Institutional Ownership Valkyrie ETF Tr Ii Bitcoin Min (WGMI)
This table provides information about the institutional ownership of Valkyrie ETF Tr Ii Bitcoin Min (WGMI). We have compiled data on the 51 institutions that hold shares in the stock, with a total of 1.03 Million shares, which have been reported (via 13F filing form) to have a value of $30.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,505
shares
|
$44,322
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
1,430
shares
|
$42,113
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,101
shares
|
$32,424
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
500
shares
|
$14,725
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
315
shares
|
$9,276
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
301
shares
|
$8,864
0.0% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
79
shares
|
$2,326
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
48
shares
|
$1,413
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
27
shares
|
$795
0.0% of portfolio
|
Q2 2025
Reduced 99.35%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
24
shares
|
$706
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
24
shares
|
$706
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
16
shares
|
$471
0.0% of portfolio
|
Q2 2025
Reduced 99.43%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
5
shares
|
$147
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$29
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|