LPL Financial
WGMI icon

LPL Financial’s CoinShares ETF Trust CoinShares Bitcoin Mining 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
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

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

LPL Financial's WGMI Position: Q1 2026 in Review

LPL Financial increased its CoinShares ETF Trust CoinShares Bitcoin Mining ETF (WGMI) stake by 34% in Q1 2026, buying an estimated $1.04M and bringing the position to 98,247 shares worth $3.42M. The position accounts for ﹤0.01% of the portfolio, ranked #2983.

LPL Financial first reported a position in WGMI in Q3 2025 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold WGMI as of Q1 2026.

  • LPL Financial held 98,247 shares of CoinShares ETF Trust CoinShares Bitcoin Mining ETF worth $3.42M as of Q1 2026.
  • LPL Financial bought 24,785 CoinShares ETF Trust CoinShares Bitcoin Mining ETF shares in Q1 2026, an estimated $1.04M.
  • CoinShares ETF Trust CoinShares Bitcoin Mining ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2983 holding.
  • LPL Financial first reported a position in CoinShares ETF Trust CoinShares Bitcoin Mining ETF in Q3 2025 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held CoinShares ETF Trust CoinShares Bitcoin Mining ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.