Steward Partners Investment Advisory’s CoinShares ETF Trust CoinShares Bitcoin Mining ETF WGMI Stock Holding History

Steward Partners Investment Advisory’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	$712K	Buy	20,459 +1,402	+7%	+$59K	﹤0.01%	1333
2025 Q4	$729K	Buy	19,057 +278	+1%	+$13.6K	﹤0.01%	1224
2025 Q3	$831K	Buy	18,779 +2,526	+16%	+$76.1K	﹤0.01%	1128
2025 Q2	$370K	Buy	+16,253	New	+$265K	﹤0.01%	1444

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 $21.8B 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 $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

Steward Partners Investment Advisory's WGMI Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its CoinShares ETF Trust CoinShares Bitcoin Mining ETF (WGMI) stake by 7.4% in Q1 2026, buying an estimated $59K and bringing the position to 20,459 shares worth $712K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

Steward Partners Investment Advisory first reported a position in WGMI in Q2 2025 and has held it in 4 quarters since. The position peaked at $831K in Q3 2025. 45 funds tracked by Wall St. Rank hold WGMI as of Q1 2026.

Steward Partners Investment Advisory held 20,459 shares of CoinShares ETF Trust CoinShares Bitcoin Mining ETF worth $712K as of Q1 2026.
Steward Partners Investment Advisory bought 1,402 CoinShares ETF Trust CoinShares Bitcoin Mining ETF shares in Q1 2026, an estimated $59K.
CoinShares ETF Trust CoinShares Bitcoin Mining ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1333 holding.
Steward Partners Investment Advisory first reported a position in CoinShares ETF Trust CoinShares Bitcoin Mining ETF in Q2 2025 and has held it in 4 quarters since.
Steward Partners Investment Advisory's CoinShares ETF Trust CoinShares Bitcoin Mining ETF position peaked at $831K in Q3 2025.
45 funds tracked by Wall St. Rank held CoinShares ETF Trust CoinShares Bitcoin Mining ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.