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

Private Wealth Asset 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	$158K	Hold	2,500	–	–	0.02%	287
2026 Q1	$87K	Hold	2,500	–	–	0.01%	346
2025 Q4	$95.7K	Hold	2,500	–	–	0.01%	334
2025 Q3	$111K	Hold	2,500	–	–	0.01%	298
2025 Q2	$56.9K	Hold	2,500	–	–	0.01%	375
2025 Q1	$31.9K	Buy	+2,500	New	+$50K	﹤0.01%	439

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

Private Wealth Asset Management's WGMI Position: Q2 2026 in Review

Private Wealth Asset Management held its CoinShares Bitcoin Mining and Digital Power ETF (WGMI) position steady in Q2 2026 at 2,500 shares worth $158K. The position accounts for 0.02% of the portfolio, ranked #287.

Private Wealth Asset Management first reported a position in WGMI in Q1 2025 and has held it in 6 quarters since. 57 funds tracked by Wall St. Rank hold WGMI as of Q2 2026.

Private Wealth Asset Management held 2,500 shares of CoinShares Bitcoin Mining and Digital Power ETF worth $158K as of Q2 2026.
Private Wealth Asset Management left its CoinShares Bitcoin Mining and Digital Power ETF share count unchanged in Q2 2026.
CoinShares Bitcoin Mining and Digital Power ETF made up 0.02% of Private Wealth Asset Management's portfolio in Q2 2026, its #287 holding.
Private Wealth Asset Management first reported a position in CoinShares Bitcoin Mining and Digital Power ETF in Q1 2025 and has held it in 6 quarters since.
57 funds tracked by Wall St. Rank held CoinShares Bitcoin Mining and Digital Power ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.