WisdomTree Bitcoin Fund - BTCW
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of New York Mellon Corp | History | Reduced | 87,315 | 8,092 | 0.0% | 0.0% | 1 | -18,916 | -17.81% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 68,005 | 6,302 | 0.0% | 0.0% | 2 | +61,106 | 885.72% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 33,618 | 3,115 | 0.0% | 0.0% | 3 | +15,832 | 89.01% | Q4 2025 | Feb 11, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 30,740 | 2,848 | 0.03% | 0.04% | 4 | +5,889 | 23.7% | Q4 2025 | Feb 10, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 26,307 | 2,438 | 0.51% | 0.48% | 5 | +8,217 | 45.42% | Q4 2025 | Jan 22, 2026 |
| Belvedere Trading LLC | History | New | 17,966 | 1,665 | 0.0% | — | 6 | +17,966 | New | Q4 2025 | Feb 10, 2026 |
| Financial Life Planners | History | Added to | 15,712 | 1,456 | 1.05% | 1.14% | 7 | +1,707 | 12.19% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 6,780 | 628 | 0.0% | 0.0% | 8 | +4,757 | 235.15% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 6,785 | 628 | 0.0% | 0.01% | 9 | -2,612 | -27.8% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 4,960 | 459 | 0.01% | 0.01% | 10 | +225 | 4.75% | Q4 2025 | Feb 12, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 3,629 | 336 | 0.0% | 0.0% | 11 | +2,299 | 172.86% | Q4 2025 | Feb 03, 2026 |
| Nautilus Advisors LLC | History | Added to | 3,131 | 290 | 0.19% | 0.15% | 12 | +1,265 | 67.79% | Q4 2025 | Jan 22, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | New | 1,070 | 99 | 0.02% | — | 13 | +1,070 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 900 | 83 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 630 | 58 | 0.03% | 0.06% | 15 | -229 | -26.66% | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | No change | 531 | 49 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | No change | 500 | 46 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 225 | 20 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OPTIMA CAPITAL LLC | History | New | 210 | 19 | 0.01% | — | 20 | +210 | New | Q4 2025 | Jan 23, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 207 | 19 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 162 | 15 | 0.0% | 0.0% | 21 | +140 | 636.36% | Q4 2025 | Jan 28, 2026 |
| TSFG, LLC | History | New | 69 | 6 | 0.0% | — | 22 | +69 | New | Q4 2025 | Feb 04, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,159 | -100.0% | Q3 2025 | Nov 04, 2025 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,950 | -100.0% | Q3 2025 | Nov 17, 2025 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,686 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Smartleaf Asset Management LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 13, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 03, 2025 |
| IFP Advisors, Inc | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Team Financial Group, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |