Redwood Wealth Management Group’s CoinShares ETF Trust CoinShares Bitcoin Mining ETF WGMI Stock Holding History

Redwood Wealth Management Group’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	-20,513	Closed	-$785K	–	193
2025 Q4	$785K	Sell	20,513 -31,770	-61%	-$1.56M	0.33%	65
2025 Q3	$2.31M	Sell	52,283 -19,757	-27%	-$595K	0.98%	26
2025 Q2	$1.64M	Sell	72,040 -50	-0.1%	-$814	0.74%	39
2025 Q1	$921K	Buy	72,090 +45,375	+170%	+$907K	0.47%	50
2024 Q4	$592K	Buy	26,715 +6,615	+33%	+$160K	0.29%	75
2024 Q3	$382K	Buy	20,100 +200	+1%	+$3.95K	0.19%	110
2024 Q2	$421K	Buy	19,900 +4,300	+28%	+$73.4K	0.32%	72
2024 Q1	$285K	Buy	+15,600	New	+$250K	0.3%	91

Other funds holding WGMI

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

MWM

Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Redwood Wealth Management Group's WGMI Position: Q1 2026 in Review

Redwood Wealth Management Group sold out of CoinShares ETF Trust CoinShares Bitcoin Mining ETF (WGMI) in Q1 2026, closing a stake of 20,513 shares — an estimated $785K sold.

Redwood Wealth Management Group first reported a position in WGMI in Q1 2024 and held it in 8 quarters. The position peaked at $2.31M in Q3 2025. 45 funds tracked by Wall St. Rank hold WGMI as of Q1 2026.

Redwood Wealth Management Group reported no remaining CoinShares ETF Trust CoinShares Bitcoin Mining ETF position as of Q1 2026 after selling out during the quarter.
Redwood Wealth Management Group sold 20,513 CoinShares ETF Trust CoinShares Bitcoin Mining ETF shares in Q1 2026, an estimated $785K.
Redwood Wealth Management Group first reported a position in CoinShares ETF Trust CoinShares Bitcoin Mining ETF in Q1 2024 and held it in 8 quarters.
Redwood Wealth Management Group's CoinShares ETF Trust CoinShares Bitcoin Mining ETF position peaked at $2.31M in Q3 2025.
45 funds tracked by Wall St. Rank held CoinShares ETF Trust CoinShares Bitcoin Mining ETF as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.