MAI Capital Management’s CoinShares Bitcoin Mining and Digital Power ETF WGMI Stock Holding History

MAI Capital Management’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	–	Sell	-500	Closed	-$17.4K	–	4693
2026 Q1	$17.4K	Hold	500	–	–	﹤0.01%	2873
2025 Q4	$19.1K	Hold	500	–	–	﹤0.01%	2538
2025 Q3	$22.1K	Hold	500	–	–	﹤0.01%	2362
2025 Q2	$11.4K	Hold	500	–	–	﹤0.01%	2657
2025 Q1	$6.38K	Hold	500	–	–	﹤0.01%	2648
2024 Q4	$11.1K	Buy	+500	New	+$12.1K	﹤0.01%	2476

Other funds holding WGMI

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

LPL Financial San Diego, California $445B AUM 25.58% 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

MAI Capital Management's WGMI Position: Q2 2026 in Review

MAI Capital Management sold out of CoinShares Bitcoin Mining and Digital Power ETF (WGMI) in Q2 2026, closing a stake of 500 shares — an estimated $17.4K sold.

MAI Capital Management first reported a position in WGMI in Q4 2024 and held it in 6 quarters. The position peaked at $22.1K in Q3 2025. 57 funds tracked by Wall St. Rank hold WGMI as of Q2 2026.

MAI Capital Management reported no remaining CoinShares Bitcoin Mining and Digital Power ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 500 CoinShares Bitcoin Mining and Digital Power ETF shares in Q2 2026, an estimated $17.4K.
MAI Capital Management first reported a position in CoinShares Bitcoin Mining and Digital Power ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's CoinShares Bitcoin Mining and Digital Power ETF position peaked at $22.1K in Q3 2025.
57 funds tracked by Wall St. Rank held CoinShares Bitcoin Mining and Digital Power ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.