NWAM LLC’s CoinShares Bitcoin Mining and Digital Power ETF WGMI Stock Holding History

NWAM LLC’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	$287K	Buy	+4,549	New	+$259K	0.01%	572
2025 Q4	–	Sell	-28,685	Closed	-$1.27M	–	682
2025 Q3	$1.27M	Buy	28,685 +2,540	+10%	+$76.5K	0.07%	249
2025 Q2	$595K	Buy	26,145 +5,859	+29%	+$95.4K	0.03%	354
2025 Q1	$259K	Buy	20,286 +774	+4%	+$15.5K	0.02%	431
2024 Q4	$433K	Buy	19,512 +1,333	+7%	+$32.3K	0.03%	405
2024 Q3	$346K	Buy	+18,179	New	+$359K	0.02%	455

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

NWAM LLC's WGMI Position: Q2 2026 in Review

NWAM LLC opened a new position in CoinShares Bitcoin Mining and Digital Power ETF (WGMI) in Q2 2026: 4,549 shares worth $287K. The stake represents 0.01% of the portfolio and ranks #572 among its holdings. This is a return to the name: NWAM LLC previously reported a position in WGMI as recently as Q3 2025.

NWAM LLC first reported a position in WGMI in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.27M in Q3 2025. 57 funds tracked by Wall St. Rank hold WGMI as of Q2 2026.

NWAM LLC held 4,549 shares of CoinShares Bitcoin Mining and Digital Power ETF worth $287K as of Q2 2026.
CoinShares Bitcoin Mining and Digital Power ETF was a new NWAM LLC position in Q2 2026.
CoinShares Bitcoin Mining and Digital Power ETF made up 0.01% of NWAM LLC's portfolio in Q2 2026, its #572 holding.
NWAM LLC first reported a position in CoinShares Bitcoin Mining and Digital Power ETF in Q3 2024 and has held it in 6 quarters since.
NWAM LLC's CoinShares Bitcoin Mining and Digital Power ETF position peaked at $1.27M in Q3 2025.
57 funds tracked by Wall St. Rank held CoinShares Bitcoin Mining and Digital Power ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.