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 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

MWM

Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return

AWM

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

LPL Financial's WGMI Position: Q2 2026 in Review

LPL Financial increased its CoinShares Bitcoin Mining and Digital Power ETF (WGMI) stake by 20% in Q2 2026, buying an estimated $1.12M and bringing the position to 117,932 shares worth $7.44M. The position accounts for ﹤0.01% of the portfolio, ranked #2427.

LPL Financial first reported a position in WGMI in Q3 2025 and has held it in 4 quarters since. 57 funds tracked by Wall St. Rank hold WGMI as of Q2 2026.

LPL Financial held 117,932 shares of CoinShares Bitcoin Mining and Digital Power ETF worth $7.44M as of Q2 2026.
LPL Financial bought 19,685 CoinShares Bitcoin Mining and Digital Power ETF shares in Q2 2026, an estimated $1.12M.
CoinShares Bitcoin Mining and Digital Power ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2427 holding.
LPL Financial first reported a position in CoinShares Bitcoin Mining and Digital Power ETF in Q3 2025 and has held it in 4 quarters since.
57 funds tracked by Wall St. Rank held CoinShares Bitcoin Mining and Digital Power ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.