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

Mission 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 Q1	–	Sell	-9,036	Closed	-$346K	–	784
2025 Q4	$346K	Buy	+9,036	New	+$443K	0.01%	582

Other funds holding WGMI

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

Jane Street New York $1.21T AUM 78.12% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

Mission Wealth Management's WGMI Position: Q1 2026 in Review

Mission Wealth Management sold out of CoinShares Bitcoin Mining and Digital Power ETF (WGMI) in Q1 2026, closing a stake of 9,036 shares — an estimated $346K sold.

Mission Wealth Management first reported a position in WGMI in Q4 2025 and held it in 1 quarter. The position peaked at $346K in Q4 2025. 45 funds tracked by Wall St. Rank hold WGMI as of Q1 2026.

Mission Wealth Management reported no remaining CoinShares Bitcoin Mining and Digital Power ETF position as of Q1 2026 after selling out during the quarter.
Mission Wealth Management sold 9,036 CoinShares Bitcoin Mining and Digital Power ETF shares in Q1 2026, an estimated $346K.
Mission Wealth Management first reported a position in CoinShares Bitcoin Mining and Digital Power ETF in Q4 2025 and held it in 1 quarter.
Mission Wealth Management's CoinShares Bitcoin Mining and Digital Power ETF position peaked at $346K in Q4 2025.
45 funds tracked by Wall St. Rank held CoinShares Bitcoin Mining and Digital Power ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.