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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
3701
WIC
Water Island Capital
New York
$0 -$13.7M 0 – Closed
3702
WWC
Waypoint Wealth Counsel
Georgia
$0 -$476K 0 – Closed
3703
WI
WBI Investments
New Jersey
$0 -$1.43M 0 – Closed
3704
WMA
Wealth Management Associates
New Jersey
$0 -$398K 0 – Closed
3705
WC
Wealthspring Capital
New York
$0 -$2.1M 0 – Closed
3706
Welch & Forbes
Welch & Forbes
Massachusetts
$0 -$214K 0 – Closed
3707
WIA
Westbourne Investment Advisors
Maryland
$0 -$204K 0 – Closed
3708
WBC
West Branch Capital
Massachusetts
$0 -$14.4K 0 – Closed
3709
WCMNY
Westchester Capital Management (New York)
New York
$0 -$1.53M 0 – Closed
3710
WWM
Westwood Wealth Management
California
$0 -$213K 0 – Closed
3711
WWM
Whalen Wealth Management
Nevada
$0 -$390K 0 – Closed
3712
WPP
Whalerock Point Partners
Rhode Island
$0 -$631K 0 – Closed
3713
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$0 -$208K 0 – Closed
3714
WN
Williams & Novak
California
$0 -$582K 0 – Closed
3715
WWP
Wise Wealth Partners
Arizona
$0 -$353K 0 – Closed
3716
WI
WJ Interests
Texas
$0 -$242K 0 – Closed
3717
WVP
Worth Venture Partners
New Jersey
$0 -$742K 0 – Closed
3718
WRBC
W.R. Berkley Corp
Connecticut
$0 -$3.15M 0 – Closed
3719
XWM
Xcel Wealth Management
Florida
$0 -$638K 0 – Closed
3720
YLHM
Yelin Lapidot Holdings Management
Israel
$0 -$218K 0 – Closed