Maridea Wealth Management’s CoinShares Bitcoin Mining and Digital Power ETF WGMI Stock Holding History

Maridea Wealth 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	$5.11M	Sell	81,042 -19,674	-20%	-$1.12M	0.55%	39
2026 Q1	$3.51M	Buy	100,716 +7,328	+8%	+$308K	0.51%	47
2025 Q4	$3.57M	Buy	93,388 +24,774	+36%	+$1.21M	0.54%	47
2025 Q3	$4.1M	Sell	68,614 -17,747	-21%	-$534K	0.64%	34
2025 Q2	$1.96M	Buy	86,361 +3,622	+4%	+$59K	0.51%	43
2025 Q1	$1.06M	Buy	82,739 +45,901	+125%	+$917K	0.34%	53
2024 Q4	$817K	Buy	+36,838	New	+$893K	0.26%	64

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

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

Maridea Wealth Management's WGMI Position: Q2 2026 in Review

Maridea Wealth Management reduced its CoinShares Bitcoin Mining and Digital Power ETF (WGMI) stake by 20% in Q2 2026, selling an estimated $1.12M and leaving 81,042 shares worth $5.11M. The position accounts for 0.55% of the portfolio, ranked #39.

Maridea Wealth Management first reported a position in WGMI in Q4 2024 and has held it in 7 quarters since. 57 funds tracked by Wall St. Rank hold WGMI as of Q2 2026.

Maridea Wealth Management held 81,042 shares of CoinShares Bitcoin Mining and Digital Power ETF worth $5.11M as of Q2 2026.
Maridea Wealth Management sold 19,674 CoinShares Bitcoin Mining and Digital Power ETF shares in Q2 2026, an estimated $1.12M.
CoinShares Bitcoin Mining and Digital Power ETF made up 0.55% of Maridea Wealth Management's portfolio in Q2 2026, its #39 holding.
Maridea Wealth Management first reported a position in CoinShares Bitcoin Mining and Digital Power ETF in Q4 2024 and has held it in 7 quarters since.
57 funds tracked by Wall St. Rank held CoinShares Bitcoin Mining and Digital Power ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.