Creative Planning
WGMI icon

Creative Planning’s CoinShares ETF Trust CoinShares Bitcoin Mining ETF WGMI Stock Holding History

Creative Planning’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
2024
Q4 		– Sell
-150,746
Closed -$14.2K – 3682
2024
Q3 		$14.2K Buy
150,746
+117,151
+349% +$2.31M ﹤0.01% 3159
2024
Q2 		$711K Buy
+33,595
New +$574K ﹤0.01% 1656

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 $71.6B AUM 21.08% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 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
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return
FA
Fedenia Advisers Madison, Wisconsin $421M AUM 96.46% 1-Year Est. Return
RWMG
Redwood Wealth Management Group Medford, New Jersey $232M AUM 22.66% 1-Year Est. Return

Creative Planning's WGMI Position: Q4 2024 in Review

Creative Planning sold out of CoinShares ETF Trust CoinShares Bitcoin Mining ETF (WGMI) in Q4 2024, closing a stake of 150,746 shares — an estimated $14.2K sold.

Creative Planning first reported a position in WGMI in Q2 2024 and held it in 2 quarters. The position peaked at $711K in Q2 2024. 43 funds tracked by Wall St. Rank hold WGMI as of Q4 2024.

  • Creative Planning reported no remaining CoinShares ETF Trust CoinShares Bitcoin Mining ETF position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 150,746 CoinShares ETF Trust CoinShares Bitcoin Mining ETF shares in Q4 2024, an estimated $14.2K.
  • Creative Planning first reported a position in CoinShares ETF Trust CoinShares Bitcoin Mining ETF in Q2 2024 and held it in 2 quarters.
  • Creative Planning's CoinShares ETF Trust CoinShares Bitcoin Mining ETF position peaked at $711K in Q2 2024.
  • 43 funds tracked by Wall St. Rank held CoinShares ETF Trust CoinShares Bitcoin Mining ETF as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.