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Financial Life Planners

Position in BTCW — WisdomTree Bitcoin Fund

CIK 2053368 TEMPE, AZ

Position in BTCW

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$968,936
-$149,524 QoQ
Shares Held
15,628
+0.2% QoQ
Ownership
0.764%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#4
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
2026-06-30 $968,936 15,628
2026-03-31 $1,118,460 15,597
2025-12-31 $1,456,188 15,712
2025-09-30 $1,698,386 14,005
2025-06-30 $1,158,305 10,141
2025-03-31 $421,577 4,831
2024-12-31 $407,523 4,131