Free Trial

Valkyrie Bitcoin Miners ETF (WGMI) Institutional Ownership

Valkyrie Bitcoin Miners ETF logo
$57.21 -4.34 (-7.05%)
As of 05/15/2026 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Valkyrie Bitcoin Miners ETF (NASDAQ:WGMI)

Current
Institutional Ownership
Percentage
24.15%
Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$32.06M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$4.11M
Get WGMI Insider Trade Alerts

Want to know when executives and insiders are buying or selling Valkyrie Bitcoin Miners ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

WGMI Institutional Buying and Selling by Quarter

Valkyrie Bitcoin Miners ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2026 Objective Capital Management LLC9,100$317K0.3%N/A0.149%
5/2/2026 Arlington Capital Management Inc.71,547$2.49M1.4%N/A1.173%
5/1/2026 Fifth Third Bancorp12,000$418K0.0%N/A0.202%
4/27/2026 Private Advisor Group LLC79,204$2.76M0.0%+62.0%1.354%
4/21/2026 Maridea Wealth Management LLC100,716$3.51M0.5%+7.8%1.872%
3/16/2026 Osbon Capital Management LLC708$27K0.0%N/A0.010%
2/18/2026 Quadrature Capital Ltd119,500$4.57M0.0%N/A1.604%
2/18/2026 OLD Mission Capital LLC11,536$441K0.0%N/A0.155%
2/17/2026 Royal Bank of Canada33,944$1.30M0.0%+131.2%0.456%
2/13/2026 Stifel Financial Corp11,370$435K0.0%+95.1%0.153%
2/12/2026 Commonwealth Equity Services LLC32,428$1.24M0.0%-36.6%0.435%
2/12/2026 Renaissance Technologies LLC15,600$597K0.0%N/A0.209%
2/12/2026 Steward Partners Investment Advisory LLC19,057$729K0.0%+1.5%0.256%
2/12/2026 Bank of Montreal Can12,330$472K0.0%+163.7%0.166%
2/11/2026 LPL Financial LLC73,462$2.81M0.0%+311.6%0.986%
2/9/2026 Atlatl Advisers LLC25,178$964K0.4%+5.9%0.338%
2/6/2026 HighTower Advisors LLC7,761$297K0.0%+51.9%0.104%
2/5/2026 Mission Wealth Management LP9,036$346K0.0%N/A0.121%
1/29/2026Comerica Bank10,000$383K0.0%N/A0.135%
1/14/2026 Wealthcare Advisory Partners LLC9,475$363K0.0%-31.4%0.142%
1/8/2026 Maridea Wealth Management LLC93,388$3.57M0.5%+36.1%1.564%
1/1/2026 JPMorgan Chase & Co.5,573$247K0.0%+1,303.8%0.074%
11/26/2025 Strategic Advocates LLC1,800$80K0.0%N/A0.024%
11/20/2025Centaurus Financial Inc.17,477$773K0.0%-4.9%0.232%
11/17/2025 FWL Investment Management LLC1,631$72K0.0%-40.9%0.022%
11/14/2025 Arlington Capital Management Inc.77,575$3.43M2.2%N/A1.030%
11/14/2025 Two Sigma Investments LP140,000$6.19M0.0%N/A1.859%
11/13/2025 Private Advisor Group LLC119,600$5.29M0.0%+70.7%1.588%
11/12/2025 Cresset Asset Management LLC27,476$1.22M0.0%+2.1%0.365%
11/7/2025 Maridea Wealth Management LLC68,614$3.04M0.5%-20.5%0.911%
11/7/2025 Wealthcare Advisory Partners LLC13,820$611K0.0%N/A0.184%
11/7/2025 JPMorgan Chase & Co.5,573$247K0.0%+1,303.8%0.074%
11/4/2025 Atlatl Advisers LLC23,785$1.05M0.4%-22.9%0.319%
10/28/2025 Nwam LLC28,685$1.27M0.1%+9.7%0.410%
10/24/2025 Redwood Wealth Management Group LLC52,283$2.31M1.0%-27.4%0.740%
10/16/2025 Blue Trust Inc.3,878$172K0.0%+157.7%0.056%
10/15/2025 Client First Investment Management LLC20,284$897K0.5%N/A0.307%
10/10/2025 Matauro LLC12,507$553K0.1%-67.8%0.190%
9/12/2025 Valeo Financial Advisors LLC30,000$682K0.0%N/A0.417%
8/29/2025Centaurus Financial Inc.18,382$418K0.0%+7.0%0.255%
Your book is inside (Ad)

The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. They don't know the rules. They don't know what to avoid. And they hand their account to Wall Street on a silver platter. Normally $29.97. Free today.tc pixel

8/13/2025 Cresset Asset Management LLC26,913$612K0.0%+108.9%0.374%
8/12/2025 Steward Partners Investment Advisory LLC16,253$370K0.0%N/A0.226%
8/7/2025 Nwam LLC26,145$595K0.0%+28.9%0.363%
7/30/2025 FNY Investment Advisers LLC3,150$71K0.0%N/A0.041%
7/28/2025 Axxcess Wealth Management LLC40,000$910K0.0%+14.3%0.523%
7/22/2025 Valeo Financial Advisors LLC30,000$682K0.0%N/A0.375%
7/21/2025 Matauro LLC38,861$884K0.2%+11.3%0.486%
7/16/2025 Maridea Wealth Management LLC86,361$1.96M0.5%+4.4%1.028%
5/15/2025Alamea Verwaltungs GmbH25,000$319K0.3%N/A0.277%
5/13/2025Cresset Asset Management LLC12,886$165K0.0%+22.9%0.143%
5/7/2025Maridea Wealth Management LLC82,739$1.06M0.3%+124.6%0.917%
5/5/2025Nwam LLC20,286$259K0.0%+4.0%0.225%
4/30/2025Axxcess Wealth Management LLC35,000$447K0.0%N/A0.391%
4/16/2025Matauro LLC34,905$446K0.1%N/A0.421%
3/12/2025Centaurus Financial Inc.16,729$371K0.0%-5.4%0.197%
2/18/2025GTS Securities LLC54,136$1.20M0.1%+57.8%0.638%
2/17/2025FWL Investment Management LLC1,300$29K0.0%N/A0.015%
2/17/2025Cresset Asset Management LLC10,486$233K0.0%N/A0.124%
2/17/2025BOKF NA1,430$33K0.0%N/A0.017%
2/14/2025Tower Research Capital LLC TRC7,777$173K0.0%N/A0.092%
2/13/2025Advisory Services Network LLC11,666$259K0.0%N/A0.138%
2/13/2025Bank of Montreal Can11,849$263K0.0%N/A0.140%
2/12/2025Maridea Wealth Management LLC36,838$817K0.3%N/A0.434%
2/10/2025Commonwealth Equity Services LLC125,256$2.78M0.0%+26.3%1.477%
2/7/2025Vista Investment Partners II LLC15,248$338K0.2%N/A0.180%
2/5/2025Nwam LLC19,512$433K0.0%+7.3%0.231%
2/3/2025Thompson Davis & CO. Inc.11,069$246K0.2%N/A0.131%
1/30/2025Blue Trust Inc.1,505$33K0.0%N/A0.017%
1/27/2025Redwood Wealth Management Group LLC26,715$592K0.3%+32.9%0.312%
11/12/2024Centaurus Financial Inc.17,689$336K0.0%N/A0.245%
11/12/2024Nwam LLC18,179$346K0.0%N/A0.252%
10/11/2024Creative Planning150,746$2.87M0.0%+1,008.8%2.210%
10/11/2024VitalStone Financial LLC40,642$773K0.5%-4.5%0.596%
8/8/2024VitalStone Financial LLC42,559$901K0.7%+114.0%0.686%
6/11/2024EverSource Wealth Advisors LLC2,500$46K0.0%N/A0.045%
5/16/2024Jane Street Group LLC310,656$5.69M0.0%+2,037.7%5.648%
5/7/2024Redwood Wealth Management Group LLC15,600$285K0.3%N/A0.284%
5/6/2024VitalStone Financial LLC19,883$364K0.3%+1,589.3%0.362%
4/29/2024Commonwealth Equity Services LLC91,714$1.68M0.0%N/A1.668%


WGMI Institutional Ownership - Frequently Asked Questions

During the previous two years, 44 institutional investors and hedge funds held shares of Valkyrie Bitcoin Miners ETF. The most heavily invested institutionals were Two Sigma Investments LP ($6.19M), Quadrature Capital Ltd ($4.57M), Maridea Wealth Management LLC ($3.51M), Creative Planning ($2.87M), LPL Financial LLC ($2.81M), Private Advisor Group LLC ($2.76M), and Arlington Capital Management Inc. ($2.49M).Learn more on Valkyrie Bitcoin Miners ETF's institutional investors.

24.15% of Valkyrie Bitcoin Miners ETF's stock is owned by institutional investors. Learn more on WGMI's institutional investor holdings.

Of the 44 institutional investors that purchased Valkyrie Bitcoin Miners ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Arlington Capital Management Inc. ($149.12K), Two Sigma Investments LP ($140K), Creative Planning ($137.15K), Quadrature Capital Ltd ($119.50K), Maridea Wealth Management LLC ($118.46K), Private Advisor Group LLC ($79.84K), and Valeo Financial Advisors LLC ($60K).

Institutional investors have bought a total of 845,733 shares in the last 24 months. This purchase volume represents approximately $32.06M in transactions.

The following institutional investors have sold Valkyrie Bitcoin Miners ETF stock in the last 24 months: Matauro LLC ($26.35K), Redwood Wealth Management Group LLC ($19.76K), Commonwealth Equity Services LLC ($18.73K), Maridea Wealth Management LLC ($17.75K), Atlatl Advisers LLC ($7.07K), Wealthcare Advisory Partners LLC ($4.35K), and FWL Investment Management LLC ($1.13K).

Institutional investors have sold a total of 96,032 shares in the last 24 months. This volume of shares sold represents approximately $4.11M in transactions.



This page (NASDAQ:WGMI) was last updated on 5/17/2026 by MarketBeat.com Staff.
From Our Partners