital Power ETF position peaked at $2.78M in Q4 2024.
20 funds tracked by Wall St. Rank held CoinShares Bitcoin Mining and Digital Power ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.