LPL Financial’s CoinShares Bitcoin Mining and Digital Power ETF WGMI Stock Holding History

LPL Financial’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	$6.85M	Buy	152,362 +34,430	+29%	+$1.69M	﹤0.01%	2543
2026 Q2	$7.44M	Buy	117,932 +19,685	+20%	+$1.12M	﹤0.01%	2427
2026 Q1	$3.42M	Buy	98,247 +24,785	+34%	+$1.04M	﹤0.01%	2983
2025 Q4	$2.81M	Buy	73,462 +55,612	+312%	+$2.72M	﹤0.01%	3065
2025 Q3	$790K	Buy	+17,850	New	+$538K	﹤0.01%	4239

Other funds holding WGMI

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

LPL Financial's WGMI Position: Q3 2026 in Review

LPL Financial increased its CoinShares Bitcoin Mining and Digital Power ETF (WGMI) stake by 29% in Q3 2026, buying an estimated $1.69M and bringing the position to 152,362 shares worth $6.85M. The position accounts for ﹤0.01% of the portfolio, ranked #2543.

LPL Financial first reported a position in WGMI in Q3 2025 and has held it in 5 quarters since. The position peaked at $7.44M in Q2 2026. 20 funds tracked by Wall St. Rank hold WGMI as of Q3 2026.

LPL Financial held 152,362 shares of CoinShares Bitcoin Mining and Digital Power ETF worth $6.85M as of Q3 2026.
LPL Financial bought 34,430 CoinShares Bitcoin Mining and Digital Power ETF shares in Q3 2026, an estimated $1.69M.
CoinShares Bitcoin Mining and Digital Power ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2543 holding.
LPL Financial first reported a position in CoinShares Bitcoin Mining and Digital Power ETF in Q3 2025 and has held it in 5 quarters since.
LPL Financial's CoinShares Bitcoin Mining and Digital Power ETF position peaked at $7.44M in Q2 2026.
20 funds tracked by Wall St. Rank held CoinShares Bitcoin Mining and Digital Power ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.