WGMICoinShares Bitcoin Mining ETF

Grow my money4y track recordRanked #1,045 of 2,969 in this goal

Seeks to provide investors with total return.

By CoinShares ETF Trust · Launched 2022

Annual Cost

0.75%

#3,775 of 5,573 · expensive

Fund Size

$448M

#1,663 of 5,573 · large

Return (1Y)Goal

+248.9%

Track Record

4 years

#2,607 of 5,573 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$36,759+267.6%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Small

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 79.1% of fundconcentrated

IREN Ltd

19.8%

Cipher Mining Inc

19.7%

Hut 8 Corp

6.2%

Bitdeer Technologies Group

5.0%

Terawulf Inc

4.9%

Applied Digital Corp

4.9%

Core Scientific Inc

4.8%

Riot Platforms Inc

4.7%

Hive Digital Technologies Ltd

4.7%

Bitfarms Ltd/Canada

4.7%

Asset allocation

Stocks

99.8%

Other

0.3%

By sector

Financial Services

50.9%

Technology

45.2%

Utilities

1.9%

Communication

1.4%

Industrials

0.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

76.9%High

Year-on-year price swings

Max drawdown

-85.8%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.14Strong risk-adjusted returns

Sortino (3Y)

1.76Good downside protection

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks to provide investors with total return.
Strategy: Invests primarily in companies deriving at least 50% of revenue from bitcoin mining or related services. Focuses on small-cap stocks and may include up to 20% in companies holding bitcoin or involved in mining and equipment manufacturing.
Inception date: February 7, 2022
Fund family: CoinShares ETF Trust