Redwood Wealth Management Group’s CoinShares Bitcoin Mining and Digital Power 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 $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

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

Redwood Wealth Management Group sold out of CoinShares Bitcoin Mining and Digital Power 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 Bitcoin Mining and Digital Power ETF position as of Q1 2026 after selling out during the quarter.
Redwood Wealth Management Group sold 20,513 CoinShares Bitcoin Mining and Digital Power ETF shares in Q1 2026, an estimated $785K.
Redwood Wealth Management Group first reported a position in CoinShares Bitcoin Mining and Digital Power ETF in Q1 2024 and held it in 8 quarters.
Redwood Wealth Management Group's CoinShares Bitcoin Mining and Digital Power ETF position peaked at $2.31M in Q3 2025.
45 funds tracked by Wall St. Rank held CoinShares Bitcoin Mining and Digital Power ETF as of Q1 2026.

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