Navis Wealth Advisors’s CoinShares Bitcoin Mining and Digital Power ETF WGMI Stock Holding History

Navis Wealth Advisors’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	$298K	Buy	+4,727	New	+$269K	0.11%	141

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

Navis Wealth Advisors's WGMI Position: Q2 2026 in Review

Navis Wealth Advisors opened a new position in CoinShares Bitcoin Mining and Digital Power ETF (WGMI) in Q2 2026: 4,727 shares worth $298K. The stake represents 0.11% of the portfolio and ranks #141 among its holdings.

57 funds tracked by Wall St. Rank hold WGMI as of Q2 2026.

Navis Wealth Advisors held 4,727 shares of CoinShares Bitcoin Mining and Digital Power ETF worth $298K as of Q2 2026.
CoinShares Bitcoin Mining and Digital Power ETF was a new Navis Wealth Advisors position in Q2 2026.
CoinShares Bitcoin Mining and Digital Power ETF made up 0.11% of Navis Wealth Advisors's portfolio in Q2 2026, its #141 holding.
57 funds tracked by Wall St. Rank held CoinShares Bitcoin Mining and Digital Power ETF as of Q2 2026.

Based on Navis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.