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Digital Assets

Digital assets cover the companies whose earnings move with cryptocurrency prices and on-chain activity — exchanges, miners, custodians, and payment rails. Results are highly cyclical and closely tied to regulation.

160 stocks

Bitcoin Miners Corporate Crypto Treasuries Crypto Exchanges Stablecoin Infrastructure

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
3201	WA WBH Advisory Baltimore, Maryland	$0	-$207K	0	–	Closed
3202	WCM Investment Management Laguna Beach, California	$0	-$3.27M	0	–	Closed
3203	WR WD Rutherford Portland, Oregon	$0	-$4.3M	0	–	Closed
3204	WA Wealth Architects Mountain View, California	$0	-$293K	0	–	Closed
3205	WFO Wealthgate Family Office Boulder, Colorado	$0	-$246K	0	–	Closed
3206	WMS Wealth Management Solutions Exton, Pennsylvania	$0	-$327K	0	–	Closed
3207	W Wealthquest Cincinnati, Ohio	$0	-$236K	0	–	Closed
3208	WP WealthShield Partners Cary, North Carolina	$0	-$934K	0	–	Closed
3209	WA WealthTrust Axiom Wayne, Pennsylvania	$0	-$218K	0	–	Closed
3210	WFA Wellspring Financial Advisors Cleveland, Ohio	$0	-$249K	0	–	Closed
3211	WA WESPAC Advisors Orinda, California	$0	-$304K	0	–	Closed
3212	WFA West Financial Advisors Des Moines, Iowa	$0	-$5.4K	1	0%	Reduced
3213	WMA West Michigan Advisors Holland, Michigan	$0	-$231K	0	–	Closed
3214	WW Westshore Wealth Newport Beach, California	$0	-$676K	0	–	Closed
3215	Whale Rock Capital Management Boston, Massachusetts	$0	-$74.7M	0	–	Closed
3216	WMRU William Marsh Rice University Houston, Texas	$0	-$144K	0	–	Closed
3217	WCWM Willow Creek Wealth Management Sebastopol, California	$0	-$270K	0	–	Closed
3218	WA Win Advisors Palm Beach Gardens, Florida	$0	-$154K	0	–	Closed
3219	WWM Windsor Wealth Management Indianapolis, Indiana	$0	-$217K	0	–	Closed
3220	WCM Wisconsin Capital Management Madison, Wisconsin	$0	-$5.15M	0	–	Closed
3221	WIT LLC District Of Columbia, District of Columbia	$0	-$15.3M	0	–	Closed
3222	WFA WMG Financial Advisors Knoxville, Tennessee	$0	-$365K	0	–	Closed
3223	WC Woodstock Corp Boston, Massachusetts	$0	-$289K	0	–	Closed
3224	WEG World Equity Group Schaumburg, Illinois	$0	-$290K	0	–	Closed
3225	World Investment Advisors Santa Barbara, California	$0	-$221K	0	–	Closed