Simplex Trading’s CoinShares Bitcoin Mining and Digital Power ETF WGMI Stock Holding History

Simplex Trading’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 Q3	$68.1K	Buy	+1,516	New	+$74.5K	﹤0.01%	5865
2026 Q2	–	Sell	-2,667	Closed	-$92.9K	–	10436
2026 Q1	$92.9K	Buy	+2,667	New	+$112K	﹤0.01%	5170
2025 Q4	–	Sell	-14,008	Closed	-$619K	–	10253
2025 Q3	$619K	Buy	14,008 +13,981	+51,781%	+$421K	﹤0.01%	3563
2025 Q2	$0	Sell	27 -4,132	-99%	-$67.3K	﹤0.01%	9859
2025 Q1	$53K	Buy	+4,159	New	+$83.1K	﹤0.01%	5712
2024 Q3	–	Sell	-33,678	Closed	-$664K	–	9708
2024 Q2	$712K	Sell	33,678 -7,174	-18%	-$123K	﹤0.01%	3272
2024 Q1	$747K	Buy	40,852 +24,338	+147%	+$390K	﹤0.01%	3429
2023 Q4	$297K	Buy	16,514 +16,176	+4,786%	+$187K	﹤0.01%	4240
2023 Q3	$3K	Sell	338 -574	-63%	-$7.51K	﹤0.01%	7972
2023 Q2	$11K	Buy	912 +632	+226%	+$6.77K	﹤0.01%	7351
2023 Q1	$2K	Buy	+280	New	+$2.24K	﹤0.01%	8552
2022 Q4	–	Sell	-423	Closed	-$2.67K	–	10577
2022 Q3	$3K	Buy	423 +195	+86%	+$2.12K	﹤0.01%	9166
2022 Q2	$2K	Buy	+228	New	+$3.52K	﹤0.01%	9436

Other funds holding WGMI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Fedenia Advisers Madison, Wisconsin $425M AUM 89.76% 1-Year Est. Return

Blue Jean Financial Albany, New York $163M AUM 49.58% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Optima Capital Beaverton, Oregon $253M AUM 15.59% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Simplex Trading's WGMI Position: Q3 2026 in Review

Simplex Trading opened a new position in CoinShares Bitcoin Mining and Digital Power ETF (WGMI) in Q3 2026: 1,516 shares worth $68.1K. The stake represents ﹤0.01% of the portfolio and ranks #5865 among its holdings. This is a return to the name: Simplex Trading previously reported a position in WGMI as recently as Q1 2026.

Simplex Trading first reported a position in WGMI in Q2 2022 and has held it in 13 quarters since. The position peaked at $747K in Q1 2024. 20 funds tracked by Wall St. Rank hold WGMI as of Q3 2026.

Simplex Trading held 1,516 shares of CoinShares Bitcoin Mining and Digital Power ETF worth $68.1K as of Q3 2026.
CoinShares Bitcoin Mining and Digital Power ETF was a new Simplex Trading position in Q3 2026.
CoinShares Bitcoin Mining and Digital Power ETF made up ﹤0.01% of Simplex Trading's portfolio in Q3 2026, its #5865 holding.
Simplex Trading first reported a position in CoinShares Bitcoin Mining and Digital Power ETF in Q2 2022 and has held it in 13 quarters since.
Simplex Trading's CoinShares Bitcoin Mining and Digital Power ETF position peaked at $747K in Q1 2024.
20 funds tracked by Wall St. Rank held CoinShares Bitcoin Mining and Digital Power ETF as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.