Whitaker-Myers Wealth Managers, LTD.
Position in BTCW — WisdomTree Bitcoin Fund
CIK 1973849
Mansfield, OH
Position in BTCW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,746,352
-$28,538 QoQ
Shares Held
44,296
+14.5% QoQ
Ownership
2.17%
of shares outstanding
% of Portfolio
3.16%
of 13F equity value
Holder Rank
#2
of 8 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTCW Over Time
Shares Held
Position Value (USD)
All Filings in BTCW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,746,352 | 44,296 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,774,890 | 38,696 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,438,132 | 26,307 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,193,774 | 18,090 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,793,710 | 15,704 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $1,331,053 | 15,253 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $232,123 | 2,353 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||